Brightway Insurance jobs in Jacksonville, FL - 29 jobs
Customer Service Representative (4-40 needed)
Brightway Insurance 4.4
Brightway Insurance job in Jacksonville, FL
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 Customer Service Representative (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 customer service 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 Customer Service License required
1+ years of experience in insurance or a customer service-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
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Client Concierge/Client Specialist
Brightway Insurance 4.4
Brightway Insurance job in Saint Augustine, FL
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 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 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
Commercial Lines Advisor
Brightway 4.4
Brightway job in Jacksonville, FL
About
Brightway
Established
in
2008
Brightway
has
grown
to
become
one
of
the
largest
privately
owned
propertycasualty
insurance
distribution
companies
in
the
US
with
more
than
350
agencies
in
38
states
and
more
than
14
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 Under general supervision provides a broad range of insurance related customer service and business development support and services to our AAOs as well as existing customers in order to maintain and strengthen relationships Plays a key role as the facevoice of Brightway to inbound callers and those who receive outbound calls Works with all levels of the organization to promptly resolve issues to ensure satisfaction Job Responsibilities Handles requests received in inbound phone calls and emails from customers agents and others Proactively makes outbound phone calls with the purpose of providing service or selling additional productsservices Fulfills requesters needs ensuring satisfaction Acts as mentor to those less experienced Listens to and incorporates feedback Documents activities and follow up in appropriate systems regularly and accurately Performs other related duties as assigned Reports activity and outcomes to manager Skills Licenses Certifications Strong customer service mindset a desire and ability to deliver service that provides a high level of satisfaction Strong communicator; must be able to convey ideas in a clear and concise manner Ability to learn new Brightway systems and procedures Independent judgment and decision making Ability to learn embrace and put into practice new concepts and skills Able to gather and analyze facts and data draw inferences weigh alternatives and present logical solutions Able to manage own time activities and resources Team player; must be able to contribute to the team and rely on others to achieve objectives Can demonstrate Brightway values of Smart Accountable and Trustworthy Education and Experience This position requires a bachelors degree and 2 5 years experience in Commercial Lines Customer Service or a related field The applicant must be proficient in Microsoft Office products Word Excel Outlook PowerPoint and must have a Property and Casualty license This position is based in JacksonvilleFlorida 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
$56k-85k yearly est. 60d+ ago
Insurance Sales Agent
Brightway 4.4
Brightway job in Jacksonville, FL
Advance
your
career
with
Brightway
Insurance
one
of
the
largest
and
fastest
growing
independent
personal
lines
insurance
agencies
in
the
US
We
offer
access
to
more
markets
than
other
agencies
allowing
our
agents
to
provide
customized
insurance
solutions
tailored
to
each
clients
unique
needsat
a price they can afford We are expanding and looking for motivated insurance professionals or individuals with a proven track record of success who are eager to build a rewarding career At Brightway we invest in your success with industry leading sales training lead generation support and mentorship from top performing agents As a Brightway Insurance Sales Representative youll focus on developing client relationships within your community and offering a full suite of insurance products including Auto Home Commercial and Life Insurance Our streamlined operations allow you to maximize your sales efforts without being weighed down by administrative tasks Key Responsibilities Sell Auto Home Life and Commercial Insurance using consultative sales techniques Identify and engage potential customers through established lead generation methods Advise clients on tailored insurance solutions that meet their unique needs Develop and maintain strong business relationships Participate in incentive programs and sales contests to drive performance Consistently exceed sales targets for new business quotes and policy issuance Qualifications Experience in a fast paced sales environment preferred High school diploma required Strong communication and interpersonal skills Persuasive negotiation abilities Excellent organizational and time management skills to thrive in a dynamic semi autonomous environment Analytical skills to understand coverage details and underwriting guidelines
$34k-60k yearly est. 33d ago
Business Development Associate
Brightway Insurance 4.4
Brightway Insurance job in Jacksonville, FL
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 customer service and safeguarding our clients' most valuable assets.
Scope
Brightway Insurance's dynamic 6 to 12-month program is designed to cultivate business professionals into future industry leaders. Through comprehensive training and mentorship in product knowledge, sales techniques, and business operations, you'll gain the skills needed to excel. Tailored to your progression, the program offers a phased approach with specific milestones and support structures, ensuring your success in this stable yet dynamic industry. Embark on a journey from onboarding and education to hands-on experience with the possibility of ownership of a thriving business, all within a supportive and growth-oriented environment.
As a Business Development Associate at Brightway you will...
Gain a deep understanding of Brightway s business model and proven operational practices
Engage with warm leads from Brightway s existing book of business to generate new opportunities
Develop new carrier leads through prospecting and lead development
Maintain a book of business, focusing on territory development and relationship retention.
Conduct proactive outreach via calls and emails to promote Brightway s value proposition
Under general supervision, focus on sales, leads, retention, customer service and community of Brightway with our carriers
Efficiently organize and prioritize daily tasks using calendars, checklists, and planning tools
Maintain consistent and professional communication through email and internal systems
Identify and recommend opportunities to improve processes and enhance sales performance
Accurately document all activities and follow-ups in tracking systems
Collaborate with team members to support seamless operations and shared goals
What we are looking for:
Ability to obtain Personal Lines licensure within 2 months
Ability to perform work with a high degree of accuracy, exceptional attention to detail
Superior customer service mindset: a desire and ability to deliver service that provides a high level of satisfaction
Must be proficient in Microsoft Office products (Word, Excel, Outlook, PowerPoint)
Superior interpersonal skills
Excellent verbal and written communicator; must be able to convey ideas in a clear and concise manner
Excellent independent judgment and decision making
Ability to learn, embrace and put into practice new concepts and skills
Superior ability to manage own time, activities and resources, models behavior for others
Can demonstrate Brightway values of Smart, Accountable and Trustworthy
This position requires a bachelor s degree and 0-3 years experience in a customer service or sales environment
Education or experience focused in insurance, risk management or entrepreneurship is preferred, but not required.
Program Details:
The program duration ranges from 6 to 12 months, depending on the employee s progression and the nature of the role they transition into upon program completion.
Program Graduation Career Paths:
Join Brightway s Client Engagement Center to support and service customers
Contribute as a producing agent at a Brightway franchise location
Launch your own Brightway Agency in a mutually agreed-upon city and state, contingent upon meeting established production metrics
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.
$41k-62k yearly est. 60d+ ago
Client Concierge
Brightway Insurance 4.4
Brightway Insurance job in Palm Valley, FL
Job Description
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 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 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!
$24k-29k yearly est. 9d ago
Personal Lines Team Lead
Brightway Insurance 4.4
Brightway Insurance job in Jacksonville, FL
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 customer service and safeguarding our clients' most valuable assets.
-----------------------------------------------------------------------------------------------------------------------------------------
Scope
Provides daily leadership to customer service staff to meet expectations. Ensures effective, timely delivery of superior insurance-related customer service and helps resolve disputes. Identifies system, process and workflow enhancements. Assigns work throughout the department and follows up on it in a timely way. Inspires a team to perform at the highest level in every call, every day. Plays a key role as the “face/voice of Brightway Leadership” to team and others. Works with all levels of the organization and with all franchisees to promptly resolve issues to ensure satisfaction.
Job Responsibilities
Manage a team of insurance professionals handling inbound and outbound requests from customers, agents, carriers, and others via phone and email.
Proactively identify improvements that would enable better customer service, efficiency in workflow/output and enhanced work environment
Apply deep industry and company knowledge to evaluate the most complex of issues encountered by the unit and others, compose effective responses and document steps followed and uses that as a training aid for others.
Perform routine individual discussions to gain a better understanding of job performance and opportunities to improve and incorporate feedback to achieve higher levels of customer satisfaction
Represent the team to company leadership and reports activity and outcomes to manager
Document activities and follow up in appropriate systems regularly and accurately
Maintain current and accurate procedures manual for department
Write job objectives, performance reviews, salary recommendations for people in the unit
Administer company HR policies/procedures
Ensures quality of work meets certain standards
Act as mentor to those less experienced
Performs other related duties as assigned
Skills, Licenses, Certifications
Demonstrated ability to effectively manage/lead employees to achieve desired business outcomes
Exceptional customer service mindset; a desire and ability to lead a group to superior outcomes
Excellent communicator; must be able to convey the most complex of ideas in a clear and concise manner
Has superior knowledge of Brightway systems and is able to train others less experienced
Superior independent judgment, decision making and creativity in problem solving.
Ability to learn, embrace and put into practice new concepts and skills
Able to gather and analyze complex facts and data, draw inferences, weigh alternatives and present logical solutions
Excellent time management skills; is able to model this behavior for others on the team
Leader in the organization; supports management in delivering messages to employees
Education and Experience
This position requires 4-6 years' experience in Customer Service or a related field, as well as 2+ years managing a team. The applicant must be proficient in Microsoft Office products (Word, Excel, Outlook, PowerPoint) and have a 20-44 or 220 license. 1+ years of experience in Brightway's Engagement Center is preferred.
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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.
$53k-89k yearly est. 30d ago
Client Concierge/Client Specialist
Brightway Insurance 4.4
Brightway Insurance job in Palm Valley, FL
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 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 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
Commercial Lines Advisor
Brightway Insurance 4.4
Brightway Insurance job in Jacksonville, FL
Job Description
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
Under general supervision, provides a broad range of insurance-related customer service and business development support and services to our AAOs as well as existing customers in order to maintain and strengthen relationships. Plays a key role as the “face/voice of Brightway” to inbound callers and those who receive outbound calls. Works with all levels of the organization to promptly resolve issues to ensure satisfaction.
Job Responsibilities
Handles requests received in inbound phone calls and emails from customers, agents and others
Proactively makes outbound phone calls with the purpose of providing service or selling additional products/services
Fulfills requesters' needs, ensuring satisfaction
Acts as mentor to those less experienced
Listens to, and incorporates, feedback
Documents activities and follow up in appropriate systems regularly and accurately
Performs other related duties as assigned
Reports activity and outcomes to manager
Skills, Licenses, Certifications
Strong customer service mindset: a desire and ability to deliver service that provides a high level of satisfaction
Strong communicator; must be able to convey ideas in a clear and concise manner
Ability to learn new Brightway systems and procedures
Independent judgment and decision making
Ability to learn, embrace and put into practice new concepts and skills
Able to gather and analyze facts and data, draw inferences, weigh alternatives and present logical solutions
Able to manage own time, activities and resources
Team player; must be able to contribute to the team and rely on others to achieve objectives
Can demonstrate Brightway values of Smart, Accountable and Trustworthy.
Education and Experience
This position requires a bachelor's degree and 2-5 years' experience in Commercial Lines Customer Service or a related field. The applicant must be proficient in Microsoft Office products (Word, Excel, Outlook, PowerPoint) and must have a Property and Casualty license.
This position is based 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.
$56k-85k yearly est. 17d ago
Insurance Sales Producer | Fernandina Beach
Brightway Insurance 4.4
Brightway Insurance job in Fernandina Beach, FL
Job Description
The Opportunity
Advance your career with the Brightway Insurance, one of the largest and fastest-growing independent personal lines insurance agencies in the U.S. We offer access to more markets than other agencies, allowing our agents to provide customized insurance solutions tailored to each client's unique needs-at a price they can afford.
We are expanding and looking for motivated insurance professionals or individuals with a proven track record of success who are eager to build a rewarding career. At Brightway, we invest in your success with industry-leading sales training, lead generation support, and mentorship from top-performing agents.
As a Brightway Insurance Sales Representative, you'll focus on developing client relationships within your community and offering a full suite of insurance products. Our streamlined operations allow you to maximize your sales efforts without being weighed down by administrative tasks.
Key Responsibilities:
Selling Property and Casualty Insurance using consultative sales techniques.
Identify and engage potential customers through established lead-generation methods.
Advise clients on tailored insurance solutions that meet their unique needs.
Develop and maintain strong business relationships.
Participate in incentive programs and sales contests to drive performance.
Consistently exceed sales targets for new business quotes and policy issuance.
Qualifications:
1-3 years Property and Casualty Insurance Sales Experience
Strong communication and interpersonal skills.
Persuasive negotiation abilities.
Excellent organizational and time-management skills to thrive in a dynamic, semi-autonomous environment.
Analytical skills to understand coverage details and underwriting guidelines.
Compensation Details:
Average 1st year total earnings range from $55K-$70K through a combination of base pay and commission.
Top Performing Agents in their second year and onward, can earn up to $75k+
If you're ambitious, driven, and ready to grow in a thriving industry, join Brightway Insurance and take the next step in your career!
$55k-70k yearly 21d ago
Personal Lines Team Lead
Brightway 4.4
Brightway job in Jacksonville, FL
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 customer service and safeguarding our clients most valuable assets Scope Provides daily leadership to customer service staff to meet expectations Ensures effective timely delivery of superior insurance related customer service and helps resolve disputes Identifies system process and workflow enhancements Assigns work throughout the department and follows up on it in a timely way Inspires a team to perform at the highest level in every call every day Plays a key role as the facevoice of Brightway Leadership to team and others Works with all levels of the organization and with all franchisees to promptly resolve issues to ensure satisfaction Job Responsibilities Manage a team of insurance professionals handling inbound and outbound requests from customers agents carriers and others via phone and email Proactively identify improvements that would enable better customer service efficiency in workflowoutput and enhanced work environment Apply deep industry and company knowledge to evaluate the most complex of issues encountered by the unit and others compose effective responses and document steps followed and uses that as a training aid for others Perform routine individual discussions to gain a better understanding of job performance and opportunities to improve and incorporate feedback to achieve higher levels of customer satisfaction Represent the team to company leadership and reports activity and outcomes to manager Document activities and follow up in appropriate systems regularly and accurately Maintain current and accurate procedures manual for department Write job objectives performance reviews salary recommendations for people in the unit Administer company HR policiesprocedures Ensures quality of work meets certain standards Act as mentor to those less experienced Performs other related duties as assigned Skills Licenses Certifications Demonstrated ability to effectively managelead employees to achieve desired business outcomes Exceptional customer service mindset; a desire and ability to lead a group to superior outcomes Excellent communicator; must be able to convey the most complex of ideas in a clear and concise manner Has superior knowledge of Brightway systems and is able to train others less experienced Superior independent judgment decision making and creativity in problem solving Ability to learn embrace and put into practice new concepts and skills Able to gather and analyze complex facts and data draw inferences weigh alternatives and present logical solutions Excellent time management skills; is able to model this behavior for others on the team Leader in the organization; supports management in delivering messages to employees Education and Experience This position requires 4 6 years experience in Customer Service or a related field as well as 2 years managing a team The applicant must be proficient in Microsoft Office products Word Excel Outlook PowerPoint and have a 20 44 or 220 license 1 years of experience in Brightways Engagement Center is preferred 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
$53k-89k yearly est. 60d+ ago
Client Concierge/CSR
Brightway Insurance 4.4
Brightway Insurance job in Saint Augustine, FL
Job Description
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 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 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!
$26k-32k yearly est. 30d ago
Surplus Lines Advisor
Brightway Insurance 4.4
Brightway Insurance job in Jacksonville, FL
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 customer service and safeguarding our clients' most valuable assets.
-----------------------------------------------------------------------------------------------------------------------------------------
Scope
Under general supervision, the Surplus Lines Advisor provides front-line customer service and support to agents and clients within the Surplus Lines department. As the voice of Brightway, this role is responsible for efficiently and accurately handling service requests while fostering strong business relationships with agents, carrier partners and customers. The ideal candidate is detail-oriented, adaptable and committed to delivering high-quality results in alignment with Brightway's core values and performance standards.
Job Responsibilities
Manage and resolve incoming service requests using Brightway systems, including Fusion, MaxAgent, AMS, and others.
Support agents and customers by handling inbound calls, responding to suspense and case items, and performing outbound follow-up when necessary.
Ensure timely and accurate resolution of tasks with a focus on quality and productivity, targeting a goal of 4.5 or higher completed items per productive hour, minimum 90% QA average, max productive time of 3.5.
Follow protocols, maintain professionalism, and utilize proper resources to achieve contact resolution.
Adhere to scheduled work assignments and manage time effectively to maximize productive hours and minimize unproductive time.
Demonstrate agility in applying feedback and guidance from leaders to improve performance and maintain service excellence.
Uphold Brightway's standards of customer experience, collaboration, and adaptability by embodying the company's core values.
Participate in ongoing learning and contribute to a culture of continuous improvement.
Perform other duties as assigned to support departmental and organizational objectives.
Skills, Licenses, Certifications
Strong customer service orientation with the ability to deliver satisfaction through efficient, accurate, and professional interactions.
Excellent communication skills-clear, concise, and effective in both written and verbal formats.
Ability to apply critical thinking and make sound decisions based on available information and established procedures.
Demonstrates flexibility and adaptability in a dynamic work environment.
Self-motivated and accountable; able to manage time, follow schedules, and maintain a high level of productive availability.
Comfortable working both independently and collaboratively to meet goals.
Eager to learn, grow, and contribute to a positive team culture.
Committed to quality outcomes that protect customers and uphold Brightway's reputation.
Education and Experience
High school diploma or equivalent
0-3 years' experience in Personal Lines Customer Service or a related field
Proficiency in Microsoft Office Suite (Word, Excel, Outlook, PowerPoint)
Familiarity with Brightway systems and insurance industry concepts.
Must have 20-44 license
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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.
$56k-85k yearly est. 22d ago
Insurance Sales and Marketing Agent
Brightway Insurance 4.4
Brightway Insurance job in Jacksonville, FL
Advance your career with Brightway Insurance, one of the largest and fastest-growing independent personal lines insurance agencies in the U.S. We offer access to more markets than other agencies, allowing our agents to provide customized insurance solutions tailored to each client s unique needs at a price they can afford.
We are expanding and looking for motivated insurance professionals or individuals with a proven track record of success who are eager to build a rewarding career. At Brightway, we invest in your success with industry-leading sales training, lead generation support, and mentorship from top-performing agents.
As a Brightway Insurance Sales Representative, you ll focus on developing client relationships within your community and offering a full suite of insurance products, including Auto, Home, Commercial, and Life Insurance. Our streamlined operations allow you to maximize your sales efforts without being weighed down by administrative tasks.
Key Responsibilities:
Sell Auto, Home, Life, and Commercial Insurance using consultative sales techniques.
Identify and engage potential customers through established lead-generation methods.
Advise clients on tailored insurance solutions that meet their unique needs.
Develop and maintain strong business relationships.
Participate in incentive programs and sales contests to drive performance.
Consistently exceed sales targets for new business quotes and policy issuance.
Qualifications:
Experience in a fast-paced sales environment preferred.
High school diploma required.
Strong communication and interpersonal skills.
Persuasive negotiation abilities.
Excellent organizational and time-management skills to thrive in a dynamic, semi-autonomous environment.
Analytical skills to understand coverage details and underwriting guidelines.
If you re ambitious, driven, and ready to grow in a thriving industry, join Brightway Insurance and take the next step in your career!
$34k-60k yearly est. 60d+ ago
Client Relationship Specialist
Brightway 4.4
Brightway job in Jacksonville, FL
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 customer service 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 customer service 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 customer service 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 customer service or sales environment Education or experience focused on insurance risk management or entrepreneurship is preferred but not required This position is onsite in JacksonvilleFlorida 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
Personal Lines Team Lead
Brightway Insurance 4.4
Brightway Insurance job in Jacksonville, FL
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 customer service and safeguarding our clients' most valuable assets.
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Scope
Provides daily leadership to customer service staff to meet expectations. Ensures effective, timely delivery of superior insurance-related customer service and helps resolve disputes. Identifies system, process and workflow enhancements. Assigns work throughout the department and follows up on it in a timely way. Inspires a team to perform at the highest level in every call, every day. Plays a key role as the face/voice of Brightway Leadership to team and others. Works with all levels of the organization and with all franchisees to promptly resolve issues to ensure satisfaction.
Job Responsibilities
Manage a team of insurance professionals handling inbound and outbound requests from customers, agents, carriers, and others via phone and email.
Proactively identify improvements that would enable better customer service, efficiency in workflow/output and enhanced work environment
Apply deep industry and company knowledge to evaluate the most complex of issues encountered by the unit and others, compose effective responses and document steps followed and uses that as a training aid for others.
Perform routine individual discussions to gain a better understanding of job performance and opportunities to improve and incorporate feedback to achieve higher levels of customer satisfaction
Represent the team to company leadership and reports activity and outcomes to manager
Document activities and follow up in appropriate systems regularly and accurately
Maintain current and accurate procedures manual for department
Write job objectives, performance reviews, salary recommendations for people in the unit
Administer company HR policies/procedures
Ensures quality of work meets certain standards
Act as mentor to those less experienced
Performs other related duties as assigned
Skills, Licenses, Certifications
Demonstrated ability to effectively manage/lead employees to achieve desired business outcomes
Exceptional customer service mindset; a desire and ability to lead a group to superior outcomes
Excellent communicator; must be able to convey the most complex of ideas in a clear and concise manner
Has superior knowledge of Brightway systems and is able to train others less experienced
Superior independent judgment, decision making and creativity in problem solving.
Ability to learn, embrace and put into practice new concepts and skills
Able to gather and analyze complex facts and data, draw inferences, weigh alternatives and present logical solutions
Excellent time management skills; is able to model this behavior for others on the team
Leader in the organization; supports management in delivering messages to employees
Education and Experience
This position requires 4-6 years experience in Customer Service or a related field, as well as 2+ years managing a team. The applicant must be proficient in Microsoft Office products (Word, Excel, Outlook, PowerPoint) and have a 20-44 or 220 license. 1+ years of experience in Brightway s Engagement Center is preferred.
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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.
$53k-89k yearly est. 58d ago
Client Concierge/CSR
Brightway 4.4
Brightway job in Saint Augustine, FL
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
agencys
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 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 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 US with more than 350 agencies across 38 states and over 14 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 youre 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 Conciergeapply today
$26k-32k yearly est. 60d+ ago
Commercial Lines Advisor
Brightway Insurance 4.4
Brightway Insurance job in Jacksonville, FL
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
Under general supervision, provides a broad range of insurance-related customer service and business development support and services to our AAOs as well as existing customers in order to maintain and strengthen relationships. Plays a key role as the face/voice of Brightway to inbound callers and those who receive outbound calls. Works with all levels of the organization to promptly resolve issues to ensure satisfaction.
Job Responsibilities
Handles requests received in inbound phone calls and emails from customers, agents and others
Proactively makes outbound phone calls with the purpose of providing service or selling additional products/services
Fulfills requesters needs, ensuring satisfaction
Acts as mentor to those less experienced
Listens to, and incorporates, feedback
Documents activities and follow up in appropriate systems regularly and accurately
Performs other related duties as assigned
Reports activity and outcomes to manager
Skills, Licenses, Certifications
Strong customer service mindset: a desire and ability to deliver service that provides a high level of satisfaction
Strong communicator; must be able to convey ideas in a clear and concise manner
Ability to learn new Brightway systems and procedures
Independent judgment and decision making
Ability to learn, embrace and put into practice new concepts and skills
Able to gather and analyze facts and data, draw inferences, weigh alternatives and present logical solutions
Able to manage own time, activities and resources
Team player; must be able to contribute to the team and rely on others to achieve objectives
Can demonstrate Brightway values of Smart, Accountable and Trustworthy.
Education and Experience
This position requires a bachelor s degree and 2-5 years experience in Commercial Lines Customer Service or a related field. The applicant must be proficient in Microsoft Office products (Word, Excel, Outlook, PowerPoint) and must have a Property and Casualty license.
This position is based 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.
$56k-85k yearly est. 60d+ ago
Insurance Sales Producer | Ponte Vedra
Brightway Insurance 4.4
Brightway Insurance job in Nocatee, FL
Job Description
The Opportunity
Brightway Insurance is seeking a highly motivated and results-driven, Experienced Insurance Sales Producer in Ponte Vedra, FL. In this role, you'll be responsible for providing exceptional customer service, analyzing insurance needs, and recommending suitable insurance policies to clients.
Responsibilities
Quote and sell insurance products to potential clients
Build and maintain strong relationships with clients to ensure customer satisfaction
Analyze clients' insurance needs and provide appropriate recommendations
Explain policy details, coverage limits, and exclusions to clients
Assist clients in completing insurance applications and necessary paperwork
Process policy changes, endorsements, and claims accurately and efficiently
Stay updated on industry trends, regulations, and changes in insurance policies
Collaborate with underwriters to negotiate terms and conditions for policies
Minimum Required Qualifications:
Currently hold a valid 20-44 OR 2-20 Florida Property and Casualty Insurance License at time of application
1-2 years of Insurance Sales Experience
Excellent interpersonal and communication skills
Strong analytical skills with the ability to analyze data and make informed decisions
Compensation:
Annual Base Salary, PLUS commissions
Guaranteed Annual Salary: $35-$40K (based upon experience)
Average 1st year total earnings ranges from $55-75K
Benefits and Perks:
Medical Insurance
Paid Time Off
If you're a motivated individual with a passion for sales and helping others, we encourage you to apply. Join Brightway today and take the next step in your career!
$55k-75k yearly 21d ago
Client Relationship Specialist
Brightway Insurance 4.4
Brightway Insurance job in Jacksonville, FL
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 customer service 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 customer service 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 customer service 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 customer service 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.
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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.