Customer Service Agent - Personal Lines

Job Description

Job Description

About Us:
Join our dedicated team at BWO Insurance Group , a trusted name in the independent insurance industry since 1985. We take pride in fostering lasting client relationships and delivering personalized service rooted in integrity and care. Our experienced team provides comprehensive insurance solutions designed to protect what matters most to our community.

Job Summary:
As a Personal Lines Customer Service Agent , you’ll play a key role in our client-first approach, helping individuals understand and manage their insurance coverage. Your work will directly impact client satisfaction and retention by providing exceptional service, proactive communication, and accurate support. You’ll assist with policy inquiries, process changes, and guide clients through claims, all while maintaining detailed and organized records.

Success in this role requires strong interpersonal skills, attention to detail, and a genuine passion for helping people.

Key Responsibilities:

• Assist clients with insurance claims and policy changes.
• Explain policy coverage, limits, and options in clear, simple terms.
• Maintain accurate and up-to-date client records and documentation.
• Handle client inquiries via phone, email, and in person with professionalism and care.
• Collaborate with agents to ensure clients receive appropriate coverage and service.
• Prioritize and manage multiple tasks while maintaining a high level of accuracy and efficiency.

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 thrive in a fast-paced, team-oriented environment.
• Professional, friendly demeanor with a client-centered mindset.
• Proficient in general office software and technology.
• Property & Casualty Insurance License preferred but not required. The selected candidate must obtain this license within 60 days of hire. All associated exam costs are covered by the agency.

Why Join Us?

• Supportive, team-oriented work environment.
• Licensing assistance and full reimbursement for exam costs.
• Opportunities for professional development and growth.
• Competitive compensation and benefits package.
• Commitment to work-life balance.
• Access to an on-site workout room.

We’re looking for a motivated, detail-oriented professional who takes pride in delivering outstanding service. If you’re a proactive communicator who enjoys helping others and working in a positive, collaborative environment, we encourage you to apply and grow with us at BWO Insurance Group.