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Why Us

Why join our team? Since 1985 BWO has been a respected member of the Milwaukee and Wisconsin business community. We offer training, mentoring and a lively work environment with outstanding team members. Personal and income growth potential…and fun is all part of a career in insurance at BWO. We look forward to hearing from you soon and if you would like to learn more about the history of our insurance agency

Commercial Lines CSA

Commercial Lines CSA

Experience:

  • 1-3 years Commercial Insurance Experience
  • College Degree preferred
  • Must be licensed in property/casualty insurance at time of hire

Duties:

  • Retain existing customers by providing excellent customer experiences.
  • Review contracts and issue certificates of insurance.
  • Help BWO grow by using techniques to sell insurance products to new customers.
  • Become familiar with accounts and claim activity.
  • Reviews house accounts with customer and proactively cross-sells to provide additional coverage to existing customers.
  • Prepare quotations and applications in order to close sales.
  • Service in-house agent’s accounts. (According to assigned alpha split)
  • Service house book (according to assigned alpha split)
  • Manage assigned accounts including marketing to carriers, binding coverage, issuing renewals, producing evidence of insurance, etc.
  • Keep producers informed of all activities on assigned accounts.
  • Communicate in an efficient and friendly manner with customers, carrier representatives and co-workers.
  • Complete & proper documentation of client management system
  • Help maintain workflow and work within established processing procedures.
  • Complete other duties as assigned.

Position requirements:

  • Must have strong communication skills, and be able to positively and clearly interact with carriers, producers, clients, and co-workers.
  • Working knowledge of rating procedures, underwriting procedures, coverages, and industry operations.
  • Working knowledge of agency management system.
  • Ability to stay focused in a high pressured, fast-paced environment.
Commercial Lines CSA

Senior Personal Lines CSA

Senior Personal Lines CSA

Experience:

  • 5+ years Insurance Experience
  • College Degree preferred
  • Property & Casualty Agents License

Duties:

  • Retain existing customers by providing excellent customer experiences.
  • Help BWO grow by using techniques to sell insurance products to new customers.
  • Become familiar with accounts and claim activity.
  • Proactively cross-sell successfully and consistently to provide additional coverage to existing customers.
  • Prepare quotations and applications in order to close sales.
  • Handle book rolls initiated by both companies and agency.
  • Completes special projects as needed.
  • Service in-house agent's accounts.
  • Manage assigned accounts including marketing to carriers, binding coverage, issuing renewals, producing evidence of insurance, etc.
  • Keep producers informed of all activities on assigned accounts.
  • Process mail, emails, and other communications from companies and insureds.
  • Help maintain workflow and work within established operating procedures.
  • Ability to communicate clearly and in a friendly manner with customers, carrier representatives and office employees.
  • Identify training needs among the team.
  • Help in the audit functions of the Training and Audit Specialist as needed
  • Provide continue feedback on all aspects of the team.
  • Be a mentor and outstanding role model within the team, helping to support the organizations goals.
  • Manage full territory for policy reviews and rewrites.
  • Complete other duties as assigned.

Position requirements:

  • Must have strong communication skills, and be able to positively and clearly interact with carriers, producers, clients, and co-workers.
  • Working knowledge of rating procedures, underwriting procedures, coverages, and industry operations.
  • Ability to multi task.
  • Ability to use agency management system.
Senior Personal Lines CSA

This is Modal Title

Personal Lines CSA

Experience:

  • 1-3 years Insurance Experience
  • College Degree preferred
  • Property & Casualty Agents License *not required to hold - employee will test for this within 60 days of hire*

Duties:

  • Retain existing customers by providing excellent customer experiences.
  • Help BWO grow by using techniques to sell insurance products to new customers.
  • Become familiar with accounts and claim activity.
  • Proactively cross-sell to provide additional coverage to existing customers.
  • Prepare quotations and applications in order to close sales.
  • Service in-house agent's accounts.
  • Manage assigned accounts including marketing to carriers, binding coverage, issuing renewals, producing evidence of insurance, etc.
  • Keep producers informed of all activities on assigned accounts.
  • Help maintain workflow and work within established operating procedures.
  • Ability to communicate clearly and in a friendly manner with customers, carrier representatives and office employees.
  • Process mail, email, and other communications from companies and insureds.
    Handles book rolls initiated by both companies and agency.
  • Manage full territory for policy reviews and rewrites.
  • Complete other duties as assigned.

Position requirements:

  • Must have strong communication skills, and be able to positively and clearly interact with carriers, producers, clients, and co-workers.
  • Working knowledge of rating procedures, underwriting procedures, coverages, and industry operations.
  • Ability to multi task.
  • Ability to use agency management system.
  • Ability to stay focused in a high pressured, fast-paced environment.
Personal Lines CSA

Personal Lines Account Manager

Personal Lines Account Manager

Experience:

  • 3-5 years' experience in personal lines insurance.
  • Strong working knowledge of coverages and carriers in the personal lines field.
  • Bachelors or the equivalent in experience with personal lines.
  • Have a property and casualty license.

Duties:

  • Ability to present and solicit personal lines products to potential and existing clients.
  • Ability to conduct needs-based marketing interviews with potential and existing clients.
  • Strong listening, oral and written communication skills.
  • Ability to take initiative and act effectively in various circumstances without direction.
  • Ability to manage an entire book of business with a focus on key service and production results.
  • Ability to read and understand metrics on the book of business and develop growth plans based on those metrics.
  • Ability to develop strong relationships with existing customers that ultimately lead to referrals and cross sell opportunities.
  • Ability to set up referral process to generate new business on an existing book of business.
  • Goal oriented: highly motivated and resourceful to achieve results.
  • Ability to organize and act on several activities concurrently.
  • Manage current clients' accounts and current books of business on a day to day basis which includes billing, claims, endorsement processing, certificates of insurance, etc.

Position Requirements:

  • Must possess leadership skills and be a role model to less experienced co-workers.
  • Must be a team player, detail oriented and have good verbal and written communication skills.
  • Working knowledge of rating procedures, underwriting procedures, coverages, and industry operations.
  • Strong verbal and written communication skills.
  • Ability to stay focused in a high pressured, fast-paced environment.
  • Ability to understand and manage a book of business using production metrics to drive results.
Personal Lines Account Manager

Apply Now

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