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.

Summary

This role’s primary responsibility is to support and assist the Account Management department in developing and maintaining good working relationships with new home builder and mortgage affiliate clients; delivering exceptional customer service by responding swiftly to queries from clients; and other tasks assigned as needed to meet department’s initiative.

Cultivate the development and retention of positive client relationships within assigned area of responsibility by regularly communicating with clients and key stakeholders.

Primary Responsibilities

• Submit new communities to carriers for Underwriting approval

• Build and maintain beneficial relationships with assigned clients by consulting with external key stakeholders, researching and resolving requests and facilitating communication

• Update Advantage+ by adding new communities while including all property specifics
• Proactively add builder communities to rating system and communicate any relevant changes 
• Present program information and train clients on benefits and systems as needed
• Listen to clients needs and provide options to meet

• Contribute to a positive work environment by demonstrating cultural expectations and influencing others to reward performance and value “can do” people, accountability, diversity and inclusion, flexibility, continuous improvement, collaboration, creativity and fun

Required Qualifications

• Education: Bachelor's Degree or equivalent combination of education and work experience
• Experience: 1 year relevant experience
• Licenses/Certifications: Current Property and Casualty Agent’s license (or ability to obtain one).

Preferred Competencies/Skills

• Some experience in Insurance Sales/Marketing or an equivalent combination of education and/or experience is helpful
• Knowledge of Property and Casualty Insurance is beneficial
• Excellent verbal and written communication as well as effective presentation skills
• Work with technology commonly used in the workplace
• Appropriately prioritize assigned tasks to ensure timely goal achievement
• Establish a high degree of trust and credibility with others; ask effective questions, actively listen, handle objects and gain commitment
• Show drive and initiative
• Professional, polished, poised and positive demeanor

Preferred Knowledge

• Knowledge of property and casualty insurance products for multiple states and carriers
• Knowledge of Department of Insurance state specific solicitation and selling regulations

Travel frequency: Ability to travel at request (~10% of time)

Physical demands: General office jobs: Work is generally performed in an office environment in which there is not substantial exposure to adverse environmental conditions. Must have the ability to remain in a stationary position for extended periods of time. Must be able to operate basic office equipment including telephone, headset and computer. Incumbent must be able to lift basic office equipment up to 20 lbs.

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