Customer Service Agent - Commercial Lines

BWO Insurance; Oak Creek (WI); On-site; USD 40,000 - 60,000; Full time

Benefits offered by this job

Support for licensing

Opportunities for advancement

Competitive compensation and benefits

Work-life balance

On-site workout room

Job summary

A reputable insurance agency is seeking a Commercial Lines Customer Service Agent to enhance their client-centered approach. This role involves assisting business clients with insurance coverage, handling policy inquiries, and providing exceptional service. Successful candidates will demonstrate strong interpersonal skills, attention to detail, and the ability to manage multiple priorities. The agency offers a supportive environment, professional growth opportunities, and a competitive benefits package.

Qualifications

• Proven experience in customer service, preferably within the insurance industry.
• Excellent communication and interpersonal skills.
• Strong organizational abilities and attention to detail.

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.

Skills

Customer service experience

Communication skills

Organizational abilities

Attention to detail

Client-focused demeanor

Familiarity with office software

Education

Property & Casualty Insurance License (preferred)

Job description

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.