What are the responsibilities and job description for the Commercial Lines Customer Service Agent position at BWO Insurance?
About The Job
About Us:
Join our dedicated team at BWO Insurance Group, a cornerstone in the independent insurance agency sector since 1985. We are deeply committed to fostering strong client relationships and delivering personalized service. Our team provides comprehensive insurance solutions to our community, driven by a commitment to integrity and care.
Job Summary
As a Commercial Lines Customer Service Agent, you’ll be at the heart of our client-centered approach, helping individuals manage and understand their insurance policies. Your role is pivotal in ensuring client satisfaction and loyalty by providing exceptional service and proactive communication. You’ll assist with policy inquiries, explain coverage options, and support clients in navigating their insurance needs. Additionally, you will collaborate with agents to process policy changes, assist with claims, and maintain accurate client records. Strong interpersonal skills, attention to detail, and a passion for delivering outstanding service are essential for success in this role.
Key Responsibilities
About BWO Insurance
Our journey as an agency began back in 1985 with one goal in mind: provide the best insurance protection with a high degree of professionalism. Of course, back then, things were a bit different - we had a much smaller office and a different sign on the door. Despite changes over the years, our focus is still our clients, and making them feel like part of the BWO family.From our decades of experience, we have found a lot of truth in the old cliché - actions speak louder than words. Just ask our clients, our team members, and our carriers. Because it's not how we treat a certain group that makes us who we are - it's how we treat each and every individual we interact with. It's how we approach business as a partnership and not a one-sided transaction. It's how we hire based on character and not resume entries. We're all a part of this extended family that we started when we opened in 1985.
About Us:
Join our dedicated team at BWO Insurance Group, a cornerstone in the independent insurance agency sector since 1985. We are deeply committed to fostering strong client relationships and delivering personalized service. Our team provides comprehensive insurance solutions to our community, driven by a commitment to integrity and care.
Job Summary
As a Commercial Lines Customer Service Agent, you’ll be at the heart of our client-centered approach, helping individuals manage and understand their insurance policies. Your role is pivotal in ensuring client satisfaction and loyalty by providing exceptional service and proactive communication. You’ll assist with policy inquiries, explain coverage options, and support clients in navigating their insurance needs. Additionally, you will collaborate with agents to process policy changes, assist with claims, and maintain accurate client records. Strong interpersonal skills, attention to detail, and a passion for delivering outstanding service are essential for success in this role.
Key Responsibilities
- Assist clients in the processing of insurance claims and policy changes.
- Provide detailed explanations of insurance policies and coverage options to clients.
- Maintain accurate client records and documentation.
- Distribution and handling of commercial mail.
- 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.
- 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. All associated costs for the licensing exam will be covered by the agency.
- Supportive team environment.
- Property and Casualty Insurance licensing support.
- Opportunities for professional growth and development.
- Competitive compensation and benefits package.
- Commitment to work-life balance.
- On-site work-out room.
About BWO Insurance
Our journey as an agency began back in 1985 with one goal in mind: provide the best insurance protection with a high degree of professionalism. Of course, back then, things were a bit different - we had a much smaller office and a different sign on the door. Despite changes over the years, our focus is still our clients, and making them feel like part of the BWO family.From our decades of experience, we have found a lot of truth in the old cliché - actions speak louder than words. Just ask our clients, our team members, and our carriers. Because it's not how we treat a certain group that makes us who we are - it's how we treat each and every individual we interact with. It's how we approach business as a partnership and not a one-sided transaction. It's how we hire based on character and not resume entries. We're all a part of this extended family that we started when we opened in 1985.
