Customer Service Representative - Westwood Insurance Agency

Westwood Insurance Agency; Plano (TX); On-site; USD 38,000 - 46,000; Full time

Job summary

Westwood Insurance Agency, a large personal lines agency, is seeking a customer service representative in Plano, TX. The role focuses on answering inbound calls, researching inquiries, and responding to coverage and billing questions to ensure smooth policy handling.

The position involves rewriting or generating new policies by recommending coverages, and ongoing professional development through corporate training programs offered by Westwood. A Property & Casualty license is required.

Qualifications

• Education: High School Diploma or GED.
• Experience: 1 year relevant experience.

Responsibilities

• Provide timely, accurate customer service by answering inbound calls and researching inquiries.
• Rewrite or generate new policies by recommending available coverages and products to meet client’s insurance needs.
• Continuing professional growth by completing various corporate product training courses during tenure with Westwood.
• Build customer service knowledge by learning additional processes and client-specific procedures to support customers.

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