Customer Service Representative- Insurance
Brightway InsuranceAbout the role
Brightway Insurance is hiring an Insurance Customer Service Representative in Hilliard, OH. (Hybrid)
Brightway Insurance is a leading property and casualty insurance distribution company with more than 300 franchise locations across 35 states. We are committed to delivering exceptional customer experiences while empowering our agents with innovative tools, strong carrier partnerships, and ongoing support.
Position Summary
As a CSR, you will play a vital role in supporting our clients and ensuring a positive, seamless insurance experience. This is a service-focused role where you will assist both new and existing customers with policy questions, changes, billing inquiries, and general support, while also identifying opportunities to support retention and growth when appropriate.
Responsibilities
- Deliver exceptional customer service via phone, email, and in-person interactions
- Assist clients with policy changes, billing questions, claims support, and general insurance inquiries
- Educate customers on coverage options, available products, and applicable discounts
- Accurately document client interactions and maintain records in CRM and carrier systems
- Collaborate with agents and producers to ensure smooth and consistent customer experience
- Support retention efforts by identifying cross-sell and upsell opportunities when appropriate
Qualifications
- High school diploma or equivalent required; college coursework or degree a plus
- 1+ year of experience in insurance, customer service, or a related role preferred
- Strong communication and interpersonal skills
- Detail-oriented with strong organizational and time-management abilities
- Proficiency with Microsoft Office and comfort learning agency management systems
Why Join Us?
- Opportunity for career growth within a respected and expanding organization
- Supportive, team-oriented agency environment
- Training and development to help you succeed and grow
- Meaningful work that helps protect clients, families, and businesses
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