Customer Service Representative
Brightway Insurance, Rockwall, TX, United States
Brightway Insurance is hiring a Full-Time Customer Service Representative (CSR) for an in-office position in Rockwall, TX.
Founded in 2003, Brightway Insurance is one of the fastest-growing independent insurance franchise agency networks in the U.S., with agencies in 45 states and more than $1.7 billion in annual premium via aggressive organic growth and its acquisition of GlobalGreen Insurance network in 2025.
The Brightway Promise is clear and powerful:
Grow faster at Brightway than anywhere else.
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. This role also includes assisting with quotes, service requests, renewals, and Fusion/data entry.
Responsibilities: Provide exceptional customer service to policyholders via phone, email, and in-person interactions Assist clients with quotes, policy changes, renewals, billing inquiries, claims, and general insurance questions Educate clients on available coverages, products, and discounts Maintain accurate records in our CRM and carrier systems, including Fusion/data entry Collaborate with agents and producers to ensure a seamless customer experience Support retention efforts by identifying opportunities for cross-selling and upselling
Qualifications: 1+ years of experience in insurance or a customer service-related role preferred High school diploma or equivalent required; college degree a plus Active Property and Casualty license, preferred Strong communication and interpersonal skills Detail-oriented with excellent organizational abilities Proficient in Microsoft Office Suite and comfortable learning new software
Apply today or send your resume to: Kristen.grewing@brightway.com
Founded in 2003, Brightway Insurance is one of the fastest-growing independent insurance franchise agency networks in the U.S., with agencies in 45 states and more than $1.7 billion in annual premium via aggressive organic growth and its acquisition of GlobalGreen Insurance network in 2025.
The Brightway Promise is clear and powerful:
Grow faster at Brightway than anywhere else.
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. This role also includes assisting with quotes, service requests, renewals, and Fusion/data entry.
Responsibilities: Provide exceptional customer service to policyholders via phone, email, and in-person interactions Assist clients with quotes, policy changes, renewals, billing inquiries, claims, and general insurance questions Educate clients on available coverages, products, and discounts Maintain accurate records in our CRM and carrier systems, including Fusion/data entry Collaborate with agents and producers to ensure a seamless customer experience Support retention efforts by identifying opportunities for cross-selling and upselling
Qualifications: 1+ years of experience in insurance or a customer service-related role preferred High school diploma or equivalent required; college degree a plus Active Property and Casualty license, preferred Strong communication and interpersonal skills Detail-oriented with excellent organizational abilities Proficient in Microsoft Office Suite and comfortable learning new software
Apply today or send your resume to: Kristen.grewing@brightway.com