Customer Service Representative - Westwood Insurance Agency

The Baldwin Group Colleague, Inc.; Plano (TX); On-site; USD 32,000 - 46,000; Full time

Job summary

Westwood Insurance Agency in Plano, Texas is seeking a customer service professional to handle inbound calls and inquiries, assisting clients with coverage, billing, and policy questions.

You will rewrite or generate policies to meet client needs, participate in product training, and deepen knowledge of departmental processes to provide accurate, proactive support to customers in multiple areas.

Qualifications

• High school diploma or GED required.
• 1 year of relevant experience preferred.
• Property & Casualty license required/preferred.

Responsibilities

• Answer inbound calls with timely, accurate responses on coverage, billing and policy questions.
• Rewrite or generate 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.
• Provide comprehensive, well-informed responses to inquiries across areas.

Skills

Customer service

Communication

Inquiry handling

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