Customer Service Agent - Personal Lines
About The Position
Join our dedicated team at BWO Insurance Group, a trusted name in the independent insurance industry since 1985. We take pride in fostering lasting client relationships and delivering personalized service rooted in integrity and care. Our experienced team provides comprehensive insurance solutions designed to protect what matters most to our community. As a Personal Lines Customer Service Agent, you’ll play a key role in our client-first approach, helping individuals understand and manage their insurance coverage. Your work will directly impact client satisfaction and retention by providing exceptional service, proactive communication, and accurate support. You’ll assist with policy inquiries, process changes, and guide clients through claims, all while maintaining detailed and organized records. Success in this role requires strong interpersonal skills, attention to detail, and a genuine passion for helping people.
Requirements
- Proven experience in customer service, preferably within the insurance industry.
- Excellent communication and interpersonal skills.
- Strong organizational abilities and attention to detail.
- Ability to thrive in a fast-paced, team-oriented environment.
- Professional, friendly demeanor with a client-centered mindset.
- Proficient in general office software and technology.
Nice To Haves
- Property & Casualty Insurance License preferred but not required. The selected candidate must obtain this license within 60 days of hire. All associated exam costs are covered by the agency.
Responsibilities
- Assist clients with insurance claims and policy changes.
- Explain policy coverage, limits, and options in clear, simple terms.
- Maintain accurate and up-to-date client records and documentation.
- Handle client inquiries via phone, email, and in person with professionalism and care.
- Collaborate with agents to ensure clients receive appropriate coverage and service.
- Prioritize and manage multiple tasks while maintaining a high level of accuracy and efficiency.
Benefits
- Licensing assistance and full reimbursement for exam costs.
- Opportunities for professional development and growth.
- Competitive compensation and benefits package.
- Commitment to work-life balance.
- Access to an on-site workout room.
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What This Job Offers
Job Type
Full-time
Career Level
Mid Level
Education Level
No Education Listed
