Regional Account Manager- Westwood Insurance Agency

The Baldwin Group

8d • Remote

About The Position

Westwood Insurance Agency is one of the largest personal lines agencies in the US, established in 1952. They represent hundreds of insurance products from top insurance companies, offering customers a wide selection of products and pricing. Westwood partners with home builders and mortgage companies to provide homeowners insurance, integrating insurance into the closing process through a technology-based approach for a smoother customer experience. As a full-service agency, they offer various insurance products including homeowners, renters, auto, specialty items, small business, and umbrella policies.

Requirements

• Two to three years experience in Insurance Sales, Marketing or an equivalent combination of education and/or experience with a current Property & Casualty Agent’s license (or ability to obtain one).
• Knowledge of Property & Casualty insurance products for multiple states and carriers.
• Experience with Department of Insurance state specific solicitation and selling regulations.
• Outgoing, customer service focused, friendly personality and professional demeanor.
• Excellent verbal, written and presentation skills.
• Good computer skills experience with Windows based programs.
• Attention to detail, the ability to prioritize work assignments and a “get the job done” attitude.
• Dependable, self-motivated and able to take action with minimal direction.

Nice To Haves

• Understanding of mortgage industry dynamics, compliance requirements, and account performance analytics.

Responsibilities

• Provide ongoing training in all builder/lender divisions within his/her territory; promote WIAs services and benefits to our clients and their customers.
• Manage a portfolio of homebuilding and mortgage-affiliated clients, serving as the primary point of contact for service needs, inquiries, and ongoing relationship management.
• Assist in the management of marketing materials and promotional items. Print and mail marketing materials to our clients.
• Maintain accurate client records within agency management systems, ensuring data integrity and compliance with regulatory standards.
• Respond to client inquiries in a timely and professional manner, resolving issues or escalating complex matters as needed.
• Attend all scheduled meetings.
• Visit all clients in designated or targeted territory based on road map requirement with emphasis on targeted areas.
• Create and distribute monthly touch-points for all clients.
• Educate clients on the insurance industry and how it pertains to our insurance carriers and current capacity.

What This Job Offers

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