National Sales Assistant-Westwood Insurance Agency

Baldwin Group ColleaguePlano, TX
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 companies. Westwood partners with home builders and mortgage companies to offer homeowners insurance, integrating it into the closing process through a technology-based approach for a faster, easier, and hassle-free experience, resulting in happier customers and on-time closings. 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. This position supports sales teams by making outbound calls to customers in a high-volume, fast-paced call center environment. It's an opportunity to start a career in Personal Lines Insurance Sales.

Requirements

  • Experience in outbound calling, call centers, sales, or customer service is a plus.
  • No certifications or licenses are required to start.
  • Willingness to learn.
  • Comfortable with computers and basic computer navigation.
  • Organized, dependable, and self-motivated.

Responsibilities

  • Make 150+ outbound calls a day to prospective and existing customers (leads from potential customers looking for a quote).
  • Gather valuable client information and pass leads to licensed agents.
  • Set up new accounts and accurately enter customer information.
  • Reconnect with customers to provide outstanding service and follow up.
  • Promote products and generate interest in services.
  • Stay organized, prioritize the day, and consistently hit daily and weekly goals.

Benefits

  • Clear path to becoming a licensed agent in about 6 months (or less).
  • Company pays for insurance license.
  • Hybrid work schedule after training (2 days a week in the office).
  • Monthly contests with fun prizes.
  • Team events like bowling, softball games, and holiday parties.
  • Offices are close to food, shopping, and coffee.
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