Client-Centric Personal Lines Advisor

BWO Insurance; Oak Creek (WI); On-site; USD 45,000 - 60,000; Full time

Benefits offered by this job

Licensing assistance and exam reimbursement

Opportunities for professional development

Competitive compensation and benefits

Access to on-site workout room

Commitment to work-life balance

Job summary

An established insurance firm in Oak Creek is seeking a Personal Lines Customer Service Agent to enhance client satisfaction through exceptional service. This role involves assisting clients with policy inquiries and claims while maintaining organized records. Ideal candidates will have a background in customer service, strong communication skills, and attention to detail. The company offers a supportive work environment and opportunities for professional growth, along with competitive compensation and benefits.

Qualifications

• Proven experience in customer service, preferably in insurance.
• Excellent communication and interpersonal skills.
• Ability to thrive in a fast-paced, team-oriented environment.

Responsibilities

• Assist clients with insurance claims and policy changes.
• Explain policy coverage and options clearly.
• Maintain accurate client records and documentation.
• Handle client inquiries via phone, email, and in person.

Skills

Customer service experience

Communication skills

Organizational abilities

Interpersonal skills

Attention to detail

Proficiency in general office software

Education

Property & Casualty Insurance License (preferred)

Job description

An established insurance firm in Oak Creek is seeking a Personal Lines Customer Service Agent to enhance client satisfaction through exceptional service. This role involves assisting clients with policy inquiries and claims while maintaining organized records. Ideal candidates will have a background in customer service, strong communication skills, and attention to detail. The company offers a supportive work environment and opportunities for professional growth, along with competitive compensation and benefits.