National Sales Assistant- Westwood Insurance Agency

Baldwin Group Colleague • Plano, TX

4d • Hybrid

About The Position

Westwood Insurance Agency is one of the largest personal lines agencies in the US, established in 1952. We have assisted over a million customers in protecting their assets. Licensed nationwide, Westwood offers a broad spectrum of insurance products from leading insurance companies, providing customers with diverse options and competitive pricing. We collaborate with home builders and mortgage companies to streamline the homeowners insurance process, integrating it into the closing procedure for a more efficient and satisfactory customer experience. As a comprehensive service agency, we cater to various insurance needs, including homeowners, renters, auto, specialty items, special events, small business, and umbrella policies.

Requirements

• Experience in call centers, sales, customer service, or data entry
• Follow established guidelines to focus on details and complete tasks attentively and thoroughly
• Demonstrated interest in enhancing knowledge; seeks opportunities to learn and grow
• Complete tasks attentively and thoroughly with attention to detail
• Utilize established procedures to guide decision-making
• Organization and time management
• Team oriented
• Flexible with changing priorities
• Ability to listen to and consider the views and opinions of others
• Encourage open communication, cooperation, and knowledge sharing
• Oral and written communication skills
• Problem solving
• Working independently

Responsibilities

• Gather and accurately process customer and loan information related to policy issuance, endorsements, and cancellations within departmental timeframe standards
• Maintain familiarity with all aspects of our quality standards
• Provide suggestions for improvements to processes and systems
• Conduct outbound phone calls to prospective customers to transfer to agent
• Cultivate strong working relationships with agents, lenders, and settlement service providers
• Organize and prioritize workload to meet team and company objectives

What This Job Offers

• Job Type: Full-time
• Career Level: Entry Level
• Education Level: No Education Listed