Regional Growth Account Manager – Builders & Lenders

Westwood Insurance Agency; United States; On-site; USD 65,000 - 90,000; Full time

Job summary

Westwood Insurance Agency—a leading personal lines agency in the US—seeks a Regional Account Manager for homebuilding and mortgage-affiliated clients. You will manage relationships with home builders, lenders, title companies, and other mortgage partners, serving as the primary contact for assigned accounts and ensuring client satisfaction.

The ideal candidate combines relationship-building skills with knowledge of mortgage industry dynamics, compliance, and account analytics.

Qualifications

• 2–3 years of experience in Insurance Sales or Marketing with a P&C license (or ability to obtain one).
• Knowledge of Property & Casualty products across multiple states and carriers.
• Experience with state-specific solicitation and selling regulations from the Department of Insurance.
• Outgoing, customer-service focused, professional demeanor and presentation skills.

Responsibilities

• Provide ongoing training for builder/lender divisions within territory and promote WIAs services.
• Manage a portfolio of homebuilding and mortgage-affiliated clients as primary contact for service needs.
• Assist in management of marketing materials; print and mail pieces to clients.
• Maintain accurate client records in agency systems; ensure data integrity and regulatory compliance.
• Respond promptly to client inquiries and resolve issues or escalate as needed.
• Attend all scheduled meetings and travel for client visits as required.
• Create and distribute monthly touch-points for all clients to maintain engagement.
• Educate clients on the insurance industry, carriers, and current capacity.

Skills

Insurance sales

Customer service

Communication

Organization

Relationship management

Education

Property & Casualty license

Tools

Windows OS

Job description

Westwood Insurance Agency—a leading personal lines agency in the US—seeks a Regional Account Manager for homebuilding and mortgage-affiliated clients. You will manage relationships with home builders, lenders, title companies, and other mortgage partners, serving as the primary contact for assigned accounts and ensuring client satisfaction.

The ideal candidate combines relationship-building skills with knowledge of mortgage industry dynamics, compliance, and account analytics.