A Career Built On Helping People - Join Brightside Insurance

We’re growing again at Brightside Insurance — and that means we now have an exciting opportunity to welcome someone new to our team!

We’re on the lookout for an enthusiastic, detail-oriented individual to join Brightside as our Client Support Representative team member. After initial in-person training, this is a remote, full-time position (Monday–Friday) for someone based in Missouri or Illinois.

If you’re someone who…
✨ Loves customer service and providing a personal touch
✨ Has a strong sense of organization and attention to detail
✨ Brings a little marketing creativity to the table
✨ Is eager to learn and grow in the world of insurance

…then you might be exactly who we’re looking for!

This role covers a variety of administrative, clerical, marketing, and client support tasks. While this isn’t a sales position, a strong understanding of home, auto, life, and commercial insurance is important. Not licensed yet? No problem — we’ll cover the cost of your training and licensing within your first 60 days!

Compensation & Perks: $36K–$42K depending on experience, PTO after 60 days, and 401(k) investment matching. (Please note: medical insurance is not currently offered.)

For a full breakdown of responsibilities, required skills, and perks, check out the complete job description posted below.

📩 Interested in applying?
Applicants MUST submit all of the following:

1. Complete the Apply Now form in this post.
2. Send your resume, salary requirements, and two references to:
   👉 [email protected]
   👉 [email protected]

We can’t wait to meet the next bright star to join our growing agency family! 🌟

APPLY TODAY

JOB DESCRIPTION

Job Title: Client Service Representative 
Reports to: Owners / Insurance Agent  
Location: Remote in Illinois or Missouri 
Hours: Monday – Friday, 40 hours/week  
Compensation: $36K-$42K depending on experience, with PTO accrued after 60 days. We also offer 401(k) investment matching. Please note that medical insurance is not offered currently.  

About Brightside Insurance:
Brightside Insurance is a fast-growing, client-focused agency in Illinois & Missouri. We believe insurance should be personal, not complicated. Our team brings a positive, bubbly energy to everything we do, and we take pride in delivering exceptional service with a smile. We’re looking for someone who shares that same enthusiasm and enjoys helping people feel supported and taken care of. 

Job Purpose:
We are seeking a friendly, detail-oriented Client Service Representative (CSR) to handle the day-to-day service needs of our existing clients. This is not a sales role. Instead, the CSR serves as a key support resource for clients by assisting with policy updates, answering questions, processing documentation, and ensuring policies remain accurate and up to date.

CSRs work closely with our agents to deliver a smooth, positive client experience and help build long-term relationships. The CSR is often the first voice clients hear when they call Brightside and plays a vital role in keeping policies remain accurate, compliant, and easy to understand. Insurance knowledge is important, and obtaining an insurance license is required within the first 60 days (training paid for by Brightside).

Key Responsibilities:
Client Service & Policy Support (Primary Responsibilities):  

• Answer and professionally manage incoming phone calls with a friendly, solution-focused approach
• Assist existing clients with service requests such as vehicle changes, address updates, mortgagee updates, closing date changes, and ID card requests
• Answer billing, coverage, and deductible questions in a clear and supportive manner
• Help clients initiate claims and assist with follow-up as needed
• Track and ensure completion of e-signature requests and carrier compliance items
• Send post-bind and post-close documents and follow up on required verification and compliance paperwork
• Serve as a consistent, reliable point of contact for clients, building trust and long-term relationships

Ongoing Policy Management:  

• Assist with renewal reminders and follow-ups
• Run and monitor carrier reports including renewals, non-pays, pre-cancellations, and signature reports
• Help ensure policies remain active, accurate, and properly documented 

Administrative & Office Support:

• Manage appointment scheduling and calendar coordination
• Maintain accurate and up-to-date client records in agency systems
• Monitor and manage the agency support email inbox daily
• Assist with document preparation, organization, and follow-up
• Order marketing materials and support local promotional efforts 
• Assist with implementing monthly marketing initiatives and campaigns
• Help maintain email lists and prepare newsletters through CRM or email platforms

Ideal Candidate Traits:  

• Friendly, personable, and confident on the phone
• Strong attention to detail with excellent follow-through
• Proactive, solutions-oriented mindset
• Comfortable multitasking in a fast-paced environment
• Enjoy helping people and building relationships
• Curious personality, dependable, and collaborative
• Takes pride in being the “go-to” support person for clients

Required Skills & Experience:  

• Excellent organizational and time management skills
• Good written and verbal communication skills
• Strong experience with Microsoft Office Suite (Word, Excel, PowerPoint, Outlook)
• Comfort using online tools such as CRM systems, task management tools, and digital signature platforms
• Previous experience in an administrative, customer service, or insurance support role
• Insurance background or license preferred (or willingness to obtain one within 60 days)
• Previous office admin or insurance experience a plus