Insurance Client Support Specialist

3 weeks ago

Oak Creek, Wisconsin, United States BWO Insurance Full time

About Us: At BWO Insurance Group, a respected independent insurance agency since 1985, we prioritize building strong client relationships and delivering personalized service. Our dedicated team provides comprehensive insurance solutions to our community, driven by a commitment to integrity and care.

Job Summary:

As a Commercial Lines Insurance Customer Service Agent, you will play a vital role in maintaining client satisfaction and loyalty through exceptional service and support. Your primary responsibility will be to assist clients in managing and understanding their commercial insurance policies.

Key Responsibilities:

  • Process insurance claims and policy changes efficiently and effectively.
  • Provide detailed explanations of insurance policies and coverage options to clients, ensuring they have a clear understanding of their benefits.
  • Maintain accurate client records and documentation, guaranteeing seamless communication and service delivery.
  • Distribute and handle commercial mail, ensuring timely and secure processing.
  • Handle client inquiries via phone, email, and in-person with professionalism and courtesy, addressing all concerns promptly and resolving issues efficiently.
  • Collaborate closely with sales agents to ensure clients receive the most suitable coverage for their needs.
  • Manage multiple tasks simultaneously, maintaining high performance under pressure while meeting deadlines.

Qualifications:

  • Prior experience in customer service, preferably within the insurance industry.
  • Excellent communication and interpersonal skills, allowing for effective collaboration with clients and colleagues.
  • Strong organizational skills and attention to detail, ensuring accurate record-keeping and efficient task management.
  • Ability to work effectively in a fast-paced office environment, adapting to changing priorities and demands.
  • Friendly and professional demeanor, with a client-centric approach that prioritizes satisfaction and loyalty.
  • Proficiency in office software and technology, facilitating smooth communication and data management.
  • A Property & Casualty Insurance License is preferred but not required at the time of hire. The selected candidate will be expected to obtain this license within 60 days of employment, with all associated costs covered by the agency.

Why Choose Us?

  • An supportive team environment that fosters growth and development.
  • Ongoing opportunities for professional growth and advancement.
  • A competitive compensation package, including salary $55,000 - $65,000 per year, commensurate with experience, plus benefits.
  • A commitment to work-life balance, promoting overall well-being and job satisfaction.
  • An on-site fitness room, encouraging healthy living and wellness.

BWO Insurance offers a dynamic and collaborative work environment that values its employees as integral members of the company family. We strive to deliver exceptional service and build lasting relationships with our clients. If you are a motivated and detail-oriented individual who thrives in a supportive and dynamic setting, we encourage you to apply for this exciting opportunity.

About BWO Insurance:

We were founded in 1985 with a single goal: provide exceptional insurance protection with a high degree of professionalism. Since then, we have grown and evolved, but our core values remain unchanged. We treat every interaction, whether with clients or colleagues, as an opportunity to demonstrate our commitment to character, integrity, and care. This philosophy has guided us throughout our history and continues to shape our approach to business and relationships.

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