Customer Service Representative jobs at AmeriHealth Caritas - 641 jobs
Senior Customer Service Representative
Brightway Insurance 4.4
Melbourne, FL jobs
The Senior CustomerServiceRepresentative supports the daily operations of the agency by providing advanced customerservice, policy support, and account management. This role acts as a primary point of contact for clients, resolves complex inquiries, assists with policy changes, and ensures exceptional service delivery while maintaining compliance with state and carrier requirements.
Client Service & Support
Serve as the main contact for policyholders, delivering high-quality service via phone, email, and in-person interactions.
Handle complex customer inquiries related to coverage, billing, claims, renewals, and endorsements.
Assist clients with policy changes, cancellations, reinstatements, and general account updates.
Review client accounts to ensure accuracy and identify gaps in coverage or service needs.
Policy Administration
Process endorsements, certificates of insurance, evidence of insurance, bind requests, and other policy documentation.
Support new business and renewal processes by gathering required information and preparing applications.
Verify policy accuracy, rating information, and carrier guidelines prior to final processing.
Coordinate with insurance carriers on underwriting requirements, coverage questions, and policy adjustments.
Claims Support
Guide clients through the claims filing process and provide follow-up as needed.
Act as a liaison between carriers, adjusters, and policyholders to ensure timely updates.
Team & Operational Support
Assist in workflow improvement, procedure updates, and best-practice implementation.
Maintain compliance with all state regulations, company policies, and carrier requirements.
Customer Experience & Retention
Build strong client relationships through responsive service and proactive communication.
Identify opportunities for cross-selling or up-selling appropriate P&C products (within 4-40 license permissions).
Support retention efforts by reviewing renewal options and assisting in remarketing when needed.
Required Qualifications
Valid Florida 4-40 CustomerRepresentative License.
3-5+ years of customerservice or account management experience in a Property & Casualty insurance environment.
Strong knowledge of personal lines and/or commercial lines insurance products, coverage forms, and terminology.
Proficiency with insurance management systems (e.g., Applied Epic, AMS360, QQ, Hawksoft) preferred.
Excellent communication, problem-solving, and organizational skills.
Ability to work independently, prioritize tasks, and manage high-volume workloads.
$33k-38k yearly est. 2d ago
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Senior Customer Service Representative
Brightway Insurance 4.4
Boca Raton, FL jobs
The Senior CustomerServiceRepresentative supports the daily operations of the agency by providing advanced customerservice, policy support, and account management. This role acts as a primary point of contact for clients, resolves complex inquiries, assists with policy changes, and ensures exceptional service delivery while maintaining compliance with state and carrier requirements.
Client Service & Support
Serve as the main contact for policyholders, delivering high-quality service via phone, email, and in-person interactions.
Handle complex customer inquiries related to coverage, billing, claims, renewals, and endorsements.
Assist clients with policy changes, cancellations, reinstatements, and general account updates.
Review client accounts to ensure accuracy and identify gaps in coverage or service needs.
Policy Administration
Process endorsements, certificates of insurance, evidence of insurance, bind requests, and other policy documentation.
Support new business and renewal processes by gathering required information and preparing applications.
Verify policy accuracy, rating information, and carrier guidelines prior to final processing.
Coordinate with insurance carriers on underwriting requirements, coverage questions, and policy adjustments.
Claims Support
Guide clients through the claims filing process and provide follow-up as needed.
Act as a liaison between carriers, adjusters, and policyholders to ensure timely updates.
Team & Operational Support
Provide guidance and support to junior CSRs and team members.
Assist in workflow improvement, procedure updates, and best-practice implementation.
Maintain compliance with all state regulations, company policies, and carrier requirements.
Customer Experience & Retention
Build strong client relationships through responsive service and proactive communication.
Identify opportunities for cross-selling or up-selling appropriate P&C products (within 4-40 license permissions).
Support retention efforts by reviewing renewal options and assisting in remarketing when needed.
Required Qualifications
Valid Florida 4-40 CustomerRepresentative License.
3-5+ years of customerservice or account management experience in a Property & Casualty insurance environment.
Strong knowledge of personal lines and/or commercial lines insurance products, coverage forms, and terminology.
Proficiency with insurance management systems (e.g., Applied Epic, AMS360, QQ, Hawksoft) preferred.
Excellent communication, problem-solving, and organizational skills.
Ability to work independently, prioritize tasks, and manage high-volume workloads.
$33k-38k yearly est. 3d ago
Customer Service Representative (4-40 needed)
Brightway Insurance 4.4
Jacksonville, FL jobs
Brightway Insurance is a leading property and casualty insurance distribution company with over 300 franchise locations in 35 states. We pride ourselves on delivering exceptional customer experiences and empowering our agents with innovative tools and support. We are currently seeking CustomerServiceRepresentative (CSR) to join our team
Position Summary:
As a CSR, you will play a key role in ensuring our clients receive excellent service and support. You'll assist both new and existing customers by answering questions, processing changes to policies, handling billing inquiries, and supporting sales efforts when needed.
Responsibilities:
Provide exceptional customerservice to policyholders via phone, email, and in-person interactions
Assist clients with policy changes, billing inquiries, claims, and general insurance questions
Educate clients on available coverages, products, and discounts
Maintain accurate records in our CRM and carrier systems
Collaborate with agents and producers to ensure a seamless customer experience
Support retention efforts by identifying opportunities for cross-selling and upselling
Qualifications:
High school diploma or equivalent required; college degree a plus
4-40 CustomerService License required
1+ years of experience in insurance or a customerservice-related role preferred
Strong communication and interpersonal skills
Detail-oriented with excellent organizational abilities
Proficient in Microsoft Office Suite and comfortable learning new software
Why Join Us?
Competitive salary plus performance bonuses
Opportunities for career growth and professional development
Supportive team environment
Work that makes a difference in people's lives
$27k-33k yearly est. 3d ago
New Business Policy Representative-Life Insurance - Cincinnati, OH
Ameritas 4.7
Cincinnati, OH jobs
Back New Business Policy Representative-Life Insurance #5514 Multiple Locations Apply X Facebook LinkedIn Email Copy Position Locations Lincoln, Nebraska, United StatesCincinnati, Ohio, United States Area of Interests CustomerService Full-Time/Part Time Full-time Job Description
Position Description:
The New Business Policy Representative is responsible for managing life new business applications from the time of submit through policy delivery. This position must accurately interpret and fulfill all requirements necessary for accurate processing, and act as the liaison between underwriting, agents, and medical vendors to obtain all requirements needed to render an underwriting decision on a policy. The position must follow current procedures in accordance with industry/state regulations, internal/external audit recommendations, and compliance directives. The position must be able to learn and retain knowledge of all products currently offered to new sales, read and interpret sales illustrations, and understand policy riders and how they function. Associates are the front line of communication with our field partners and are expected to maintain readiness in our zero line and answer phone calls from agents, as well as monitor their email inbox and reply to all requests within 24 hours. Associates work with other departments internally within the scope of case management.
At Ameritas, our mission is Fulfilling Life. We do that in many ways, but especially by helping people invest in themselves by offering trusted financial products and advice. Because we believe everyone should be happy, healthy and financially secure, we work hard to provide trusted financial products and valued guidance, including individual life and disability insurance, employee benefits, retirement planning, investments, and wealth management services.
Position Location:
This is a hybrid role working partially in-office and partially from home.
What you do:
Research customer needs and problems; develop informed, innovative solutions; and decisive action within defined parameters of authority; to build customer loyalty while maintaining the financial and procedural integrity of the case. This includes assisting customers/producers via phone and email.
Manages an average caseload of 70-90 new applications a month at various stages in the underwriting process.
Field customer inquiries and utilize empathy and patience with all customers.
Utilize web-based systems in a paperless environment to order, retrieve, manage case activity, and organize underwriting requirements.
Responsible for working in a cross-functional team environment with a sense of urgency.
Meeting or exceeding service standards with respect to accuracy, turnaround time and overall quality of work product and service.
Understand basic accounting skills and know how to move money from different accounts doing journal entries, as well as research any accounting issues that may arise with missing debits or credits
Correspond with Legal and Compliance departments as necessary for assistance in handling complex cases and customer complaints.
Handle and complete assignments and projects within provided timeframes.
What you bring:
High School Diploma or GED required
0-2 years of related experience, 1 year of experience in a customerservice environment highly preferred
Experience in the financial services or insurance industry is preferred
Strong technical skills, typing skills, and the ability to multitask and move between several systems at the same time.
Clear, concise and professional communication skills, both verbal and written.
Ability to work without close supervision and to exercise independent judgment and problem solving in a professional area.
Excellent time management/organizational skills with the ability to prioritize.
Strong attention to detail and accuracy.
Experience in fast-paced environment; possess a strong commitment to driving down turnaround time.
Must be able to work overtime as needed to meet business needs.
What we offer:
A meaningful mission. Great benefits. A vibrant culture
Ameritas is an insurance, financial services and employee benefits provider Our purpose is fulfilling life. It means helping all kinds of people, at every age and stage, get more out of life.
At Ameritas, you'll find energizing work challenges. Flexible hybrid work options. Time for family and community. But dig deeper. Benefits at Ameritas cover things you expect -- and things you don't:
Ameritas Benefits
For
your money:
401(k) Retirement Plan with company match and quarterly contribution
Tuition Reimbursement and Assistance
Incentive Program Bonuses
Competitive Pay
For your time:
Flexible Hybrid work
Thrive Days - Personal time off
Paid time off (PTO)
For your health and well-being:
Health Benefits: Medical, Dental, Vision
Health Savings Account (HSA) with employer contribution
Well-being programs
with financial rewards
Employee assistance program (EAP)
For your professional growth:
Professional development programs
Leadership development programs
Employee resource groups
StrengthsFinder Program
For your community:
Matching donations program
Paid volunteer time
- 8 hours per month
For your family:
Generous paid maternity leave and paternity leave
Fertility, surrogacy and adoption assistance
Backup child, elder and pet care support
An Equal Opportunity Employer
Ameritas has a reputation as a company that cares, and because everyone should feel safe bringing their authentic, whole self to work, we're committed to an inclusive culture and diverse workplace, enriched by our individual differences. We are an Equal Opportunity/Affirmative Action Employer that hires based on qualifications, positive attitude, and exemplary work ethic, regardless of sex, race, color, national origin, religion, age, disability, veteran status, genetic information, marital status, sexual orientation, gender identity or any other characteristic protected by law.
About this Position's Pay The pay range posted reflects a nationwide minimum to maximum covering all potential locations where the position may be filled. The final determination on pay for any position will be based on multiple factors including role, career level, work location, skill set, and candidate level of experience to ensure pay equity within the organization. This position will be eligible to participate in our comprehensive benefits package (see above for details). This position will be eligible to participate in our Short-Term Incentive Plan with the annual target defined by the plan. Job Details Pay Range Pay RangeThe estimated pay range for this job. Disclosing pay information promotes competitive and equitable pay.
The actual pay rate will depend on the person's qualifications and experience. $18.32 - $29.31 / hour Pay Transparency Pay transparency is rooted in principles of fairness, equity, and accountability within the workplace. Sharing pay ranges for job postings is one way Ameritas shows our commitment to equitable compensation practices.
$18.3-29.3 hourly 2d ago
Client Concierge/Client Specialist
Brightway Insurance 4.4
Saint Augustine, FL jobs
Brightway Insurance is hiring a Full-Time Client Concierge in Saint Augustine
As a Client Concierge you will be the first point of contact for our clients, providing them with exceptional service and support. You will play a crucial role in maintaining our agency's reputation for excellence and ensuring client satisfaction.
Key Responsibilities
Greet and assist clients in person, via phone, email, and live chat, addressing inquiries and providing information on insurance products and services.
Assist 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.
Qualifications
High school diploma or equivalent; college degree preferred.
Previous experience in customerservice, 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 CustomerRepresentative license is preferred or the willingness to obtain one.
Established in 2008, Brightway Insurance has grown to become one of the largest privately-owned property and casualty insurance distribution companies in the U.S., with more than 350 agencies across 38 states and over $1.4 billion in annual premiums. Our unique franchise model offers agents the opportunity to focus on sales while we handle back-office operations, including carrier relations, licensing, and marketing support. This approach allows our agents to maximize their sales efforts and build lasting client relationships.
If you're an ambitious and driven individual eager to advance in the thriving insurance industry, Brightway Insurance offers the perfect opportunity. Take the next step in your career as a Client Concierge-apply today!
$34k-56k yearly est. 4d ago
Customer Service Representative 1
Munich Re 4.9
Amelia, OH jobs
American Modern Insurance Group, Inc., a Munich Re company, is a widely recognized specialty insurance leader that delivers products and services for residential property - such as manufactured homes and specialty dwellings - and the recreational market, including boats, personal watercraft, classic cars, and more. We provide specialty product solutions that cover what the competition often can't. We write admitted products in all 50 states and have a premium volume of $2.2 billion.
Headquartered in Amelia, Ohio, and with associates located across the United States, we are part of Munich Re's Global Specialty Insurance division. Our employees receive boundless opportunity to grow their careers and make a difference every day - all in a flexible environment that helps them succeed both at work and at home.
Purpose:
The CustomerServiceRepresentative provides quality customerservice to policyholders, agents, and lienholders by providing answers to customers inquiries and quotes. Focuses on an excellent experience for customers by displaying a knowledgeable, helpful, and positive attitude.
Roles & Responsibilities:
Answer incoming contacts volume for our policy holders, agents, lenders, and strategic accounts for all lines of business.
Provide written communication when requested such as policy documents, paid receipts, lender verifications, and email follow up etc.
Process transactions in an omni-channel environment (i.e. servicing via phones, chat, emails etc.) for multiple lines of business and products.
Use multiple computer applications; scheduling system, policy management systems, and various tools to assist.
Ensure positive interdepartmental relationships while supporting department initiatives and goals.
Maintain individual metrics in terms of performance and attendance, while demonstrating flexibility when it comes to shifts, upskilling, and skillsets based on business need.
Ensure a distraction-free and professional work environment.
Deliver a personalized customer experience by addressing the specific needs of each caller and developing a thoughtful solution.
Required Qualifications:
Proficient understanding of the company products.
Flexible with skillsets, consisting of but not limited to; Onboarding, Partner Assistance, Click to Chat, and Processing based on training and business need.
Knowledgeable in multiple product lines with the ability to process a variety of transactions.
Ability to multi-task and work independently in a fast-paced environment with a high volume.
Ability to operate in a fast-paced, ever-changing environment while supporting key corporate initiatives
Flexibility with assisting policyholders, agents, and lenders in a multiple channel environment.
Demonstrates a willingness to do things differently and with an open mind.
Proficient in Microsoft Office and computer applications for servicing/quoting all products.
Proficient in utilizing knowledge management tools and resources.
Flexible and versatile in workflow to manage different incoming lines through various platform.
Installation and usage of required equipment, including hardwiring into a router via ethernet cord.
Can meet required internet speeds based on department requirements.
Competencies: customer focus, ensures accountability, nimble learning, interpersonal savvy, situational adaptability, time management
We are proud to offer our employees, their domestic partners, and their children, a wide range of insurance benefits:
Two options for your health insurance plan (PPO or High Deductible)
Prescription drug coverage (included in your health insurance plan)
Vision and dental insurance plans
Short and Long Term Disability coverage
Supplemental Life and AD&D plans that you can purchase for yourself and dependents (includes spouse/domestic partner and children)
Voluntary Benefit plans that supplement your health and life insurance plans (Accident, Critical Illness and Hospital Indemnity)
In addition to the above insurance offerings, our employees also enjoy:
A robust 401k plan with up to a 5% employer match
A retirement savings plan that is 100% company funded
Paid time off that begins with 24 days each year, with more days added when you celebrate milestone service anniversaries
Eligibility to receive a yearly bonus as a Munich Re employee
A variety of health and wellness programs provided at no cost
A hybrid environment that gives you a choice in where and how you get work done
A corporately subsidized on-site cafeteria as well as a We Proudly Serve coffee shop
An on-site complimentary workout facility as well as walking trails on campus grounds
On-site wellness center complete with nurse practitioner
Financial assistance for adoptions and infertility treatment
Paid time off for eligible family care needs
Tuition assistance and educational achievement bonuses
Free parking
A corporate matching gifts program that further enhances your charitable donation
Paid time off to volunteer in your community
At American Modern, a subsidiary of Munich Re, we see Diversity and Inclusion as a solution to the challenges and opportunities all around us. Our goal is to foster an inclusive culture and build a workforce that reflects the customers we serve and the communities in which we live and work. We strive to provide a workplace where all of our colleagues feel respected, valued and empowered to achieve their very best every day. We recruit and develop talent with a focus on providing our customers the most innovative products and services.
We are an equal opportunity employer. Reasonable accommodations may be made to enable individuals with disabilities to perform the essential functions.
Apply Now Save job
$29k-36k yearly est. 2d ago
Client Concierge/Client Specialist
Brightway Insurance 4.4
Palm Valley, FL jobs
Brightway Insurance is hiring a Full-Time Client Concierge in PVB
As a Client Concierge you will be the first point of contact for our clients, providing them with exceptional service and support. You will play a crucial role in maintaining our agency's reputation for excellence and ensuring client satisfaction.
Key Responsibilities
Greet and assist clients in person, via phone, email, and live chat, addressing inquiries and providing information on insurance products and services.
Assist 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.
Qualifications
High school diploma or equivalent; college degree preferred.
Previous experience in customerservice, 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 CustomerRepresentative license is preferred or the willingness to obtain one.
Established in 2008, Brightway Insurance has grown to become one of the largest privately-owned property and casualty insurance distribution companies in the U.S., with more than 350 agencies across 38 states and over $1.4 billion in annual premiums. Our unique franchise model offers agents the opportunity to focus on sales while we handle back-office operations, including carrier relations, licensing, and marketing support. This approach allows our agents to maximize their sales efforts and build lasting client relationships.
If you're an ambitious and driven individual eager to advance in the thriving insurance industry, Brightway Insurance offers the perfect opportunity. Take the next step in your career as a Client Concierge-apply today!
$34k-56k yearly est. 1d ago
Accounts Receivable Representative - Blue Bell, PA
PMA Companies 4.5
Blue Bell, PA jobs
Back Accounts Receivable Representative #4689 Multiple Locations Apply X Facebook LinkedIn Email Copy Job Description:
This role will be responsible for premium receivable collections and reporting related to PMA Companies and will require collection management skills and customerservice excellence.
Responsibilities:
Collection Management: Meet all departmental collection and processing standards for Insurance Company and TPA business segments; including research and analysis of billing and payment discrepancies and preparation of monthly collection action plans.
Broker Management: Ensure timely, accurate payment application and minimize late reporting.
CustomerService: Ensure prompt, complete, and professional communication with all stakeholders.
Financial Management: Research A/R reconciliation discrepancies, identifying the root cause and resolution to minimize future instances.
Prepare and distribute monthly billing statements with special handling requirements.
Approve the issuance of large claim payments for our TPA.
Enter TPA contract data in preparation for billing.
Prepare disbursement requests for client returns and broker commissions.
Demonstrate commitment to PMA's Code of Business Conduct and Ethics, and apply knowledge of compliance policies and procedures, standards and laws applicable to job responsibilities in the performance of work.
Requirements:
Bachelor's degree or at least 2 years of Accounts Receivable experience
Proficient with Microsoft Office suite
Strong oral and written communications skills
Excellent customerservice orientation
Strong analytical, problem solving, and settlement skills
Strong organization and time management skills
Ability to work well collaboratively and independently
$35k-43k yearly est. 3d ago
Accounts Receivable Representative - Blue Bell, PA
PMA Companies 4.5
Blue Bell, PA jobs
Back Accounts Receivable Representative #4649 Multiple Locations Apply X Facebook LinkedIn Email Copy Job Description:
This role will be responsible for premium receivable collections and reporting related to Old Republic Strategic Operating Companies (SOC) and will require collection management skills and customerservice excellence.
Responsibilities:
Collection Management: Meet all departmental collection and processing standards, including accurate cash application and issuance of cancellation notices.
Broker Management: Ensure timely, accurate payment remittance and minimize late reporting.
CustomerService: Ensure prompt, complete, and professional communication with all stakeholders.
Financial Management: Research A/R reconciliation discrepancies, identifying the root cause and resolution to minimize future instances.
Prepare monthly collection action reports for management.
Prepare disbursement requests for policyholder returns and broker commissions.
Demonstrate commitment to PMA's Code of Business Conduct and Ethics, and apply knowledge of compliance policies and procedures, standards and laws applicable to job responsibilities in the performance of work.
Requirements:
Bachelor's degree or at least 2 years of Accounts Receivable experience
Proficient with Microsoft Office suite
Strong oral and written communications skills
Excellent customerservice orientation
Strong analytical, problem solving, and settlement skills
Strong organization and time management skills
Ability to work well collaboratively and independently
$35k-43k yearly est. 2d ago
Inside Sales Representative - Property and Casualty (Primarily Home)
American Family Insurance 4.5
Akron, OH jobs
If you don't currently hold your Property & Casualty Producer's License, American Family will assist you in obtaining your license after offer acceptance.American Family covers the cost of the self-study course and exam(s). This position is responsible for quoting and selling insurance policy premiums to incoming sales prospects from advertising ad purchased leads while providing excellent customerservice to new and existing customers.
In this primarily home-based role, you will spend 80% of yourtime (4+ days per week) working from home, proximate to one ofour office locations (within approximately 100 miles). Those offices are: Madison, WI; Green Bay, WI; Phoenix, AZ; Minneapolis, MN; Akron, OH; Las Vegas, NV; Denver, CO; Atlanta, GA; Boston, MA; Keene, NH. Onoccasion you may be asked to travel to an office location for inperson engagement activities such as team meetings, trainings,and culture events.
Position Compensation Range:
$25.00 - $31.88
Pay Rate Type:
Hourly
Compensation may vary based on the job level and your geographic work location.
Relocation support is offered for eligible candidates.
Primary Accountabilities
*Quotes and sells insurance products to new and current customer.
*Advises prospects on appropriate insurance coverage and options relative to prospect circumstances and meeting the needs of the customer.
*Runs reports from various systems to verify accuracy of information provided by potential insured regarding insurance and driving history.
*Explains coverage and payment options to the customer.
*Responsible for outbound follow up on unsold internet leads which may have a likelihood of purchasing.
*Services existing customer policies as required including policy changes when customerservice is not available.
*Follows up on underwriting department requests to ensure policy underwriting adherence and improve retention.
*Attends sales meetings, seminars or educational activities to stay current with market trends, regulations and maintain state licensing.
Specialized Knowledge & Skills Requirements
*Possesses a thorough understanding of company guidelines with the ability to communicate those guidelines to customers and other employees.
*Familiar with Microsoft Office applications.
*Excellent written and verbal communication skills.
*Able to multi-task with speed and accuracy.
*Organizational and problem solving skills.
Licenses
*Must have or prepare to obtain Property and Casualty License within first 2 months of employment
Travel Requirements
*Up to 10%.
Ideal candidates will have prior sales experience.
#LI-Remote
Additional Information
Offer to selected candidate will be made contingent on the results of applicable background checks
Offer to selected candidate is contingent on signing a non-disclosure agreement for proprietary information, trade secrets, and inventions
Sponsorship will not be considered for this position unless specified in the posting
We provide benefits that support your physical, emotional, and financial wellbeing. You will have access to comprehensive medical, dental, vision and wellbeing benefits that enable you to take care of your health. We also offer a competitive 401(k) contribution, a pension plan, an annual incentive, 9 paid holidays and a paid time off program (23 days accrued annually for full-time employees). In addition, our student loan repayment program and paid-family leave are available to support our employees and their families. Interns and contingent workers are not eligible for American Family Insurance Group benefits.
We are an equal opportunity employer. It is our policy to comply with all applicable federal, state and local laws pertaining to non-discrimination, non-harassment and equal opportunity. We also consider qualified applicants with criminal histories, consistent with applicable federal, state and local law.
American Family Insurance is committed to the full inclusion of all qualified individuals. If a reasonable accommodation is needed to participate in the job application or interview process, to perform essential job functions, and/or to receive other benefits and privileges of employment, please email to request a reasonable accommodation.
#LI-JM1
$25-31.9 hourly 2d ago
Inside Sales Representative - Property and Casualty (Primarily Home)
American Family Insurance 4.5
Keene, NH jobs
If you don't currently hold your Property & Casualty Producer's License, American Family will assist you in obtaining your license after offer acceptance.American Family covers the cost of the self-study course and exam(s). This position is responsible for quoting and selling insurance policy premiums to incoming sales prospects from advertising ad purchased leads while providing excellent customerservice to new and existing customers.
In this primarily home-based role, you will spend 80% of yourtime (4+ days per week) working from home, proximate to one ofour office locations (within approximately 100 miles). Those offices are: Madison, WI; Green Bay, WI; Phoenix, AZ; Minneapolis, MN; Akron, OH; Las Vegas, NV; Denver, CO; Atlanta, GA; Boston, MA; Keene, NH. Onoccasion you may be asked to travel to an office location for inperson engagement activities such as team meetings, trainings,and culture events.
Position Compensation Range:
$25.00 - $31.88
Pay Rate Type:
Hourly
Compensation may vary based on the job level and your geographic work location.
Relocation support is offered for eligible candidates.
Primary Accountabilities
*Quotes and sells insurance products to new and current customer.
*Advises prospects on appropriate insurance coverage and options relative to prospect circumstances and meeting the needs of the customer.
*Runs reports from various systems to verify accuracy of information provided by potential insured regarding insurance and driving history.
*Explains coverage and payment options to the customer.
*Responsible for outbound follow up on unsold internet leads which may have a likelihood of purchasing.
*Services existing customer policies as required including policy changes when customerservice is not available.
*Follows up on underwriting department requests to ensure policy underwriting adherence and improve retention.
*Attends sales meetings, seminars or educational activities to stay current with market trends, regulations and maintain state licensing.
Specialized Knowledge & Skills Requirements
*Possesses a thorough understanding of company guidelines with the ability to communicate those guidelines to customers and other employees.
*Familiar with Microsoft Office applications.
*Excellent written and verbal communication skills.
*Able to multi-task with speed and accuracy.
*Organizational and problem solving skills.
Licenses
*Must have or prepare to obtain Property and Casualty License within first 2 months of employment
Travel Requirements
*Up to 10%.
Ideal candidates will have prior sales experience.
#LI-Remote
Additional Information
Offer to selected candidate will be made contingent on the results of applicable background checks
Offer to selected candidate is contingent on signing a non-disclosure agreement for proprietary information, trade secrets, and inventions
Sponsorship will not be considered for this position unless specified in the posting
We provide benefits that support your physical, emotional, and financial wellbeing. You will have access to comprehensive medical, dental, vision and wellbeing benefits that enable you to take care of your health. We also offer a competitive 401(k) contribution, a pension plan, an annual incentive, 9 paid holidays and a paid time off program (23 days accrued annually for full-time employees). In addition, our student loan repayment program and paid-family leave are available to support our employees and their families. Interns and contingent workers are not eligible for American Family Insurance Group benefits.
We are an equal opportunity employer. It is our policy to comply with all applicable federal, state and local laws pertaining to non-discrimination, non-harassment and equal opportunity. We also consider qualified applicants with criminal histories, consistent with applicable federal, state and local law.
American Family Insurance is committed to the full inclusion of all qualified individuals. If a reasonable accommodation is needed to participate in the job application or interview process, to perform essential job functions, and/or to receive other benefits and privileges of employment, please email to request a reasonable accommodation.
#LI-JM1
$25-31.9 hourly 2d ago
Property and Casualty Client Specialist
M3 Insurance 3.9
Madison, WI jobs
The Opportunity
As a Property & Casualty Client Specialist at M3, you'll be instrumental in bolstering our sales and client management endeavors. Your role is pivotal, focusing on policy accuracy and nurturing robust client relations through timely service and adept communication.
Dive into a dynamic environment where your attention to detail and proactive approach will shine. Key responsibilities encompass policy management, client responsiveness, and project collaboration. If you're a detail-oriented communicator who thrives in fast-paced settings, join us and be at the forefront of shaping exceptional client experiences!
How You Will Make an Impact
Provide support to our Property and Casualty service and sales teams.
Ensure clients' needs are promptly and accurately addressed, fostering trust and satisfaction.
Efficiently handle policy tasks such as certificates, audits, and reviews, adhering to our high service standards.
Navigate our agency management system, Epic, with finesse to process policy changes seamlessly.
Offer project assistance to our Client Managers as required, contributing to team synergy and success.
What You Will Need to Succeed
High school diploma or equivalent is required.
Property and Casualty insurance license preferred or willing to obtain upon hire.
Minimum of one year administrative/clerical experience and/or training is required.
Demonstrated proficiency in professional verbal and written communication.
Knowledgeable about insurance products, markets, sales processes, and workflow procedures.
Team player mentality, delegating effectively and fostering trust among colleagues.
Demonstrated proficiency in Microsoft Windows-based software applications, including Word, Excel, and PowerPoint required.
Join Us
Your role at M3 won't be about the boundaries presented in a job description - it's about the possibilities that you can envision once you walk through the doors on your first day. We're looking for people ready to take control of their career and excited to make a real impact with their position.
Who We Are
As an insurance broker, M3 helps you manage risk, purchase insurance, and provide benefits to your employees. We partner with clients on everything from property & casualty and employee benefits to personal lines, executive benefits, and employer-sponsored retirement plans. And, we're privately owned and independent which means we're doing what's best for our clients - not what's best for Wall Street or private equity.
What Draws People to M3
Autonomy- Being able to work towards a common goal, but how you get there is an open book.
Immediate Impact- Every M3er can make an impact, from day one in any role.
Powered by Team- Be a part of a close-knit group of team members with whom you build trust and share responsibility.
People- Every M3er is unique in their own way, M3 is a collection of unique achievers.
At M3 Insurance experience the best of both worlds with our dynamic flexible work environment. Enjoy the flexibility to work remotely while still fostering collaboration and innovation in our office spaces. We prioritize work-life balance and empower our employees to thrive in a supportive and inclusive atmosphere.
Benefits as an M3er
Joining the M3 team means gaining access to a host of exceptional benefits and perks. Our benefits package is continuously evolving to cater to the needs of our team members. From flexible time-off and paid parental leave to employee appreciation events and volunteering opportunities, we prioritize the well-being and satisfaction of our employees. Additionally, our profit-sharing program ensures that every member of our team shares in the success of our organization. These enticing benefits showcase our commitment to nurturing and retaining top talent within our organization.
Diversity, Equity & Inclusion
M3 is building a culture focused on learning and progression, where M3ers are empowered by education, inclusive conversations, and real action that supports the future we envision.
Equal Employment Opportunity
M3 is committed to providing equal employment opportunity for all qualified individuals regardless of their age, sex, color, race, creed, national origin or ancestry, religion, marital status, military status, sexual orientation, disability/handicap, family responsibilities, non-relevant arrest or conviction records, or any other basis protected by law. In addition, we are committed to fully observing all relevant non-discrimination laws, including those regarding veterans' status, and will make reasonable accommodations for otherwise qualified individuals as appropriate.
This commitment is reflected in all M3's practices and policies regarding hiring, training, promotions, transfers, rates of pay, and layoff, as well as in all forms of compensation, granting leaves of absence and in any other conditions of employment. All matters relating to employment are based upon ability to perform the job.
In the best interests of M3 and all of its employees, every employee is to make every effort to avoid bias or prejudice in the workplace with regard to the above categories.
$57k-99k yearly est. 29d ago
Licensed Insurance Customer Service
State Farm Agency-New Orleans 3.9
Metairie, LA jobs
Job Description
Successful State Farm Agent is seeking a qualified professional to join their winning team for the role of Licensed CustomerServiceRepresentative - State Farm Agent Team Member. Active Property and Casualty license is required. We seek a licensed energetic professional interested in helping our business grow through value-based conversations and remarkable customer experience.
Responsibilities include but not limited to:
Establish customer relationships and follow up with customers, as needed
Provide prompt, accurate, and friendly customerservice. Service can include responding to inquiries regarding insurance availability, eligibility, coverages, policy changes, transfers, claim submissions, and billing clarification
Use a customer-focused, needs-based review process to educate customers about insurance options
Maintain a strong work ethic with a total commitment to success each and every day
What we provide
Minimum salary $18.00/hour; salary will be increased dependent upon experience, licensing and performance.
Once licensed, bonuses and commissions will be paid on sales performance.
Paid time off (vacation)
Retirement plan (after first year)
Valuable experience
Growth potential/Opportunity for advancement within my office
Requirements
Property & Casualty license (required)
Life and Health license (required)
Excellent interpersonal skills
Excellent communication skills - written, verbal and listening
People-oriented
Organizational skills
Self-motivated
Detail oriented
Proactive in problem solving
Dedicated to customerservice
Able to learn computer functions
Pride in getting work done accurately and timely
Ability to work in a team environment
Ability to multi-task
Provide timely and thorough activity reports to agent
Selected candidate is expected to remain current in product changes, licensing, technical developments, and continuing education
If you are motivated to succeed and can see yourself in this role, please submit your resume. We will follow up with you on the next steps in the interview process.
This position is with a State Farm independent contractor agent, not with State Farm Insurance Companies. Employees of State Farm agents must be able to successfully complete any applicable licensing requirements and training programs. State Farm agents are independent contractors who hire their own employees. State Farm agents employees are not employees of State Farm.
$18 hourly 21d ago
Client Specialist - Business Insurance
Marsh McLennan 4.9
Golden Valley, MN jobs
Company:Marsh McLennan AgencyDescription:
Client Specialist - Business Insurance
Our not-so-secret sauce.
Award-winning, inclusive, Top Workplace culture doesn't happen overnight. It's a result of hard work by extraordinary people. The industry's brightest talent drive our efforts to deliver purposeful work and meaningful impact every day. Learn more about what makes us different and how you can make your mark as a Client Representative at MMA.
Marsh McLennan Agency (MMA) provides business insurance, employee health & benefits, retirement, and private client insurance solutions to organizations and individuals seeking limitless possibilities. With offices across North America, we combine the personalized service model of a local consultant with the global resources of the world's leading professional services firm, Marsh McLennan (NYSE: MMC).
A day in the life.
As our Client Specialist on the Business Insurance team, you'll be responsible for servicing and retaining an existing book of business which includes marketing and placement of new and renewal accounts. This would include review and processing of policies, marketing of accounts for competitive renewal pricing, issuing certificates of insurance after reviewing contracts; using insurance carrier websites to obtain online quotes for clients; creating proposals; preparing policies for delivery and other day-to-day tasks as directed by the department manager.
Our future colleague.
We'd love to meet you if your professional track record includes these skills:
Education Requirement: A high school diploma or equivalent is required
A minimum of 2 years knowledge of the commercial insurance industry, laws, products, coverage, and markets is essential
Extensive knowledge of insurance company markets and conditions, binding authority, procedures and underwriting guidelines
Excellent communication skills to effectively servicecustomers
Be a self-starter; and problem solver with good time management skills and the ability to be organized and meet deadlines
These additional qualifications are a plus, but not required to apply:
College degree preferred
We know there are excellent candidates who might not check all of these boxes. Don't be shy. If you're close, we'd be very interested in meeting you.
Valuable benefits.
We value and respect the impact our colleagues make every day both inside and outside of work. Our culture promotes colleague well-being through robust benefits programs and resources, professional and personal development opportunities, and fulfillment through meaningful work.
Some benefits included in this role are:
Generous time off, including personal and volunteering
Tuition reimbursement and professional development opportunities
Hybrid work
Charitable contribution match programs
Stock purchase opportunities
To learn more about a career at MMA, check out our website or flip through our recruiting brochure.
Follow us on social media to meet our colleagues and see what makes us tick:
Instagram
Facebook
X
LinkedIn
Who
you
are is who
we
are.
We embrace a culture that celebrates and promotes the many backgrounds, heritages and perspectives of our colleagues and clients. We are always seeking those with ethics, talent, and ambition who are interested in joining our client-focused teams.
Marsh McLennan and its affiliates are EOE Minority/Female/Disability/Vet/Sexual Orientation/Gender Identity employers.
#MMAUMW
#LI-Hybrid
#MMABI
The applicable base salary range for this role is $49,000 to $91,300.The base pay offered will be determined on factors such as experience, skills, training, location, certifications, education, and any applicable minimum wage requirements. Decisions will be determined on a case-by-case basis. In addition to the base salary, this position may be eligible for performance-based incentives.We are excited to offer a competitive total rewards package which includes health and welfare benefits, tuition assistance, 401K savings and other retirement programs as well as employee assistance programs.
$49k-91.3k yearly Auto-Apply 8d ago
Client Specialist - Business Insurance National Accounts
Marsh McLennan 4.9
Golden Valley, MN jobs
Company:Marsh McLennan AgencyDescription:
Client Specialist - Business Insurance National Accounts
Our not-so-secret sauce.
Award-winning, inclusive, Top Workplace culture doesn't happen overnight. It's a result of hard work by extraordinary people. The industry's brightest talent drive our efforts to deliver purposeful work and meaningful impact every day. Learn more about what makes us different and how you can make your mark as a Client Specialist at MMA.
Marsh McLennan Agency (MMA) provides business insurance, employee health & benefits, retirement, and private client insurance solutions to organizations and individuals seeking limitless possibilities. With offices across North America, we combine the personalized service model of a local consultant with the global resources of the world's leading professional services firm, Marsh McLennan (NYSE: MMC).
A day in the life.
As a Client Specialist on the National Accounts team, you will work directly with a Client Executive and Client Advisor/Director to service and retain an existing book of business for large revenue accounts. Your day-to-day would involve a variety of tasks ranging from reviewing/processing of policies, issuing certificates of insurance after reviewing contracts, creating proposals, processing endorsements, invoicing and other day-to-day tasks as directed by the department manager.
Our future colleague.
We'd love to meet you if your professional track record includes these skills:
High school diploma or equivalent is required
Minimum of 4 years knowledge of commercial insurance industry, laws, products, coverages and markets is essential
Excellent communication skills to effectively servicecustomers
Thrives in a team environment
Be a self-starter; problem solver
Organized with good time management skills to allow for handling a wide variety of tasks and meeting deadlines
Detail oriented
Property & Casualty License required
These additional qualifications are a plus, but not required to apply:
College degree is preferred
We know there are excellent candidates who might not check all of these boxes. Don't be shy. If you're close, we'd be very interested in meeting you.
Valuable benefits.
We value and respect the impact our colleagues make every day both inside and outside of work. Our culture promotes colleague well-being through robust benefits programs and resources, professional and personal development opportunities, and fulfillment through meaningful work.
Some benefits included in this role are:
Generous time off, including personal and volunteering
Tuition reimbursement and professional development opportunities
Hybrid work
Charitable contribution match programs
Stock purchase opportunities
To learn more about a career at MMA, check out our website or flip through our recruiting brochure.
Follow us on social media to meet our colleagues and see what makes us tick:
Instagram
Facebook
X
LinkedIn
Who
you
are is who
we
are.
We embrace a culture that celebrates and promotes the many backgrounds, heritages and perspectives of our colleagues and clients. We are always seeking those with ethics, talent, and ambition who are interested in joining our client-focused teams.
Marsh McLennan and its affiliates are EOE Minority/Female/Disability/Vet/Sexual Orientation/Gender Identity employers.
#MMAUMW
#LI-Hybrid
#MMABI
The applicable base salary range for this role is $49,000 to $91,300.The base pay offered will be determined on factors such as experience, skills, training, location, certifications, education, and any applicable minimum wage requirements. Decisions will be determined on a case-by-case basis. In addition to the base salary, this position may be eligible for performance-based incentives.We are excited to offer a competitive total rewards package which includes health and welfare benefits, tuition assistance, 401K savings and other retirement programs as well as employee assistance programs.
$49k-91.3k yearly Auto-Apply 10d ago
Client Specialist, Business Insurance
Marsh McLennan 4.9
Livonia, MI jobs
Company:Marsh McLennan AgencyDescription:
Client Specialist, Business Insurance
Our not-so-secret sauce.
Award-winning, inclusive, Top Workplace culture doesn't happen overnight. It's a result of hard work by extraordinary people. The industry's brightest talent drive our efforts to deliver purposeful work and meaningful impact every day. Learn more about what makes us different and how you can make your mark as a Client Specialist at MMA.
Marsh McLennan Agency (MMA) provides business insurance, employee health & benefits, retirement, and private client insurance solutions to organizations and individuals seeking limitless possibilities. With offices across North America, we combine the personalized service model of a local consultant with the global resources of the world's leading professional services firm, Marsh McLennan (NYSE: MMC).
A day in the life.
As our Client Specialist on the Business Insurance team, you'll work directly with the Account Director / Account Executive and be responsible for servicing, growing, and retaining an existing commercial book of business. This includes the ability to manage workload by processing daily servicing tasks. You will be responsible for assisting the team with marketing and placement of new & renewal commercial accounts.
This position has the ability to work out of any of our Michigan offices in Grand Rapids, Livonia or Troy.
Our future colleague.
We'd love to meet you if your professional track record includes these skills:
Bachelor's degree preferred.
Minimum 1-3 years commercial insurance experience is preferred.
Property/Casualty license or ability to attain preferred.
Licensed Insurance Counselor license or ability to attain is required.
Must be a self-starter, be able to work under extreme pressure, multi-task, be detailed and meet deadlines.
Ability to work well with people, in a team environment, and to communicate effectively at all levels is required.
Excellent verbal and written communication skills and a proven ability to establish relationships at all levels.
Flexibility and creativity for developing innovative and customized business solutions.
Strong analytical and problem-solving skills.
High level of proficiency with Microsoft Office applications to include Excel, Word, PowerPoint, and Outlook preferred.
We know there are excellent candidates who might not check all of these boxes. Don't be shy. If you're close, we'd be very interested in meeting you.
Valuable benefits.
We value and respect the impact our colleagues make every day both inside and outside our organization. We've built a culture that promotes colleague well-being through robust benefit programs and resources, encourages professional and personal development, and celebrates opportunities to pursue the projects and causes that give colleagues fulfilment outside of work.
Some benefits included in this role are:
Generous time off, including personal and volunteering
Tuition reimbursement and professional development opportunities
Hybrid work
Charitable contribution match programs
Stock purchase opportunities
To learn more about a career at MMA, check us out online: *************************** or flip through our recruiting brochure: **********************
Follow us on LinkedIn, Facebook, Instagram, and Twitter to meet our colleagues and see what makes us tick:
************************************
**********************************
*******************************************************
Who
you
are is who
we
are.
We embrace a culture that celebrates and promotes the many backgrounds, heritages and perspectives of our colleagues and clients. We are always seeking those with ethics, talent, and ambition who are interested in joining our client-focused teams.
Marsh McLennan and its affiliates are EOE Minority/Female/Disability/Vet/Sexual Orientation/Gender Identity employers.
#MMABI
#LI-Hybrid
#MMAUMW
$47k-78k yearly est. Auto-Apply 60d+ ago
Client Relationship Specialist
Brightway Insurance 4.4
Jacksonville, FL jobs
About Brightway
Established in 2008, Brightway is proud to be one of the fastest-growing insurance agency systems in the United States. With over 350 franchises spanning 35+ states and an impressive $1.3 billion in annual premiums, we rank among the nation s largest privately owned property and casualty insurance distribution companies. We support our agency owners with comprehensive back-office services, marketing resources, and continuous learning and development.
We are embarking on the next stage of our customer-centric growth, driven by innovation from our talented associates and the application of cutting-edge technologies. This growth has opened doors for creative thinkers who thrive in a diverse and collaborative culture. As a Brightway team member, you'll engage in exciting projects that are reshaping the industry, working alongside a dedicated team committed to delivering exceptional customerservice and safeguarding our clients' most valuable assets.
-----------------------------------------------------------------------------------------------------------------------------------------
Scope
The Engagement Center ensures that Brightway clients receive exceptional service. This position provides a broad range of insurance-related customerservice and business development support, by cultivating, maintaining, and enhancing an organization's relationships with its clients & Agency Owners. This role contributes to Brightway s retention, and community-building efforts with carriers, ensuring seamless service delivery. This individual will play a pivotal role in ensuring that clients feel valued and understood, which is crucial to fostering long-term loyalty and satisfaction.
Job Responsibilities
Client Interaction & Support:
Manage inbound requests via phone, email, and other communication channels, ensuring timely and effective resolutions.
Provide exceptional service by addressing inquiries, processing requests, and resolving concerns with professionalism and efficiency.
Documents interactions accurately in CRM and other systems.
Sales & Retention:
Proactively engage and maintain relationships with clients through outbound calls to offer additional products, policy reviews, and solutions tailored to their needs.
Implement upsell and cross-sell opportunities to drive business growth while ensuring client satisfaction.
Drive policy renewals and retention efforts by educating clients on coverage options and benefits.
Process Improvement & Collaboration:
Leverage emerging technology to streamline workflows, improve efficiency, and enhance the client experience.
Actively participate in training and continuous learning initiatives to stay updated on industry trends and company policies.
Collaborate with internal teams and external agents to improve service quality and operational effectiveness.
Skills, Licenses, Certifications
Must obtain a personal lines insurance license within 60 days of employment
Strong customerservice mindset with a passion for delivering exceptional experiences.
Ability to learn and effectively use Brightway systems, CRM tools, and insurance platforms
High level of accuracy, attention to detail, and ability to multitask in a fast-paced environment.
Excellent verbal and written communication skills; ability to simplify complex insurance terms for customers
Analytical problem-solving skills with the ability to assess customer needs and present logical solutions.
Demonstrated ability to work both independently and as part of a team, contributing to shared goals.
Tech-savvy with a willingness to adopt and leverage new tools and processes.
Education and Experience
This position requires a bachelor s degree and 2-4 years experience in a customerservice or sales environment. Education or experience focused on insurance, risk management or entrepreneurship is preferred, but not required.
This position is onsite in Jacksonville, Florida.
-----------------------------------------------------------------------------------------------------------------------------------------
Equal Employment Opportunity:
Brightway Insurance is committed to creating a diverse and inclusive workplace that values and respects the contributions of all individuals. We are an equal opportunity employer and do not discriminate based on race, color, national origin, sex, age, disability, religion, sexual orientation, gender identity, or any other characteristic protected by applicable law.
We believe that a diverse workforce is essential to our success and fosters innovation, creativity, and collaboration. Our goal is to provide a work environment that is free from discrimination and harassment, where everyone has an equal opportunity to succeed and grow.
$34k-55k yearly est. 32d ago
Client Relationship Specialist
Brightway 4.4
Jacksonville, FL jobs
About
Brightway
Established
in
2008
Brightway
is
proud
to
be
one
of
the
fastest
growing
insurance
agency
systems
in
the
United
States
With
over
350
franchises
spanning
35
states
and
an
impressive
13
billion
in
annual
premiums
we
rank
among
the
nations
largest
privately
owned
property
and
casualty
insurance distribution companies We support our agency owners with comprehensive back office services marketing resources and continuous learning and development We are embarking on the next stage of our customer centric growth driven by innovation from our talented associates and the application of cutting edge technologies This growth has opened doors for creative thinkers who thrive in a diverse and collaborative culture As a Brightway team member youll engage in exciting projects that are reshaping the industry working alongside a dedicated team committed to delivering exceptional customerservice and safeguarding our clients most valuable assets Scope The Engagement Center ensures that Brightway clients receive exceptional service This position provides a broad range of insurance related customerservice and business development support by cultivating maintaining and enhancing an organizations relationships with its clients & Agency Owners This role contributes to Brightways retention and community building efforts with carriers ensuring seamless service delivery This individual will play a pivotal role in ensuring that clients feel valued and understood which is crucial to fostering long term loyalty and satisfaction Job Responsibilities Client Interaction & Support Manage inbound requests via phone email and other communication channels ensuring timely and effective resolutions Provide exceptional service by addressing inquiries processing requests and resolving concerns with professionalism and efficiency Documents interactions accurately in CRM and other systems Sales & Retention Proactively engage and maintain relationships with clients through outbound calls to offer additional products policy reviews and solutions tailored to their needs Implement upsell and cross sell opportunities to drive business growth while ensuring client satisfaction Drive policy renewals and retention efforts by educating clients on coverage options and benefits Process Improvement & Collaboration Leverage emerging technology to streamline workflows improve efficiency and enhance the client experience Actively participate in training and continuous learning initiatives to stay updated on industry trends and company policies Collaborate with internal teams and external agents to improve service quality and operational effectiveness Skills Licenses Certifications Must obtain a personal lines insurance license within 60 days of employment Strong customerservice mindset with a passion for delivering exceptional experiences Ability to learn and effectively use Brightway systems CRM tools and insurance platforms High level of accuracy attention to detail and ability to multitask in a fast paced environment Excellent verbal and written communication skills; ability to simplify complex insurance terms for customers Analytical problem solving skills with the ability to assess customer needs and present logical solutions Demonstrated ability to work both independently and as part of a team contributing to shared goals Tech savvy with a willingness to adopt and leverage new tools and processes Education and Experience This position requires a bachelors degree and 2 4 years experience in a customerservice or sales environment Education or experience focused on insurance risk management or entrepreneurship is preferred but not required This position is onsite in Jacksonville Florida Equal Employment Opportunity Brightway Insurance is committed to creating a diverse and inclusive workplace that values and respects the contributions of all individuals We are an equal opportunity employer and do not discriminate based on race color national origin sex age disability religion sexual orientation gender identity or any other characteristic protected by applicable law We believe that a diverse workforce is essential to our success and fosters innovation creativity and collaboration Our goal is to provide a work environment that is free from discrimination and harassment where everyone has an equal opportunity to succeed and grow
$34k-55k yearly est. 35d ago
Client Relationship Specialist
Brightway Insurance 4.4
Jacksonville, FL jobs
Job Description
About Brightway
Established in 2008, Brightway is proud to be one of the fastest-growing insurance agency systems in the United States. With over 350 franchises spanning 35+ states and an impressive $1.3 billion in annual premiums, we rank among the nation's largest privately owned property and casualty insurance distribution companies. We support our agency owners with comprehensive back-office services, marketing resources, and continuous learning and development.
We are embarking on the next stage of our customer-centric growth, driven by innovation from our talented associates and the application of cutting-edge technologies. This growth has opened doors for creative thinkers who thrive in a diverse and collaborative culture. As a Brightway team member, you'll engage in exciting projects that are reshaping the industry, working alongside a dedicated team committed to delivering exceptional customerservice and safeguarding our clients' most valuable assets.
-----------------------------------------------------------------------------------------------------------------------------------------
Scope
The Engagement Center ensures that Brightway clients receive exceptional service. This position provides a broad range of insurance-related customerservice and business development support, by cultivating, maintaining, and enhancing an organization's relationships with its clients & Agency Owners. This role contributes to Brightway's retention, and community-building efforts with carriers, ensuring seamless service delivery. This individual will play a pivotal role in ensuring that clients feel valued and understood, which is crucial to fostering long-term loyalty and satisfaction.
Job Responsibilities
Client Interaction & Support:
Manage inbound requests via phone, email, and other communication channels, ensuring timely and effective resolutions.
Provide exceptional service by addressing inquiries, processing requests, and resolving concerns with professionalism and efficiency.
Documents interactions accurately in CRM and other systems.
Sales & Retention:
Proactively engage and maintain relationships with clients through outbound calls to offer additional products, policy reviews, and solutions tailored to their needs.
Implement upsell and cross-sell opportunities to drive business growth while ensuring client satisfaction.
Drive policy renewals and retention efforts by educating clients on coverage options and benefits.
Process Improvement & Collaboration:
Leverage emerging technology to streamline workflows, improve efficiency, and enhance the client experience.
Actively participate in training and continuous learning initiatives to stay updated on industry trends and company policies.
Collaborate with internal teams and external agents to improve service quality and operational effectiveness.
Skills, Licenses, Certifications
Must obtain a personal lines insurance license within 60 days of employment
Strong customerservice mindset with a passion for delivering exceptional experiences.
Ability to learn and effectively use Brightway systems, CRM tools, and insurance platforms
High level of accuracy, attention to detail, and ability to multitask in a fast-paced environment.
Excellent verbal and written communication skills; ability to simplify complex insurance terms for customers
Analytical problem-solving skills with the ability to assess customer needs and present logical solutions.
Demonstrated ability to work both independently and as part of a team, contributing to shared goals.
Tech-savvy with a willingness to adopt and leverage new tools and processes.
Education and Experience
This position requires a bachelor's degree and 2-4 years' experience in a customerservice or sales environment. Education or experience focused on insurance, risk management or entrepreneurship is preferred, but not required.
This position is onsite in Jacksonville, Florida.
-----------------------------------------------------------------------------------------------------------------------------------------
Equal Employment Opportunity:
Brightway Insurance is committed to creating a diverse and inclusive workplace that values and respects the contributions of all individuals. We are an equal opportunity employer and do not discriminate based on race, color, national origin, sex, age, disability, religion, sexual orientation, gender identity, or any other characteristic protected by applicable law.
We believe that a diverse workforce is essential to our success and fosters innovation, creativity, and collaboration. Our goal is to provide a work environment that is free from discrimination and harassment, where everyone has an equal opportunity to succeed and grow.
$34k-55k yearly est. 2d ago
Client Relationship Specialist
Brightway Insurance 4.4
Jacksonville, FL jobs
About Brightway
Established in 2008, Brightway has grown to become one of the largest privately-owned property/casualty insurance distribution companies in the U.S. with more than 350 agencies in 38 states and more than $1.4 billion in annual premiums. Brightway is a purpose and core value-driven organization. We provide a blueprint for a future-proofed life. Through our successful model, agency owners focus on protecting their clients most important assets through consultation, curated choice, and confidence. While Brightway focuses on our agency owners through back office, marketing support, and constant learning and development. Additionally, Brightway builds, integrates, and launches best-in-class and proprietary technology to help our agency owners better connect with clients to deepen relationships and drive success.
Scope
The Engagement Center ensures that Brightway clients receive exceptional service. This position provides a broad range of insurance-related customerservice and business development support, by cultivating, maintaining, and enhancing an organization's relationships with its clients & Agency Owners. This role contributes to Brightway s retention, and community-building efforts with carriers, ensuring seamless service delivery. This individual will play a pivotal role in ensuring that clients feel valued and understood, which is crucial to fostering long-term loyalty and satisfaction.
Job Responsibilities
Client Interaction & Support:
Manage inbound requests via phone, email, and other communication channels, ensuring timely and effective resolutions.
Provide exceptional service by addressing inquiries, processing requests, and resolving concerns with professionalism and efficiency.
Documents interactions accurately in CRM and other systems.
Sales & Retention:
Proactively engage and maintain relationships with clients through outbound calls to offer additional products, policy reviews, and solutions tailored to their needs.
Implement upsell and cross-sell opportunities to drive business growth while ensuring client satisfaction.
Drive policy renewals and retention efforts by educating clients on coverage options and benefits.
Process Improvement & Collaboration:
Leverage emerging technology to streamline workflows, improve efficiency, and enhance the client experience.
Actively participate in training and continuous learning initiatives to stay updated on industry trends and company policies.
Collaborate with internal teams and external agents to improve service quality and operational effectiveness.
Skills, Licenses, Certifications
Must obtain a personal lines insurance license within 60 days of employment
Strong customerservice mindset with a passion for delivering exceptional experiences.
Ability to learn and effectively use Brightway systems, CRM tools, and insurance platforms
High level of accuracy, attention to detail, and ability to multitask in a fast-paced environment.
Excellent verbal and written communication skills; ability to simplify complex insurance terms for customers
Analytical problem-solving skills with the ability to assess customer needs and present logical solutions.
Demonstrated ability to work both independently and as part of a team, contributing to shared goals.
Tech-savvy with a willingness to adopt and leverage new tools and processes.
Education and Experience
This position requires a bachelor s degree and 2-4 years experience in a customerservice or sales environment. Education or experience focused on insurance, risk management or entrepreneurship is preferred, but not required.
This position is onsite in Jacksonville, Florida.
Equal Employment Opportunity:
Brightway Insurance is committed to creating a diverse and inclusive workplace that values and respects the contributions of all individuals. We are an equal opportunity employer and do not discriminate based on race, color, national origin, sex, age, disability, religion, sexual orientation, gender identity, or any other characteristic protected by applicable law.
We believe that a diverse workforce is essential to our success and fosters innovation, creativity, and collaboration. We are dedicated to ensuring that our hiring, promotion, and training practices reflect this commitment. We encourage applications from individuals of all backgrounds and experiences and look forward to building a diverse team that reflects the communities we serve.