National Sales Representative- Westwood Insurance Agency

The Baldwin Group Colleague, Inc.; Plano (TX); Híbrido; USD 45.000 - 75.000; Jornada completa

Ventajas ofrecidas por este puesto de trabajo

Hybrid work schedule

Commission-based pay

Monthly contests

Team events

Close to amenities

Warm inbound leads

Descripción de la vacante

Westwood Insurance Agency in Plano, TX is seeking an energetic inside sales specialist to assist potential customers with personal insurance needs by phone and email, using a consultative approach in a fast-paced call center.

The role involves quoting and selling policies across multiple carriers, managing leads in the sales system, and coordinating with teammates to meet sales targets while delivering excellent service.

Formación

• Active Property & Casualty Insurance License is required.
• Sales experience is required.
• Strong organization and time management skills.
• Team-oriented with flexible prioritization.
• Excellent oral and written communication and problem solving.

Responsabilidades

• Quote and sell insurance policies via telephone and email to meet targets.
• Use company sales system to manage leads, tasks, and quotes within expected time frames.
• Evaluate risk to quote and recommend carriers based on underwriting guidelines and customer needs.
• Build and maintain relationships with lead sources, internal or external.
• Organize and prioritize workload to meet team and company needs.

Conocimientos

Sales experience

Organization

Time management

Teamwork

Adaptability

Active listening

Communication skills

Problem solving

Independent working

Educación

High School Diploma/GED

Active Property & Casualty Insurance License

Descripción del empleo

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.

Job Description Summary

Assist potential customers with their personal insurance needs via telephone and email by explaining policy and coverage options and benefits using a consultative sales approach in a fast paced and high-volume call center.

Principal Responsibilities

• Quote and sell various insurance policies to potential customers via telephone and email with multiple carriers and meet sales targets
• Use company sales system to manage leads, tasks and quoting within expected time frames
• Evaluate risk to accurately quote and recommend insurance carrier and coverage based on underwriting guidelines and customer needs while meeting quality goals
• Build and maintain relationship with provided lead sources which may be internal or external
• Organize and prioritize workload to meet team and company

Education, Experience, Skills and Abilities Requirements

• High School Diploma/GED
• Active Property & Casualty Insurance License
• Sales Experience
• Organization and time management
• Team oriented
• Flexible with changing priorities
• Ability to listen to and consider the views and opinions of others
• Encourage open communication, cooperation, and knowledge sharing
• Oral and written communication skills
• Problem solving
• Working Independently

Why work at Westwood Insurance Agency?

• Warm leads and inbound calls
• Hybrid work schedule - 2 days in office after training
• Monthly commission structure
• Monthly contests with fun prizes from our very own Swag Store
• Team events such as bowling, softball games, holiday parties
• Our offices are close to food, shopping, and yes, coffee