National Sales Assistant - 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.POSITION SUMMARY:Support sales teams by conducting outbound phone calls to customers in a high volume, fast paced call centerPRIMARY RESPONSIBILITIES:Conduct outbound phone calls to prospective clients, or existing customers to gather information, promote products or services, and generate an interest in our productsMaintain familiarity with all aspects of our quality standardsProvide suggestions for improvements to processes and systemsCultivate strong working relationships with agentsOrganize and prioritize workload to meet team and company objectivesEDUCATION AND EXPERIENCE REQUIREMENTS:Experience in outbound calling, call centers, sales, or customer service is a plusCertification(s): None required; None preferredLicense(s): None required; None preferredKNOWLEDGE, SKILLS, AND ABILITIES REQUIRED:Persuasive verbal communication skills and ability to build rapport with customers over the phoneStrong organization, time management, and listening skillsAbility to working independentlyReliable attendance and punctualityPositive attitude and a customer-focused approachDemonstrated interest in enhancing knowledge; seeks opportunities to learn and growComplete tasks attentively and thoroughly with attention to detailUtilize established procedures to guide decision-makingTeam orientedFlexible with changing prioritiesDemonstrates the organization's core values, exuding behavior that is aligned with the firm's cultureTECHNICAL, 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 necessarySupport sales teams by conducting outbound phone calls to customers in a high volume, fast paced call centerImportant 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 accommodations to applicants and colleagues who need them for medical or religious reasons.Click here for some insight into our culture!The Baldwin Group will not accept unsolicited resumes from any source other than directly from a candidate who applies on our career site. Any unsolicited resumes sent to The Baldwin Group, including unsolicited resumes sent via any source from an Agency, will not be considered and are not subject to any fees for any placement resulting from the receipt of an unsolicited resume.

Created: 2025-01-14