Regional Account Manager - Builder & Lender Partnerships

Baldwin Group Colleague, Inc.; United States; Remote; USD 55,000 - 90,000; Full time

Job summary

Westwood Insurance Agency in the United States seeks a Regional Account Manager for homebuilding and mortgage‑affiliated clients. You will manage relationships, coordinate cross‑functional teams, and ensure client satisfaction while maintaining CFPB and RESPA compliance.

The role requires 2–3 years in Insurance Sales/Marketing and a Property & Casualty license (or ability to obtain one). Travel and strong communication skills are essential for success.

Qualifications

• Two to three years experience in Insurance Sales, Marketing or an equivalent combination of education and/or experience with a current Property & Casualty Agent’s license (or ability to obtain one).
• Knowledge of Property & Casualty insurance products for multiple states and carriers.
• Experience with Department of Insurance state specific solicitation and selling regulations.

Responsibilities

• Provide ongoing training in all builder/lender divisions within the territory.
• Promote WIAs services and benefits to clients and their customers.
• Manage a portfolio of homebuilding and mortgage-affiliated clients as the primary point of contact.
• Assist in managing marketing materials and promotional items.
• Print and mail marketing materials to clients.
• Maintain accurate client records with agency management systems, ensuring data integrity and regulatory compliance.
• Respond to client inquiries in a timely and professional manner, resolving issues or escalating complex matters as needed.
• Attend scheduled meetings and travel to designated or targeted areas as required.
• Educate clients on the insurance industry and how it pertains to carriers and capacity.

Skills

Account management

Relationship building

Customer service

Education

Property & Casualty License

Job description

Westwood Insurance Agency in the United States seeks a Regional Account Manager for homebuilding and mortgage‑affiliated clients. You will manage relationships, coordinate cross‑functional teams, and ensure client satisfaction while maintaining CFPB and RESPA compliance.

The role requires 2–3 years in Insurance Sales/Marketing and a Property & Casualty license (or ability to obtain one). Travel and strong communication skills are essential for success.