Junior Regional Account Manager- Westwood Insurance Agency

Westwood Insurance AgencyPlano, TX
Hybrid

About The Position

Westwood Insurance Agency is one of the largest personal lines agencies in the US. Since 1952, we’ve helped more than a million customers protect what matters most. Licensed in all 50 states, Westwood represents hundreds of insurance products offered by the country’s top insurance companies. That’s an advantage for our customers, who benefit from a wide selection of products and pricing. Westwood works closely with home builders and mortgage companies to provide homeowners insurance that is fast, easy, and hassle-free. Our technology-based approach simplifies the process by incorporating insurance into the closing process. The result is happier customers and more on-time closing. As a full-service agency, we can help customers find the right coverage for their circumstances from a wide variety of insurance products, including homeowners and renters policies, auto insurance, specialty item and special event endorsements, small business insurance, umbrella policies, and much more.

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 is helpful
  • Knowledge of Property and Casualty Insurance is beneficial
  • Excellent verbal and written communication as well as effective presentation skills
  • Work with technology commonly used in the workplace
  • Appropriately prioritize assigned tasks to ensure timely goal achievement
  • Establish a high degree of trust and credibility with others; ask effective questions, actively listen, handle objects 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

Responsibilities

  • 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 while including all property specifics
  • Proactively add builder communities to rating system and communicate any relevant changes
  • Present program information and train clients on benefits and systems as needed
  • Listen to clients needs and provide options to meet
  • 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
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