National Sales Assistant- Westwood Insurance Agency

Job Opportunity At Westwood Insurance Agency

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.

Primary 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

Knowledge, Skills & Abilities

• 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
• Demonstrates the organization's core values, exuding behavior that is aligned with the firm's culture

Education & Experience

• Experience in call centers, sales, customer service, or data entry
• Follow established guidelines to focus on details and complete tasks attentively and thoroughly
• Demonstrated interest in enhancing knowledge; seeks opportunities to learn and grow
• Complete tasks attentively and thoroughly with attention to detail
• Utilize established procedures to guide decision-making