What are the responsibilities and job description for the National Sales Representative - Westwood Insurance Agency position at Baldwin Group Colleague, Inc.?
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.
Job Description Summary
Assist potential customers with their personal insurance needs via telephone and email by explaining policy and coverage options and benefits using a consultative sales approach in a fast paced and high-volume call center.
Principal Responsibilities:
- Quote and sell various insurance policies to potential customers via telephone and email with multiple carriers and meet sales targets
- Use company sales system to manage leads, tasks and quoting within expected time frames
- Evaluate risk to accurately quote and recommend insurance carrier and coverage based on underwriting guidelines and customer needs while meeting quality goals
- Build and maintain relationship with provided lead sources which may be internal or external
- Organize and prioritize workload to meet team and company
Education, Experience, Skills and Abilities Requirements:
- High School Diploma/GED
- Active Property & Casualty Insurance License
- Sales Experience
- 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
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