Customer Service Representative

Company Overview:
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 a bilingual (Spanish/English) Customer Service Representative (CSR) to join our Grubbs/Torres Agency in New Port Richey, FL

Position Summary:

As a Bilingual 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. Fluency in both English and Spanish is essential to effectively serve our diverse customer base.

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
• Translate documents and communicate with Spanish-speaking clients to ensure full understanding of policy details

Qualifications:

• High school diploma or equivalent required; college degree a plus
• 4-40 Customer Service License required (or ability to obtain within 30 days)
• 1+ years of experience in insurance or a customer service-related role preferred
• Fluent in both Spanish and English (written and verbal)
• Strong communication and interpersonal skills
• Detail-oriented with excellent organizational abilities
• Proficient in Microsoft Office Suite and comfortable learning new software