Account Executive

BWO Insurance; Oak Creek (WI); On-site; USD 55,000 - 85,000; Full time

Benefits offered by this job

Property & Casualty licensing support

Competitive compensation

Professional development opportunities

Access to on-site workout facility

Work-life balance

Job summary

A trusted insurance agency in Oak Creek is seeking an Insurance Account Executive to manage client relationships for personal or commercial insurance. In this role, you’ll provide tailored guidance, process policy changes, and assist clients with inquiries. The ideal candidate will have prior experience in client service within the insurance sector, strong communication skills, and a proactive approach to client satisfaction. Join us for a supportive work environment and opportunities for professional development.

Qualifications

• Proven experience as an Account Manager or in a similar client service role within the insurance industry.
• Solid knowledge of personal or commercial lines insurance products.
• Strong communication, interpersonal, and relationship management skills.
• Excellent organizational skills and the ability to manage multiple priorities.
• Proficiency in insurance software and the Microsoft Office Suite.
• Ability to work both independently and collaboratively.
• Property & Casualty Insurance License preferred.

Responsibilities

• Serve as the main contact for clients, managing their personal or commercial insurance accounts.
• Respond promptly and professionally to client inquiries and provide effective solutions.
• Assist clients with policy changes, renewals, and claims processing.
• Educate clients on coverage options to ensure informed decisions.
• Maintain accurate, detailed client records and documentation.
• Collaborate with underwriters and carriers to secure optimal coverage.
• Monitor client accounts for timely renewals and payments.
• Build and sustain strong relationships to promote long-term client loyalty.
• Stay current with industry trends, products, and best practices.

Skills

Client relationship management

Communication skills

Interpersonal skills

Organizational skills

Insurance product knowledge

Education

Property & Casualty Insurance License preferred

Tools

Insurance software

Microsoft Office Suite

Job description

About Us

Join our dedicated team at BWO Insurance Group, a trusted cornerstone in the independent insurance agency sector since 1985. We take pride in building long-lasting client relationships and delivering personalized service rooted in integrity and care. Our team provides comprehensive insurance solutions to individuals, families, and businesses throughout our community.

Job Summary: Insurance Account Executive

As an Insurance Account Executive, you’ll serve as a trusted advisor and the primary point of contact for clients seeking personal or commercial insurance solutions. In this role, you will manage client relationships, handle inquiries, process policy changes, and assist with policy selection, renewals, and claims.

With your expertise in either personal or commercial lines, you’ll deliver tailored guidance that enhances client satisfaction and retention. Beyond maintaining existing accounts, you’ll also have the opportunity to develop referral strategies and grow your own book of business. This position is ideal for someone who thrives on relationship building and enjoys helping clients protect what matters most.

Key Responsibilities

• Serve as the main contact for clients, managing their personal or commercial insurance accounts.
• Respond promptly and professionally to client inquiries and provide effective solutions.
• Assist clients with policy changes, renewals, and claims processing.
• Educate clients on coverage options to ensure informed decisions.
• Maintain accurate, detailed client records and documentation.
• Collaborate with underwriters and carriers to secure optimal coverage.
• Monitor client accounts for timely renewals and payments.
• Build and sustain strong relationships to promote long-term client loyalty.
• Stay current with industry trends, products, and best practices.

Qualifications

• Proven experience as an Account Manager or in a similar client service role within the insurance industry.
• Solid knowledge of personal or commercial lines insurance products (e.g., auto, home, renters, business).
• Strong communication, interpersonal, and relationship management skills.
• Excellent organizational skills and the ability to manage multiple priorities.
• Proficiency in insurance software and the Microsoft Office Suite.
• Ability to work both independently and collaboratively.
• Property & Casualty Insurance License preferred.

Desired Attributes

• Detail-oriented with a high degree of accuracy.
• Proactive, resourceful, and solution-focused.
• Passionate about providing exceptional client service.
• Upholds strong ethical standards and integrity in all interactions.

Why Join Us?

• Supportive, team-oriented work environment.
• Property & Casualty licensing support and reimbursement.
• Opportunities for professional development and career growth.
• Competitive compensation and benefits package.
• Commitment to maintaining work-life balance.
• Access to an on-site workout facility.

We’re looking for a motivated, service-minded professional who takes pride in helping clients and values collaboration. If you’re a proactive communicator who thrives in a dynamic and supportive environment, we encourage you to apply and grow with BWO Insurance Group.