Insurance Policy & Coverage Advisor (Hybrid)

The Baldwin Group; Plano (TX); Hybrid; USD 40,000 - 52,000; Full time

Job summary

Westwood Insurance Agency is a leading personal lines agency with a long history of serving customers across the United States. The team handles homeowners, renters, auto and specialty lines, offering a broad product range through major insurers.

The role focuses on delivering timely support, accurate policy information and proactive coverage recommendations to clients while collaborating with multiple departments.

Qualifications

• High School Diploma or GED required.
• 1 year of relevant experience preferred.
• Property & Casualty license required or actively pursuing.

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

Skills

Customer service

Communication

Education

High School Diploma/GED

Job description

Westwood Insurance Agency is a leading personal lines agency with a long history of serving customers across the United States. The team handles homeowners, renters, auto and specialty lines, offering a broad product range through major insurers.

The role focuses on delivering timely support, accurate policy information and proactive coverage recommendations to clients while collaborating with multiple departments.