Junior Regional Account Manager- Westwood Insurance Agency

Baldwin Group Colleague•Plano, TX

1d•Hybrid

About The Position

Westwood Insurance Agency is one of the largest personal lines agencies in the US, established in 1952. They have assisted over a million customers and are licensed in all 50 states, representing hundreds of insurance products from top insurance companies. Westwood specializes in providing homeowners insurance through partnerships with home builders and mortgage companies, utilizing a technology-based approach to integrate insurance into the closing process for a smoother customer experience. As a full-service agency, they offer a wide range of insurance products 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 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

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 queries from clients.
Perform other tasks assigned as needed to meet department initiatives.
Cultivate the development and retention of positive client relationships within 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 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 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.