National Sales Representative- Westwood Insurance Agency

The Baldwin Group•Plano, TX
•Hybrid

About The Position

Westwood Insurance Agency is hiring a National Sales Representative to assist potential customers with personal insurance needs by telephone and email. The role explains policy and coverage options and benefits using a consultative sales approach in a fast-paced, high-volume call center. Representatives quote and sell policies from multiple carriers, evaluate customer risks and needs, and recommend suitable carriers and coverage under applicable underwriting guidelines. The position also involves managing leads and quoting activity in the company sales system, maintaining relationships with lead sources, and organizing work to meet team and company goals. The role offers warm leads and inbound calls, a hybrid schedule with two days in the office after training, and a monthly commission structure.

Requirements

  • High school diploma or GED.
  • Active Property & Casualty Insurance License.
  • Sales experience.
  • Organization and time-management skills.
  • Team-oriented approach.
  • Flexibility with changing priorities.
  • Ability to listen to and consider the views and opinions of others.
  • Ability to encourage open communication, cooperation, and knowledge sharing.
  • Oral and written communication skills.
  • Problem-solving skills.
  • Ability to work independently.

Responsibilities

  • Quote and sell various insurance policies to potential customers via telephone and email, working with multiple carriers and meeting sales targets.
  • Use the company sales system to manage leads, tasks, and quoting within expected time frames.
  • Evaluate risk and accurately quote and recommend insurance carriers and coverage based on underwriting guidelines and customer needs while meeting quality goals.
  • Build and maintain relationships with provided internal or external lead sources.
  • Organize and prioritize workload to meet team and company goals.

Benefits

  • Hybrid work schedule: two days in the office after training.
  • Monthly commission structure.
  • Monthly contests with prizes from the company Swag Store.
  • Team events such as bowling, softball games, and holiday parties.
  • Offices close to food, shopping, and coffee.
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