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.

POSITION SUMMARY:

Support sales teams with processing insurance applications and policies, handling lender calls for policy requests and basic customer calls in a high volume fast paced call center.

PRIMARY RESPONSIBILITIES:

• Answer inbound call from lenders ordering quotes and policies
• Provide support to the sales team by answering inbound customer calls as needed, responding to basic policy inquiries, and forwarding to appropriate sales staff as needed
• 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

EDUCATION AND EXPERIENCE REQUIREMENTS:

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• Certification(s): None required; None preferred
• License(s): None required; None preferred

KNOWLEDGE, SKILLS, AND ABILITIES REQUIRED:

• 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
• 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

TECHNICAL, COMPUTER, AND SYSTEM-SPECIFIC SKILLS REQUIRED:

• Proficiency in Microsoft Office Suite (Word, Excel, PowerPoint, Outlook)
• Ability to learn any other appropriate program or software system used by the firm as necessary

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IMPORTANT NOTICE: This position description is intended to describe the level of work required of the person performing in the role and is not a contract. The essential responsibilities are outlined; other duties may be assigned as needs arise or as required to support the organization. All requirements may be subject to reasonable accommodation to applicants and colleagues who need them for medical or religious reasons.