BWO Insurance · 2 months ago
Personal Insurance Advisor
Franklin, WI
Full-time
Onsite
Mid Level
3+ years expBWO Insurance is an agency that provides comprehensive insurance solutions for auto, home, and business coverage across Wisconsin. The Personal Insurance Advisor is responsible for writing and retaining profitable personal insurance accounts by evaluating client needs, developing tailored insurance proposals, and delivering exceptional service.
BillingFinancial ServicesInsurance
Responsibilities
Identify and qualify prospects by evaluating insurance needs, identifying coverage gaps, and assessing risk exposures
Develop and present personalized insurance proposals that address client needs and ensure complete, accurate documentation
Educate clients on policy options, coverages, exclusions, and exposures to help them make informed decisions
Process documentation and correspondence per agency standards, ensuring accuracy in client records, certificates, cancellations, and ID cards
Maintain compliance and accuracy by thoroughly documenting all coverage discussions, quotes, and policy changes in the agency management system
Deliver outstanding customer service by anticipating client needs, building trust, and maintaining positive relationships with clients, carriers, and colleagues
Collaborate with internal and carrier partners to ensure efficient, timely service and a consistent client experience
Qualification
Required
High school diploma or equivalent (Associate's or Bachelor's degree preferred)
Valid Wisconsin Property and Casualty Insurance License required
Minimum 3 years of recent experience in Personal Lines account management or sales
Proficient in office software and technology
Strong understanding of personal insurance products, underwriting, and risk evaluation
Preferred
Associate's or Bachelor's degree
Experience with an Agency Management System (AMS) preferred
Company
BWO Insurance
BWO Insurance is a insurance company, they focus on providing service with a competitive rate and quality coverage.
11-50 employees
Funding
Current Stage
Early StageCompany data provided by crunchbase