Customer Service Representative (Insurance)

Key Responsibilities

• Greet and assist clients in person, via phone, email, and live chat, addressing inquiries and providing information on insurance products and services
• Aid clients with policy changes, renewals, and claims, ensuring timely and accurate processing
• Collaborate with the sales team to identify client needs and recommend appropriate insurance solutions
• Maintain organized client records, process paperwork, and manage scheduling to support agency operations
• Follow up with clients to ensure satisfaction and encourage policy renewals and referrals
• Gain exposure to sales processes and client relationship development to support future growth into a Sales Producer role

Qualifications

• High school diploma or equivalent; college degree preferred
• Previous experience in customer service, insurance, or administrative roles is advantageous
• Strong communication, organizational, and multitasking abilities; proficiency in Microsoft Office Suite and CRM software
• Possession of a 4-40 Customer Representative license is preferred or willingness to obtain one
• Interest in developing a career in sales and growing within the agency

Benefits

Founded in 2003, Brightway Insurance is one of the fastest-growing independent insurance franchise agency networks in the U.S., with agencies in 45 states and more than $1.7 billion in annual premium via aggressive organic growth and its acquisition of GlobalGreen Insurance network in 2025.