Client Relationship Specialist

About the role

As a Client Relationship Specialist at Brightway, you will serve as a primary point of contact for inbound client requests, resolving questions and concerns while delivering a consistently positive experience. This role is ideal for someone who enjoys meaningful conversations, problem-solving, and building long-term relationships.

Responsibilities

• Serve as a primary point of contact for inbound client requests via phone, email, and digital channels
• Resolve questions and concerns efficiently while delivering a consistently positive experience
• Accurately document client interactions in CRM and internal systems
• Proactively connect with clients through outbound outreach to review policies and identify coverage needs
• Provide education on products and solutions that align with clients’ goals and circumstances
• Support policy renewals and retention by helping clients understand the value of their coverage
• Partner with internal teams and Agency Owners to deliver seamless service
• Leverage technology and tools to improve workflows and enhance the client experience
• Participate in training and development to grow your insurance knowledge and professional skillset

Requirements

This role is ideal for someone who enjoys meaningful conversations, problem-solving, and building long-term relationships—while also developing valuable skills in insurance, sales, and client engagement. No prior insurance experience is required, but a strong customer service mindset and passion for helping others are essential.

Qualifications

• Must obtain a Personal Lines Insurance License within 60 days of employment (Brightway provides training and covers the cost of your first 3 licensing attempts)
• Bachelor's degree or an associate degree preferred but not required
• 2–4 years of experience in customer service, sales, or a client-facing role strongly preferred
• Insurance, risk management, or entrepreneurial experience is a plus but not required

Skills

Excellent communication skills with the ability to explain complex topics in a clear, approachable way, strong attention to detail, and the ability to manage multiple priorities are key. Tech-savvy and eager to learn new systems and tools are also important qualities.

Benefits

At Brightway, we offer a comprehensive benefits package including medical, dental, and vision plans, company-paid basic life and short-term disability insurance, AD&D, long-term disability, identity fraud, and legal protection plans, 8 weeks of paid parental leave, a 401(k) retirement plan with up to a 4% company match, Health Savings Account (HSA) options, pet insurance plans, 11 paid company holidays, 14 days of paid time off (PTO), tuition reimbursement program, employee assistance program (EAP), and continuous learning and development opportunities. We also provide hands-on training and exposure to insurance operations, client strategy, and business development.

Pay

Compensation is competitive and commensurate with experience.

Schedule

The schedule is flexible and includes both day and evening shifts.

Why Brightway?

Brightway offers a supportive and collaborative culture, with opportunities for growth and innovation. We are committed to creating a diverse and inclusive workplace and providing a range of benefits and perks to support our team members.