Licensed Associate Sales Agent- Westwood Insurance Agency

Westwood Insurance Agency

Posted 3 months ago

Full Time

Plano, Texas

Hybrid

Smart Summary

Responsibilities

Assist potential customers with personal insurance needs via telephone and email using a consultative sales approach. Quote and sell various insurance policies while managing leads and meeting sales targets within a high-volume call center.

Qualifications

You have a High School Diploma/GED and an active Property & Casualty Insurance License. You will assist potential customers with their personal insurance needs via telephone and email, using a consultative sales approach to explain policy and coverage options.

Must Have Skills for ATS

Property & Casualty Insurance License

Sales Experience

Use company sales system to manage leads

Evaluate risk

Oral and written communication skills

Job Description

Job Description

Westwood Insurance Agency is one of the largest personal lines agencies in the US. Since 1952, we’ve helped more than a million customers protect what matters most. Licensed in all 50 states, Westwood represents hundreds of insurance products offered by the country’s top insurance companies. That’s an advantage for our customers, who benefit from a wide selection of products and pricing. Westwood works closely with home builders and mortgage companies to provide homeowners insurance that is fast, easy, and hassle-free. Our technology-based approach simplifies the process by incorporating insurance into the closing process. The result is happier customers and more on-time closing. As a full-service agency, we can help customers find the right coverage for their circumstances from a wide variety of insurance products, including homeowners and renters policies, auto insurance, specialty item and special event endorsements, small business insurance, umbrella policies, and much more.

Job Description Summary

Assist potential customers with their personal insurance needs via telephone and email by explaining policy and coverage options and benefits using a consultative sales approach in a fast paced and high-volume call center.

Principal Responsibilities: 

  • Quote and sell various insurance policies to potential customers via telephone and email with multiple carriers and meet sales targets 

  • Use company sales system to manage leads, tasks and quoting within expected time frames 

  • Evaluate risk to accurately quote and recommend insurance carrier and coverage based on underwriting guidelines and customer needs while meeting quality goals

  • Build and maintain relationship with provided lead sources which may be internal or external 

  • Organize and prioritize workload to meet team and company  

Education, Experience, Skills and Abilities Requirements: 

  • High School Diploma/GED 

  • Active Property & Casualty Insurance License 

  • Sales Experience 

  • 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

Why work at Westwood Insurance Agency?

  • Warm leads and inbound calls

  • Hybrid work schedule - 2 days in office after training

  • Monthly commission structure

  • Monthly contests with fun prizes from our very own Swag Store

  • Team events such as bowling, softball games, holiday parties

  • Our offices are close to food, shopping, and yes, coffee

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Westwood Insurance Agency

Westwood Insurance Agency is one of the largest personal lines agencies in the US. Since 1952, we’ve helped more than a million customers find the right insurance policy. Licensed in all 50 states, Westwood represents hundreds of insurance products offered by the country’s top insurance companies. That’s an advantage for our customers, who benefit from a wide selection of products and pricing. Westwood works closely with home builders and mortgage companies to provide homeowners insurance that is fast, easy, and hassle-free. Our technology-based approach simplifies the process by incorporating insurance into the closing process. The result is happier customers and more on-time closing. With a Net Promoter Score® of 92, Westwood has provided exceptional customer service and has helped close more than 100,000 homes a year. We also offer our customers a wide variety of options at the most competitive prices on more than just homeowners insurance. As a full-service agency, we can help customers find the right coverage for their circumstances from a wide variety of insurance products, including homeowners and renters policies, auto insurance, specialty item and special event endorsements, small business insurance, umbrella policies, and much more. CA License #0401583
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