Regional Insurance Partner Manager for Builders & Lenders

The Baldwin Group; Northern (KY); Hybrid; USD 70,000 - 100,000; Full time

Job summary

Westwood Insurance Agency seeks a Regional Account Manager to oversee homebuilding and mortgage-affiliated clients across the territory. You will serve as the primary contact for service needs, coordinate cross-functional teams, and ensure client satisfaction with a proactive approach.

The ideal candidate has 2–3 years in Insurance Sales or Marketing, holds a Property & Casualty license (or can obtain one), and understands CFPB/RESPA regulations.

Qualifications

• 2–3 years in Insurance Sales or Marketing.
• Property & Casualty license or ability to obtain one.
• Knowledge of P&C products across multiple states and carriers.

Responsibilities

• Manage a portfolio of homebuilding and mortgage-affiliated clients.
• Provide ongoing training in builder/lender divisions within territory.
• Maintain accurate client records and ensure regulatory compliance.
• Print and mail marketing materials; assist in marketing efforts.
• Attend scheduled meetings and travel to clients as required.

Skills

Insurance Sales

Marketing

Verbal communication

Written communication

Presentation skills

Customer service

Attention to detail

Self-motivation

Tools

Windows-based programs

Job description

Westwood Insurance Agency seeks a Regional Account Manager to oversee homebuilding and mortgage-affiliated clients across the territory. You will serve as the primary contact for service needs, coordinate cross-functional teams, and ensure client satisfaction with a proactive approach.

The ideal candidate has 2–3 years in Insurance Sales or Marketing, holds a Property & Casualty license (or can obtain one), and understands CFPB/RESPA regulations.