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Senior Customer Service Representative
Senior Customer Service RepresentativeBrightway Insurance • Melbourne, FL, United States
Senior Customer Service Representative

Senior Customer Service Representative

Brightway Insurance • Melbourne, FL, United States
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Position Summary

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.
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