Personal Lines Insurance Policy Expert

3 weeks ago


Oak Creek, Wisconsin, United States BWO Insurance Full time

About Us

BWO Insurance Group has been a cornerstone in the independent insurance agency sector since 1985, fostering strong client relationships and delivering personalized service.

Job Summary:

This role is pivotal in maintaining client satisfaction and loyalty through exceptional service and support as a Personal Lines Insurance Policy Expert. The position involves assisting clients in managing and understanding their personal insurance policies.

Key Responsibilities:

  • Process insurance claims and policy changes efficiently.
  • Provide detailed explanations of insurance policies and coverage options to clients.
  • Maintain accurate client records and documentation.
  • Handle client inquiries via phone, email, and in-person with professionalism and courtesy.
  • Collaborate with sales agents to ensure clients understand their options and receive appropriate coverage.
  • Manage multiple tasks and maintain high performance under pressure.

Requirements:

  • 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.
  • A Property & Casualty Insurance License is preferred but not required at time of hire. The selected candidate will be expected to obtain this license within 60 days of employment.

Why Choose BWO Insurance?

  • Supportive team environment.
  • Opportunities for professional growth and development.
  • Competitive compensation package (Estimated Salary: $55,000 - $65,000 per annum).
  • Commitment to work-life balance.

We are looking for a motivated and detail-oriented individual to join our team and contribute to our mission of delivering exceptional service.



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