The Baldwin Group

National Sales Representative- Westwood Insurance Agency

The Baldwin Group  •  Plano, TX (Hybrid)  •  22 days ago
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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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The Baldwin Group will not accept unsolicited resumes from any source other than directly from a candidate who applies on our career site. Any unsolicited resumes sent to The Baldwin Group, including unsolicited resumes sent via any source from an Agency, will not be considered and are not subject to any fees for any placement resulting from the receipt of an unsolicited resume.

The Baldwin Group

About The Baldwin Group

The Baldwin Group is a cohesive group of experts in business insurance, employee benefits, retirement planning, and all areas of private and personal insurance. Since our founding in 2011, we’ve evolved from a local business into a national firm with a vast network of specializations and industry practices for the benefit of our more than three million clients across the country and worldwide.

In addition, we have built excellent relationships with a wide range of insurance company partners. These relationships, coupled with our entrepreneurial and family-oriented culture, and deep expertise enable us to seamlessly deliver a breadth of innovative solutions to clients.

At The Baldwin Group, we help provide the solutions our clients need to have confidence and gain peace of mind as they pursue what’s possible for themselves, their families, and their businesses. Whether they are renting their first apartment or buying a larger home, opening a small business or taking their company public, we offer solutions to support them on every step of their journey. This has been our story since the beginning—we provide the indispensable expertise and quality insights that give our clients peace of mind to pursue their purpose, passion, and dreams. And that’s what The Baldwin Group will continue to do for years to come: we protect the possible.

Industry
Finance & Insurance
Company Size
1,001-5,000 employees
Headquarters
Tampa, Florida
Year Founded
Unknown
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