Junior Regional Account Manager- Westwood Insurance Agency

The Baldwin Group•Plano, TX

18h•Hybrid

About The Position

Westwood Insurance Agency is a leading personal lines insurance agency with a strong history of serving customers since 1952. Licensed nationwide, Westwood partners with hundreds of top insurance companies to offer a diverse range of products and competitive pricing. The agency specializes in providing homeowners insurance through collaborations with home builders and mortgage companies, utilizing a technology-driven approach to streamline the insurance process within the closing timeline. As a full-service agency, Westwood offers various insurance solutions, including homeowners, renters, auto, specialty items, special events, small business, and umbrella policies.

Requirements

Bachelor's Degree or equivalent combination of education and work experience.
1 year relevant experience.
Current Property and Casualty Agent’s license (or ability to obtain one).

Nice To Haves

Some experience in Insurance Sales/Marketing or an equivalent combination of education and/or experience.
Knowledge of Property and Casualty Insurance is beneficial.
Excellent verbal and written communication skills.
Effective presentation skills.
Ability to work with technology commonly used in the workplace.
Ability to appropriately prioritize assigned tasks to ensure timely goal achievement.
Ability to establish a high degree of trust and credibility with others; ask effective questions, actively listen, handle objections, and gain commitment.
Show drive and initiative.
Professional, polished, poised, and positive demeanor.
Knowledge of property and casualty insurance products for multiple states and carriers.
Knowledge of Department of Insurance state-specific solicitation and selling regulations.
Ability to travel at request (~10% of time).

Responsibilities

Support and assist the Account Management department in developing and maintaining good working relationships with new home builder and mortgage affiliate clients.
Deliver exceptional customer service by responding swiftly to client queries.
Perform other tasks as assigned to meet department initiatives.
Cultivate the development and retention of positive client relationships within the assigned area of responsibility by regularly communicating with clients and key stakeholders.
Submit new communities to carriers for Underwriting approval.
Build and maintain beneficial relationships with assigned clients by consulting with external key stakeholders, researching and resolving requests, and facilitating communication.
Update Advantage+ by adding new communities, including all property specifics.
Proactively add builder communities to the rating system and communicate any relevant changes.
Present program information and train clients on benefits and systems.
Listen to clients' needs and provide options to meet them.
Contribute to a positive work environment by demonstrating cultural expectations and influencing others to reward performance and value "can do" people, accountability, diversity and inclusion, flexibility, continuous improvement, collaboration, creativity, and fun.