Customer Service Agent - Personal Lines

Customer Service Agent - Personal Lines

Join to apply for the Customer Service Agent - Personal Lines role at BWO Insurance.

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.

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.

• 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.

• 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.

• 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.

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. 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.