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
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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.
Skills Required
- Experience in call centers, sales, customer service, or data entry
- Strong organization and time-management skills
- Oral and written communication skills
- Problem-solving ability
- Ability to work independently
- Ability to follow established guidelines and procedures
- Strong attention to detail and thoroughness
- Ability to adapt to changing priorities
- Team-oriented approach and collaborative communication
- Interest in learning and enhancing knowledge
The Baldwin Group Compensation & Benefits Highlights
The following summarizes recurring compensation and benefits themes identified from responses generated by popular LLMs to common candidate questions about The Baldwin Group and has not been reviewed or approved by The Baldwin Group.
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Healthcare Strength — Health coverage includes flexible medical options, 24/7 telemedicine, mental health support, company‑paid life and disability, plus dental and vision. Feedback suggests these comprehensive offerings contribute meaningfully to total rewards.
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Leave & Time Off Breadth — Time‑off programs span parental leave, paid holidays, paid sick days, and flexible PTO, with some teams citing unlimited PTO. Feedback suggests flexible PTO depth is a valued element of the package.
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Equity Value & Accessibility — Equity grants are provided to all new hires. Feedback suggests broad‑based equity can enhance perceived fairness and long‑term value.
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What We Do
BRP is now The Baldwin Group! We’ve updated our name to reflect our unified group of talented teams across the country. The Baldwin Group is a cohesive group of experts in business insurance, employee benefits, retirement planning, and all areas of private and personal insurance. Since our founding in 2011, we’ve evolved from a local business into a national firm with a vast network of specializations and industry practices for the benefit of our more than two million clients across the country. In addition, we have built excellent relationships with a wide range of insurance company partners. These relationships, coupled with our entrepreneurial and family-oriented culture, and deep expertise enable us to seamlessly deliver a breadth of innovative solutions to clients. At The Baldwin Group, we help provide the solutions our clients need to have confidence and gain peace of mind as they pursue what’s possible for themselves, their families, and their businesses. Whether they are renting their first apartment or buying a larger home, opening a small business or taking their company public, we offer solutions to support them on every step of their journey. This has been our story since the beginning—we provide the indispensable expertise and quality insights that give our clients peace of mind to pursue their purpose, passion, and dreams. And that’s what The Baldwin Group will continue to do for years to come: we Protect the Possible℠.
