Insurance Account Representative

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Under general supervision, the Insurance Account Representative services existing customers within the corporate book of business who need their policies reviewed/shopped/rewritten.

Principal Duties and Responsibilities:

  1. Receive inbound emails, phone calls and transfer calls
  2. Quickly and accurately identify customers’ needs
  3. Evaluate existing policy and, understanding customer’s need, accurately and succinctly present a course of action
  4. Cultivate positive relationship with customers
  5. Create and clearly present quotes tailored to customers’ needs
  6. Complete applications, conduct follow up with carriers
  7. Complete follow up with customers
  8. Enter all activity into appropriate systems
  9. Proactively share ideas for process, system and other improvements, ensuring we are effective and efficient
  10. Manages ongoing workload effectively and efficiently; using strong organizational skills, develops calendars and checklists for certain ongoing work
  11. Documents activities and follow up in appropriate systems regularly and accurately
  12. Documents processes followed in order to ensure tasks are able to be replicated accurately
  13. Listens to, and incorporates, feedback

Internal/External Relationships:

Plays a key role as the “face/voice of Brightway” to current customers. Participates as a member of the Marketing team. Works with all levels of the organization to promptly resolve issues to ensure satisfaction.


Founded in 2008, Brightway has since grown to more than 200 locations across 23 states serving customers in all 50 states. The Jacksonville-based company earned recognition in 2020 as a Top 3 Finalist in the Bold City Best awards for the Best Place to Work (100+ Employees) category and has been named one of the Fastest Growing Companies in Northeast Florida by the Jacksonville Business Journal for the past 12 years. At Home Office, Brightway employees focus on delivering holistic business support that empowers agents to sell more.


Interested? Click on the link below to fill out our application.

Apply Now

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