Insurance Policy Specialist

3 days ago


Oak Creek, Wisconsin, United States BWO Insurance Full time

We are seeking a motivated and detail-oriented individual to join our team as an Insurance Policy Specialist in Commercial Lines. This role involves assisting clients with their commercial insurance policies, ensuring they have the right coverage and support.

About Us

BWO Insurance is a cornerstone in the independent insurance agency sector since 1985. Our dedicated team provides comprehensive insurance solutions to our community, driven by a commitment to integrity and care.

Job Summary

This role is pivotal in maintaining client satisfaction and loyalty through exceptional service and support. As an Insurance Policy Specialist, you will be responsible for:

  • Assisting clients in the processing of insurance claims and policy changes.
  • Providing detailed explanations of insurance policies and coverage options to clients.
  • Maintaining accurate client records and documentation.
  • Distribution and handling of commercial mail
  • Handling client inquiries via phone, email, and in-person with professionalism and courtesy.
  • Collaborating with sales agents to ensure clients understand their options and receive appropriate coverage.
  • Managing multiple tasks and maintaining high performance under pressure.
Qualifications

To be successful in this role, you should possess:

  • Proven experience in customer service, preferably in the insurance industry.
  • Excellent communication and interpersonal skills.
  • Strong organizational skills and attention to detail.
  • Ability to work effectively in a fast-paced office environment.
  • Friendly and professional demeanor, with a client-oriented focus.
  • Proficient in office software and technology.
  • Property & Casualty Insurance License preferred but not required at time of hire. The selected candidate will be expected to obtain this license within 60 days of employment.
Why Join Us?

We offer a supportive team environment, opportunities for professional growth and development, a competitive compensation package, and a commitment to work-life balance. You will also enjoy access to on-site fitness facilities.

Salary: $65,000 - $80,000 per year

About BWO Insurance

BWO Insurance was founded in 1985 with a mission to provide exceptional insurance protection and professionalism. We prioritize building strong relationships with our clients and partners, and we are committed to delivering outstanding service.



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