Customer Service Representative jobs at Crawford & Company - 1456 jobs

You will work exclusively Monday-Friday, no evenings and no weekends! Any employee who lives within a 50 mile radius of our offices in Golden Valley, MN will be required to come into the office at least 3 days a week. You will provide prompt and accurate responses to telephone inquiries from both Customers and Financial Professionals. You will be trained on our products in a structured and active inbound contact-center environment. You will answer inquiries on product features, understanding product performance and educating callers on the self-service features of our website, and taking and keying trade instructions provided on calls. The Customer Service Representative will work with the Contact Center Management team to exceed published benchmarks related to soft skills, accuracy, call handle time and attendance. You are prepared to put the caller's needs first by prioritizing solving problems, de-escalating situations where warranted, and help guide a first call resolution. You will report into a Contact Center Supervisor. What you do: Answer incoming calls from Customers or Financial Professionals who need assistance on our procedures Build relationships by listening, paraphrasing, and problem solving Provide clear information Manage a diverse clientele Emphasis on attendance and punctuality Support basic Allianz Website registration and navigation Research required information using available resources Follow up with Customers or Financial Professionals Respond to callers, explaining possible solutions, and ensuring that client's feel supported and valued Utilization of artificial intelligence tools and resources (e.g. generative AI). What you bring: * High School Diploma or GED required * Aim to exceed standard call center metrics while providing excellent customer service * Computer proficiency skills * Process, focused on customer relationships * Work shift-times between 7am-6pm * For 100% remote and hybrid: Appropriate internet speed in order to be effective at home of 50 mbps or higher of download speed * You must be legally authorized to work in the U.S. and will not require immigration sponsorship for visa status now or in the future (e.g. H1-B, L-1, TN, etc). If you are currently on CPT/OPT, you are ineligible due to the need for future immigration sponsorship. Range $43,000 - $47,000 Actual base salary may vary based upon factors such as relevant experience, qualifications, internal equity of peers, and geographic location. In addition to base salary, this position is eligible for an annual incentive program. What we offer: At Allianz Life, we're proud to provide a benefits package that supports the True Balance of our employees and their families. We offer: a choice of comprehensive medical, dental and vision plan options, flexible spending and health savings accounts, tuition reimbursement, student loan retirement program, generous annual paid leave, an outstanding 401(k) company match, and life insurance. Plus, our employees enjoy an award-winning campus with an array of discounted amenities, including an onsite health center, child development center, fitness facility, convenience store and two cafeterias. Our employees and leaders take an active role in shaping our culture through our Employee Resource Groups, whose activities and advocacy contribute to an environment that welcomes, includes and celebrates diversity. Our generous benefits, campus amenities and inclusive, engaged culture are among the many reasons we're routinely recognized as a top workplace employer. 75560 | Customer Services & Claims | Entry Level | [[cust PositionClusterCSB]] | Allianz US Life | Full-Time | Permanent Allianz Group is one of the most trusted insurance and asset management companies in the world. Caring for our employees, their ambitions, dreams and challenges, is what makes us a unique employer. Together we can build an environment where everyone feels empowered and has the confidence to explore, to grow and to shape a better future for our customers and the world around us. We at Allianz believe in a diverse and inclusive workforce and are proud to be an equal opportunity employer. We encourage you to bring your whole self to work, no matter where you are from, what you look like, who you love or what you believe in. We therefore welcome applications regardless of race, ethnicity or cultural background, age, gender, nationality, religion, disability, sexual orientation, or any other characteristics protected under applicable laws and regulations. Join us. Let's care for tomorrow. #LI-SS1

We're seeking a motivated and customer-focused individual to join one of the most respected supplemental benefit organizations in North America - proudly serving families for more than 65 years. As our company continues to grow and expand into new territories, we're looking for someone who's driven, dependable, and eager to succeed in a fast-paced, supportive environment. Your Role Assist clients by providing clear information about available products and services. Address client questions regarding their coverage and benefit options. Stay current on our programs, policies, and evolving services. Review existing plans to ensure clients are receiving the most cost-effective solutions. Qualifications Background in customer service, sales, or client relations preferred. Proven ability to build relationships and maintain trust. Strong organizational skills with the ability to multitask and prioritize effectively. Positive, professional attitude with excellent communication skills (written and verbal). Ideal Candidate Self-starter with an entrepreneurial mindset and strong sense of accountability. Works well independently and thrives as part of a team. Performs well under pressure and maintains professionalism in all interactions. What's Included Comprehensive hands-on training and ongoing mentorship. Weekly pay, bonuses, and long-term residual income potential. Company-sponsored trips and recognition opportunities. 100% remote position offering flexibility and balance. If you're ready to start a rewarding career helping families while enjoying the benefits of remote work and consistent growth, apply today to learn more about joining our team. Powered by JazzHR

We are looking for an individual with great customer service skills for one of the main supplemental benefits companies in the nation for over 65 years! The Company is expanding in our territories and we are in immediate need of dedicated Benefits Representatives with ambitious goals. Responsibilities: Helping customers by providing product and service information Answer customer questions regarding their coverage Develop and maintain a knowledge base of the evolving products and services Regularly review these agreements in an effort to develop a more cost-effective plan Qualifications: Previous experience in customer service, sales, or other related fields Ability to build rapport with clients Ability to prioritize and multitask Positive and professional demeanor Excellent written and verbal communication skills What are we looking for in a candidate? A sharp individual with an entrepreneurial mindset An individual that is a team player and works well under pressure An individual with professional communication skills Benefits Hands on training Weekly pay Bonuses Residual income Company paid trips Remote Apply now to learn more about what we do and how you can be a part of our team today! Powered by JazzHR

About the job Customer Service Associate - Work From Home Who We Are Were the worlds only 100% union-label supplemental benefits provider, proudly partnering with over 40,000 unions and associations worldwide. For more than 60 years, we've been dedicated to protecting hardworking families by providing supplemental and permanent benefit solutions they can count on for financial security. The Opportunity Were looking for driven, service-minded professionals to join our fully remote team. You'll connect with union members who have already requested benefits information explaining their options, answering questions, and guiding them through the enrollment process. No cold calling or lead chasing just meaningful conversations with people who need what we offer. Your Responsibilities Handle inbound and outbound calls with prospective clients Schedule and lead virtual benefits presentations Explain available programs and coverage options in clear, simple terms Complete all applications and documentation with accuracy Deliver outstanding service and maintain organized client records Participate in leadership training and skill development programs What You Bring Excellent communication and people skills Professional, positive, and energetic approach Customer service or sales background (preferred, not required) Basic computer skills and comfort in a virtual environment Ability to collaborate effectively with all levels of the team Legal authorization to work in the U.S. or Canada What You'll Get Full benefits package after initial period 100% remote position no commuting, no dress code Flexible scheduling that supports your lifestyle Weekly pay plus performance-based monthly bonuses Annual incentive trips to top destinations like Cancun, the Bahamas, and Las Vegas for high performers Rapid career advancement with clear promotion paths If you're ready for a rewarding career where you can help others, grow your skills, and enjoy flexibility and unlimited earning potential apply now and start building a future you're proud of.

About the job Customer Service Specialist - Work From Home About Us We are the worlds only 100% union-label supplemental benefits provider, proudly serving over 40,000 unions and associations worldwide. For more than 60 years, weve specialized in delivering supplemental and permanent benefit solutions to hardworking families who depend on us for financial protection and peace of mind. Position Overview Were seeking motivated, service-oriented individuals to join our remote team. Youll work directly with union members who have requested benefits informationhelping them understand their options and guiding them through the enrollment process. Key Responsibilities Manage inbound and outbound calls with prospective clients Schedule and conduct virtual benefits presentations Educate members on available programs and coverage options Accurately complete applications and related documentation Maintain high service standards and organized client records Participate in ongoing leadership training and development Qualifications Excellent communication and interpersonal skills Positive, energetic, and professional attitude Customer service or sales experience (preferred, not required) Basic computer skills and comfort in a digital work environment Team player with the ability to collaborate at all levels Legally authorized to work in the U.S. or Canada What We Offer Full benefits package after initial period 100% remote work no commuting required Flexible scheduling to fit your lifestyle Weekly pay plus performance-based monthly bonuses Annual incentive trips to destinations like Cancun, the Bahamas, and Las Vegas for top performers Clear career growth paths with fast-track promotion opportunities If you're passionate about helping others, eager to grow in a supportive environment, and ready for a career that offers flexibility, growth, and high earning potential apply today and take the first step toward a meaningful future.

We are looking for an individual with great customer service skills for one of the main supplemental benefits companies in the nation for over 65 years! The Company is expanding in our territories and we are in immediate need of dedicated Benefits Representatives with ambitious goals. Requirements Excellent communication skills Basic computer knowledge Work ethics Outgoing, fun & energetic with an upbeat personality Accountability and coachability Time management skills Pass a criminal background check Benefits (after 90 days) Paid weekly Bonuses Health Insurance Reimbursement Life Insurance Retirement Plan Requirements: Computer Cell phone (unlimited long distance calling) Access to Wifi Powered by JazzHR

(DUE TO COVID-19 IN EFFORT TO EMBRACE SOCIAL DISTANCING THE COMPANY OVERVIEW WILL BE CONDUCTED ONLINE VIA ZOOM) We are looking for an individual with great customer service skills for one of the main supplemental benefits companies in the nation for over 65 years! The Company is expanding in our territories and we are in immediate need of dedicated Benefits Representatives with ambitious goals. Requirements Excellent communication skills Basic computer knowledge Work ethics Outgoing, fun & energetic with an upbeat personality Accountability and coachability Time management skills Pass a criminal background check Benefits (after 90 days) Paid weekly ($70,000 - $75,000 1st year average) Bonuses Health Insurance Reimbursement Life Insurance Retirement Plan Requirements: Computer Cell phone (unlimited long distance calling) Access to Wifi Powered by JazzHR

About the job Customer Service Rep - Work From Home We are the only 100% union-label supplemental benefits provider in the world, proudly serving over 40,000 unions and associations internationally. For more than 60 years, we've specialized in delivering supplemental and permanent benefit solutions to hardworking families who rely on us for financial security. Position Overview: We are looking for motivated and service-oriented individuals to join our remote team. You'll work directly with union members who have requested benefits information, helping them understand their options and guiding them through the enrollment process. Key Responsibilities: Handle inbound and outbound calls with prospective clients Set virtual appointments and conduct benefits presentations Educate clients on available programs and coverage options Complete applications and documentation with accuracy Maintain high-quality service standards and client records Participate in leadership training and development opportunities What We're Looking For: Excellent verbal communication and interpersonal skills Positive, energetic attitude and professional demeanor Strong customer service or sales background (preferred, not required) Basic computer proficiency and ability to work in a digital environment Team player who works well with all levels of the organization Legally authorized to work in the U.S. or Canada What You'll Receive: Full benefits package after initial period 100% remote work - no commuting required Flexible work schedule to fit your lifestyle Weekly pay plus performance-based monthly bonuses Annual incentive trips to destinations like Cancun, the Bahamas, Las Vegas, and more for top performers Career development and fast-track promotion opportunities If you're passionate about helping others, ready to grow in a supportive environment, and want a career that offers flexibility and high earning potential-apply today and take the first step toward a meaningful future.

(DUE TO COVID-19 IN EFFORT TO EMBRACE SOCIAL DISTANCING THE COMPANY OVERVIEW WILL BE CONDUCTED ONLINE VIA ZOOM) We are looking for an individual with great customer service skills for one of the main supplemental benefits companies in the nation for over 65 years! The Company is expanding in our territories and we are in immediate need of dedicated Benefits Representatives with ambitious goals. Requirements Excellent communication skills Basic computer knowledge Work ethics Outgoing, fun & energetic with an upbeat personality Accountability and coachability Time management skills Pass a criminal background check Benefits (after 90 days) Paid weekly ($70,000 - $75,000 1st year average) Bonuses Health Insurance Reimbursement Life Insurance Retirement Plan Requirements: Computer Cell phone (unlimited long distance calling) Access to Wifi Powered by JazzHR

We're hiring driven individuals with strong customer-focused skills to join a long-standing supplemental benefits organization that has supported working families for more than six decades. With our continued growth, we're looking for Benefits Representatives who are motivated, goal-oriented, and ready to step into a meaningful role. Your Role Guide clients through their benefit options and available programs Provide accurate information and support regarding coverage Stay informed on company offerings and policy updates Review client needs to help them find efficient and affordable solutions What You Bring Background in customer service, sales, or similar roles is helpful Strong relationship-building and communication abilities Organized, adaptable, and able to manage multiple priorities Positive attitude with professional presentation Confident in both written and verbal communication Ideal Candidates Self-starters with a business-minded approach Team players who excel in fast-paced environments Individuals who communicate clearly and professionally What You'll Receive Comprehensive training and mentorship Weekly earnings Performance bonuses Opportunity to build long-term residual income Company-sponsored travel incentives Fully remote work flexibility If you're ready for a role with growth, stability, and purpose, submit your application and discover what makes our team stand out. Powered by JazzHR

Our company has moved to 100% virtual, work-from-home positions. allows you to earn an incredible living without sacrificing your family life. You'll have the flexibility to choose your working hours when it's convenient for YOU and your family. We're looking for enthusiastic individuals to assist existing and prospective clients within our organization. This position will work with multiple clients through-out the day providing outstanding service and product knowledge. Preferred Skills: • Excellent communication skills, including active listening and problem-solving • Ability to learn, adapt, and adjust on the go • Works well with others and individually • Possesses a strong work ethic and drive to succeed What you can expect: • Flexible Schedule with Weekly Pay • 100% Remote Position • Weekly Trainings lead by Top Leaders • Life Insurance • Health Insurance reimbursement • Industry-leading resources and technology * In the interest of community wellness, AO has adjusted our business operations. As such, all interviews will be conducted via Zoom video conferencing. Powered by JazzHR

You will provide support to insureds and agencies, and internal and external partners. Handle each interaction with a genuine desire to connect with the caller while adapting the support to the customer's needs. Take ownership of each interaction whi Customer Service, Sales Representative, Bilingual, Customer Experience, Representative, Sales, Retail, Manufacturing

The Member Experience Associate (MEA) is primarily responsible for delivering outstanding service and value to our Members through genuine care, personal service, and meeting needs and expectations across multiple branch locations. In addition to del Associate, Member Services, Customer Service, Experience, Product Sales, Operations, Automotive, Business Services

Pharmacy Services Specialist (Clinical Programs ‐ Stars) CalOptima Join Us in this Amazing Opportunity The Team You'll Join We are a mission driven community‐based organization that serves member health with excellence and dignity, respecting the value and needs of each person. If you are ready to advance your career while making a difference, we encourage you to review and apply today and help us build healthier communities for all. More About the Opportunity We are hoping you will join us as a Pharmacy Services Specialist (Clinical Programs ‐ Stars) and help shape the future of healthcare where you'll be an integral part of our Pharmacy Management team, helping to strive for excellence while we serve our member health with dignity, respecting the value and needs of each of our members through collaboration with our providers, community partners and local stakeholders. This position has been approved to be Full Telework. If telework is approved, you are required to work within the State of California only and if Partial Telework, also come in to the Main Office in Orange, CA, at least two (2) days per week minimum. You will utilize specialized pharmacy knowledge and expertise to assist participating pharmacies, members, providers, CalOptima Health departments, health networks and other entities in assuring the efficient, timely and effective provision of pharmaceutical products and services to CalOptima Health members. You will interact with other department staff throughout the organization, as well as external contacts daily. You will be responsible for ongoing public contacts including, but are not limited to, members, individual pharmacies, member advocates, family members, health networks, Public Guardian's Office, Regional Center and other agencies. Together, we are building a stronger, more equitable health system. Your Contributions To the Team: 85% ‐ Program Support Participates in a mission‐driven culture of high‐quality performance, with a member focus on customer service, consistency, dignity and accountability. Conducts outbound calls to members, pharmacies, and providers in an effort to improve Star measure performance for medication adherence and other Star programs as needed. Using a pharmacy computer program, retrieves drug‐specific technical data and information necessary for the completion of departmental and interdepartmental pharmacy‐related functions and operations. Assists with resolution of provider and member pharmacy issues requiring specialized technical and professional knowledge and expertise, including pharmacy authorizations. Supports the department with claims disputes between providing pharmacies, the pharmacy claims administrator, CalOptima Health Claims Department and other entities as necessary. Interprets and articulates Pharmacy Management program policies and procedures to pharmacy providers, other providers, other CalOptima Health staff, external agencies and others as required. Assists in the processing of pharmaceutical prior authorization and appeals requests as per the CalOptima Health Prior Authorization Guidelines as needed. Establishes and maintains key contacts both internally and externally to assure appropriate coordination and provision of pharmacy services to CalOptima Health Members. Accepts referrals from Member Services and work in conjunction with employees from this department to resolve all pharmacy‐related member complaints, including those related to the pharmacy authorization process. Assists pharmacies and health plans in resolving member‐specific pharmacy services access issues, removing barriers to access to pharmaceutical services. Identifies pharmacy‐related resources and recommend new procedures, processes or activities that help assure the efficient provision of pharmacy services to members. 10% ‐ Administrative Support Assists the team in carrying out department responsibilities and collaborates with others to support short‐ and long‐term goals/priorities for the department. Maintains documentation of the Stars adherence program and other Stars program outreach according to the internal guidelines. 5% ‐ Completes other projects and duties as assigned. Do You Have What the Role Requires? High School diploma or equivalent PLUS 1 year of experience as a pharmacy technician required; an equivalent combination of education and experience sufficient to successfully perform the essential duties of the position such as those listed above may also be qualifying. You'll Stand Out More If You Possess the Following: Associate degree in a health‐related field. Pharmacy Technician Certification Board (PTCB). Bilingual in English and in one of CalOptima Health's defined threshold languages (Arabic, Chinese, Farsi, Korean, Russian, Spanish, Vietnamese). What the Regulatory Agencies Need You to Possess? A current, valid, unrestricted California Pharmacy Technician license required. Your Knowledge & Abilities to Bring to this Role: Develop rapport and establish and maintain effective working relationships with CalOptima Health's leadership and staff and external contacts at all levels and with diverse backgrounds. Work independently and exercise sound judgment. Communicate clearly and concisely, both orally and in writing. Work a flexible schedule; available to participate in evening and weekend events. Organize, be analytical, problem‐solve and possess project management skills. Work in a fast‐paced environment and in an efficient manner. Manage multiple projects and identify opportunities for internal and external collaboration. Motivate and lead multi‐program teams and external committees/coalitions. Utilize computer and appropriate software (e.g., Microsoft Office: Word, Outlook, Excel, PowerPoint) and job specific applications/systems to produce correspondence, charts, spreadsheets, and/or other information applicable to the position assignment. Your Physical Requirements (With or Without Accommodations): Ability to visually read information from computer screens, forms and other printed materials and information. Ability to speak (enunciate) clearly in conversation and general communication. Hearing ability for verbal communication/conversation/responses via telephone, telephone systems, and face‐to‐face interactions. Manual dexterity for typing, writing, standing and reaching, flexibility, body movement for bending, crouching, walking, kneeling and prolonged sitting. Lifting and moving objects, patients and/or equipment 10 to 25 pounds Ways We Are Here For You You'll enjoy competitive compensation for this role. Our current hiring range is: Pay Grade: 301 ‐ $47,840 ‐ $64,584 ($23.00 ‐ $31.0500).

The Senior Customer Service Representative supports the daily operations of the agency by providing advanced customer service, 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 Customer Representative License. 3-5+ years of customer service 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.

We are seeking a Workplace Experience team member to provide exceptional service and operational support across multiple areas of the office. This role plays a central part in creating a seamless and welcoming environment for employees and guests alike. Responsibilities span from front desk and meeting space coordination to travel support and urgent communication needs. Responsibilities Create a welcoming and polished experience for employees, clients, and guests. Deliver responsive, high-touch customer service in person, by phone, and through digital channels. Collaborate with teammates to share responsibilities and maintain seamless operations. Partner with other departments to direct inquiries and resolve issues efficiently. Serve as a local resource for workplace requests, ensuring smooth handling of needs ranging from logistics to event coordination. Safeguard sensitive and confidential information with the highest level of discretion. Qualifications At least 3+ years of relevant work experience Excellent phone etiquette and excellent verbal, written, and interpersonal skills Ability to multi-task, organize, and prioritize work A customer-first mindset, with the ability to handle requests thoughtfully and professionally. Initiative and sound judgment to manage situations independently when needed.

JOB TITLE: Client Services Representative (CSR) - Employee Benefits DEPARTMENT: Employee Benefits CLASSIFICATION: Non-Exempt LANGUAGE REQUIREMENT: Bilingual English and Spanish COMPENSATION: Hourly wage: $28.85 - $33.65 Based on experience COMPANY OVERVIEW: Venbrook is a privately held insurance brokerage and risk management firm providing tailored solutions across employee benefits, property and casualty, and specialty lines. Our teams support clients through direct service, accountability, and clear communication. Our culture emphasizes ownership, collaboration, and trust. We offer a comprehensive benefits package: 401k with employer match Medical, dental, vision, life, and disability insurance Paid Time Off Paid holidays Paid sick leave Professional development opportunities Flexible work arrangements JOB SUMMARY: The Client Services Representative supports employees and HR contacts with day-to-day benefit inquiries. You operate in a high-volume, member-facing environment. You resolve routine issues and escalate complex matters following defined guidelines. Your work supports a consistent member experience and reduces service interruptions for Account Management teams. DUTIES/RESPONSIBILITIES: Employee and Member Support Serve as the primary contact for benefit inquiries via phone and email Explain coverage, eligibility, and benefit usage in clear terms Guide members through carrier portals, mobile applications, and ID card access Support employees during open enrollment Provide bilingual support in English and Spanish Routine Benefits and Claims Support Process ID card requests and replacements Confirm provider network participation Respond to basic claim status inquiries Verify eligibility and enrollment changes Add or remove dependents Provide prescription refill guidance Address standard open enrollment questions Issue Identification and Escalation Identify issues requiring escalation Route cases to Account Management per internal guidelines Ensure complete documentation prior to escalation Maintain ownership until successful handoff is confirmed Documentation and Collaboration Document all interactions and outcomes in the CRM system Track open items through resolution Partner with Account Managers and Advocacy teams Identify recurring issues and share trends with leadership EDUCATION & EXPERIENCE: Required Skills & Qualifications · One to three years of experience in employee benefits, insurance · Bilingual English and Spanish · Clear written and verbal communication skills · Ability to manage high call and email volume · Strong organization and follow-through · Professional and composed in time-sensitive situations Preferred Qualifications · Experience in an employee benefits brokerage or consulting environment · Knowledge of health and welfare benefit plans · Experience with CRM or benefits administration platforms · Working knowledge of Outlook, Word, and Excel Measures of Success Timely resolution of routine member issues Clear and complete escalation documentation Positive member experience feedback Reduced disruption to Account Management workflows

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

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!