Customer Service Representative - Westwood Insurance Agency jobs in United States
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The Baldwin Group · 11 hours ago

Customer Service Representative - Westwood Insurance Agency

Westwood Insurance Agency is one of the largest personal lines agencies in the US, helping customers protect what matters most since 1952. The Customer Service Representative will provide timely and accurate customer service, handle inquiries, and assist clients with their insurance needs.

CreditEmployee BenefitsFinancial ServicesInsuranceRisk Management
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Work & Life Balance

Responsibilities

Provide timely, accurate customer service by answering inbound calls, researching inquiries and responding to coverage, billing and policy related questions
Rewrite or generate new policies by recommending available coverages and products to meet client’s insurance needs
Continued professional growth by completing various corporate product training courses throughout tenure with Westwood
Build customer service knowledge by taking personal initiative for learning additional processes and client-specific procedures to support customers in secondary areas and provide comprehensive, well-informed responses to inquiries
Gain knowledge of department processes and procedures

Qualification

Property & Casualty licenseCustomer service experienceHigh School Diploma/GEDProfessional growth initiativeInsurance products

Required

High School Diploma/GED
1 year relevant experience
Property & Casualty insurance license

Company

The Baldwin Group

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The Baldwin Group is an advisory firm that delivers insurance, risk mitigation, and wealth management solutions for businesses. It is a sub-organization of The Baldwin Group.

Funding

Current Stage
Public Company
Total Funding
$1.5B
Key Investors
Gallatin Point Capital
2025-12-10Post Ipo Debt· $600M
2025-03-26Post Ipo Debt· $110M
2024-05-08Post Ipo Debt· $600M

Leadership Team

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Jim Roche
President, The Baldwin Group and CEO, Underwriting, Capacity, & Technology Solutions
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Richard Tallo
Chief Marketing Officer at The Baldwin Group
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Company data provided by crunchbase