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Commercial Insurance Assistant Jobs in Wisconsin

BWO Insurance

Account Executive

Oak Creek, WI · On-site

Serve as the main contact for clients, managing their personal or commercial insurance accounts. * Respond promptly and professionally to client inquiries and provide effective solutions. * Assist ...

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Commercial Insurance Assistant information

What is the difference between Commercial Insurance Assistant vs Insurance Underwriter?

AspectCommercial Insurance AssistantInsurance Underwriter
Required CredentialsHigh school diploma, insurance licensing often preferredBachelor's degree in finance, business, or related field; licensing may be required
Work EnvironmentOffice setting, supporting agents and brokersOffice-based, assessing risks and approving policies
Employer & Industry UsageInsurance agencies, brokerages, and companiesInsurance companies, underwriting firms
Common Search & ComparisonAssisting with policy processing, customer serviceEvaluating risks, setting premium rates

The Commercial Insurance Assistant primarily supports insurance agents by handling administrative tasks and customer inquiries, while the Insurance Underwriter evaluates risks and determines policy terms. Both roles are essential in the insurance industry, often working closely but with different responsibilities and qualifications.

What are the key skills and qualifications needed to thrive as a commercial insurance assistant?

To thrive as a Commercial Insurance Assistant, you need strong administrative skills, attention to detail, and a foundational understanding of insurance principles, often supported by a high school diploma or associate degree. Familiarity with insurance management systems, document processing software, and sometimes industry certifications like AINS or CISR is beneficial. Excellent organizational skills, customer service orientation, and clear communication help build relationships with clients and support underwriters and agents. These competencies are essential to efficiently manage policy documentation, ensure compliance, and deliver prompt, accurate service in a dynamic insurance environment.

What is a commercial insurance assistant?

Commercial Insurance Assistants are professionals who support insurance agents, brokers, and underwriters by handling administrative tasks related to commercial insurance policies. Their responsibilities often include processing applications, preparing policy documents, communicating with clients, and maintaining accurate records. They play a key role in ensuring that the insurance process runs smoothly and efficiently, allowing agents to focus on client relationships and sales. Commercial Insurance Assistants need strong organizational skills, attention to detail, and a good understanding of insurance terminology.

What does a commercial insurance assistant do?

A Commercial Insurance Assistant typically handles administrative tasks such as processing policy documents, managing client records, and assisting with renewals and endorsements. They often communicate directly with clients to gather information, answer basic policy questions, and ensure all documentation is accurate and up to date. By efficiently managing these responsibilities, they free up underwriters and account managers to focus on more complex client needs, supporting the overall workflow of the insurance team and contributing to excellent customer service.
What are the most commonly searched types of Commercial Insurance jobs in Wisconsin? The most popular types of Commercial Insurance jobs in Wisconsin are:
What are popular job titles related to Commercial Insurance Assistant jobs in Wisconsin? For Commercial Insurance Assistant jobs in Wisconsin, the most frequently searched job titles are:
What job categories do people searching Commercial Insurance Assistant jobs in Wisconsin look for? The top searched job categories for Commercial Insurance Assistant jobs in Wisconsin are:
What cities in Wisconsin are hiring for Commercial Insurance Assistant jobs? Cities in Wisconsin with the most Commercial Insurance Assistant job openings:
Commercial Insurance Assistant jobs near you
Infographic showing various Commercial Insurance Assistant job openings in Wisconsin as of August 2026, with employment types broken down into 1% As Needed, 73% Full Time, 22% Part Time, and 4% Contract. Highlights an 96% Physical, 1% Hybrid, and 3% Remote job distribution.

Commercial Lines Customer Service Agent

BWO Insurance

Oak Creek, WI • On-site

$42K - $57K/yr

Full-time

Re-posted 12 days ago

Job description

About Us:
Join our dedicated team at BWO Insurance Group, a cornerstone in the independent insurance agency sector since 1985. We are deeply committed to fostering strong client relationships and delivering personalized service. Our team provides comprehensive insurance solutions to our community, driven by a commitment to integrity and care.

Job Summary:
As a Commercial Lines Insurance Customer Service Agent, you will assist our clients in managing and understanding their commercial insurance policies. This role is pivotal in maintaining client satisfaction and loyalty through exceptional service and support.
Key Responsibilities:
  • Assist clients in the processing of insurance claims and policy changes.
  • Provide detailed explanations of insurance policies and coverage options to clients.
  • Maintain accurate client records and documentation.
  • Distribution and handling of commercial mail
  • Handle client inquiries via phone, email, and in-person with professionalism and courtesy.
  • Collaborate with sales agents to ensure clients understand their options and receive appropriate coverage.
  • Manage multiple tasks and maintain high performance under pressure.

Qualifications:
  • Proven experience in customer service, preferably in the insurance industry.
  • Excellent communication and interpersonal skills.
  • Strong organizational skills and attention to detail.
  • Ability to work effectively in a fast-paced office environment.
  • Friendly and professional demeanor, with a client-oriented focus.
  • Proficient in office software and technology.
  • Property & Casualty Insurance License preferred but not required at time of hire. The selected candidate will be expected to obtain this license within 60 days of employment. All associated costs for the licensing exam will be covered by the agency.
Why Join Us?
  • Supportive team environment.
  • Opportunities for professional growth and development.
  • Competitive compensation and benefits package.
  • Commitment to work-life balance.
  • On-site work-out room
We are looking for a motivated and detail-oriented individual to join our team and contribute to our mission of delivering exceptional service. If you are a proactive communicator who thrives in a supportive and dynamic environment, we encourage you to apply.