Customer Service Representative - Westwood Insurance Agency

Westwood Insurance Agency, LLC; Plano (TX); Hybrid; USD 35,000 - 45,000; Full time

Benefits offered by this job

Job summary

Westwood Insurance Agency, LLC is a large personal lines agency in the US, offering homeowners, renters, auto, and small business coverage with a technology-based approach. The role focuses on providing timely customer service, answering inquiries, and assisting with policy-related questions.

The position is hybrid, with opportunities for growth through corporate training and cross-functional collaboration.

Qualifications

• Experience in providing timely customer service via calls or inquiries.
• Ability to explain coverage, billing and policy questions clearly.
• Willingness to complete corporate product training and ongoing learning.

Responsibilities

• Provide timely, accurate customer service by answering inbound calls and researching inquiries.
• Rewrite or generate new policies by recommending coverages to meet client needs.
• Continued professional growth by completing corporate product training courses.
• Build knowledge of department processes and procedures to support customers.

Skills

Customer service

Communication

Problem solving

Education

High School Diploma/GED

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.

PRIMARY RESPONSIBILITIES: Provide timely, accurate customer service by answering inbound calls, researching inquiries and responding to coverage, billing and policy related questions Rewrite or generate new policies by recommending available coverages and products to meet client’s insurance needs Continued professional growth by completing various corporate product training courses throughout tenure with Westwood Build customer service knowledge by taking personal initiative for learning additional processes and client-specific procedures to support customers in secondary areas and provide comprehensive, well-informed responses to inquiries Gain knowledge of department processes and procedures

Required Qualifications: Education: High School Diploma/GED Experience: 1 year relevant experience Licenses/Certifications: Property & Casualty insurance license #LI-JW1 #LI-HYBRID Click here for some insight into our culture! 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. With a Net Promoter Score® of 91, Westwood has provided exceptional customer service and has helped close more than 85,000 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.