Regional Account Manager- 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:                                 

The Regional Account Manager for homebuilding and mortgage-affiliated clients is responsible for managing relationships with home builders, lenders, title companies, and other mortgage-affiliated partners. This role serves as the primary point of contact for assigned accounts, ensuring client satisfaction and coordinating cross-functionally to resolve issues and maintain compliance with CFPB, RESPA and mortgage industry regulations. The ideal candidate balances relationship-building skills with an understanding of mortgage industry dynamics, compliance requirements, and account performance analytics.

Duties and Responsibilities:

• Provide ongoing training in all builder/lender divisions within his/her territory; promote WIAs services and benefits to our clients and their customers.
• Manage a portfolio of homebuilding and mortgage-affiliated clients, serving as the primary point of contact for service needs, inquiries, and ongoing relationship management.
• Assist in the management of marketing materials and promotional items. Print and mail marketing materials to our clients.
• Maintain accurate client records within agency management systems, ensuring data integrity and compliance with regulatory standards
• Respond to client inquiries in a timely and professional manner, resolving issues or escalating complex matters as needed.
• Attend all scheduled meetings.
• Visit all clients in designated or targeted territory based on road map requirement with emphasis on targeted areas.
• Create and distribute monthly touch-points for all clients.
• Educate clients on the insurance industry and how it pertains to our insurance carriers and current capacity.

Job Requirements:

• Two to three years experience in Insurance Sales, Marketing or an equivalent combination of education and/or experience with a current Property & Casualty Agent’s license (or ability to obtain one).
• Knowledge of Property & Casualty insurance products for multiple states and carriers
• Experience with Department of Insurance state specific solicitation and selling regulations
• Outgoing, customer service focused, friendly personality and professional demeanor
• Excellent verbal, written and presentation skills
• Good computer skills experience with Windows based programs.
• Attention to detail, the ability to prioritize work assignments and a “get the job done” attitude
• Dependable, self-motivated and able to take action with minimal direction

Physical Demands:

While performing the duties of this job, the employee is regularly required to stand, walk, sit, talk, read, listen and hear. Specific vision abilities required by this job include close vision, distance vision, color vision, peripheral vision, depth perception and ability to adjust focus. The employee may occasionally lift and/or move up to 25 pounds.

The physical demands described here are representative of those that must be met by an employee to successfully perform the essential functions of this job.  Reasonable accommodations may be made to enable individuals with disabilities to perform the essential functions. 

Frequent travel is a requirement of this position (50% or more of their time).

Working Conditions:

Work involves operation of personal computer equipment for six to eight hours daily.  Travel to various locations is a requirement of this position.

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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.