Insurance Sales Support Specialist

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

Job summary

Westwood Insurance Agency, a leading personal lines agency, is seeking a detail-oriented professional in Plano, TX to support policy issuance and client interactions with accuracy and care.

You will gather and verify loan information, process endorsements and cancellations, and maintain familiarity with our quality standards while coordinating with agents and lenders. The role requires strong organization, teamwork, and clear communication for efficient, hassle-free closings.

Qualifications

• Experience in call centers, sales, customer service, or data entry.

Responsibilities

• Gather and accurately process customer and loan information related to policy issuance, endorsements, and cancellations within departmental timeframe standards
• Maintain familiarity with all aspects of our quality standards
• Provide suggestions for improvements to processes and systems
• Conduct outbound phone calls to prospective customers to transfer to agent
• Cultivate strong working relationships with agents, lenders, and settlement service providers
• Organize and prioritize workload to meet team and company objectives

Skills

Organization and time management

Team oriented

Flexible with changing priorities

Oral and written communication

Problem solving

Working independently

Active listening and collaboration

Job description

Westwood Insurance Agency, a leading personal lines agency, is seeking a detail-oriented professional in Plano, TX to support policy issuance and client interactions with accuracy and care.

You will gather and verify loan information, process endorsements and cancellations, and maintain familiarity with our quality standards while coordinating with agents and lenders. The role requires strong organization, teamwork, and clear communication for efficient, hassle-free closings.