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Customer Service Agent - Commercial Lines
Customer Service Agent - Commercial LinesBWO Insurance • Oak Creek, Wisconsin, United States
Customer Service Agent - Commercial Lines

Customer Service Agent - Commercial Lines

BWO Insurance • Oak Creek, Wisconsin, United States
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About Us :

Join our dedicated team at BWO Insurance Group , a trusted cornerstone in the independent insurance agency industry since 1985. We are deeply committed to building lasting client relationships and delivering personalized service with integrity and care. Our team provides comprehensive insurance solutions to protect our clients and strengthen our community.

Job Summary :

As a Commercial Lines Customer Service Agent , you’ll play a key role in our client-centered approach, helping business clients understand and manage their insurance coverage. Your focus will be on delivering exceptional service, proactive communication, and accurate support. You’ll handle policy inquiries, process changes, assist with claims, and collaborate with agents to ensure each client’s needs are met efficiently and professionally.

Strong interpersonal skills, attention to detail, and a genuine passion for providing outstanding client service are essential to success in this role.

Key Responsibilities :

  • Assist clients with insurance claims and policy changes.
  • Clearly explain commercial insurance coverages, limits, and options.
  • Maintain accurate and organized client records and documentation.
  • Manage and distribute incoming commercial mail.
  • Respond to client inquiries via phone, email, and in person with professionalism and care.
  • Collaborate with sales agents to ensure clients understand their options and receive proper coverage.
  • Handle multiple priorities while maintaining accuracy and exceptional client service.

Qualifications :

  • Proven experience in customer service, preferably within the insurance industry.
  • Excellent communication and interpersonal skills.
  • Strong organizational abilities and attention to detail.
  • Ability to work effectively in a fast-paced office environment.
  • Professional, friendly, and client-focused demeanor.
  • Proficiency with general office software and technology.
  • Property & Casualty Insurance License preferred but not required at hire. The selected candidate must obtain this license within 60 days of employment; all associated exam costs are covered by the agency.
  • Why Join Us?

  • Supportive, team-oriented work environment.
  • Full support and reimbursement for Property & Casualty licensing.
  • Opportunities for professional growth and advancement.
  • Competitive compensation and benefits package.
  • Commitment to work-life balance.
  • On-site workout room.
  • We’re seeking a motivated, detail-oriented professional who takes pride in delivering excellent service. If you’re a proactive communicator who thrives in a supportive and dynamic environment, we encourage you to apply and grow with us at BWO Insurance Group .

    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.

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    Commercial Lines Agent • Oak Creek, Wisconsin, United States

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