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Customer Service Representative - Westwood Insurance Agency

Baldwin Group ColleaguePlano, Texas

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Job Description

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.

At Westwood, we don’t just offer insurance—we offer peace of mind for our clients, and we need YOU to help us deliver exceptional service with professionalism and a personal touch. Ready to be part of a team that values professional growth, great company culture, and outstanding customer care? Apply today and take the next step in your career!

What You’ll Be Doing:

  • Connect & Assist: Answer inbound calls promptly, research inquiries, and deliver accurate responses to coverage, billing, and policy-related questions.

  • Problem-Solve & Recommend: Rewrite or create new policies tailored to the unique insurance needs of each client by recommending the best coverage options and products.

  • Grow Professionally: Keep yourself sharp and up-to-date! Career path internally to other opportunities within.

  • Learn & Excel: Take initiative to master additional processes and client-specific procedures to confidently handle secondary areas and provide comprehensive answers to inquiries.

  • Support & Collaborate: Gain knowledge of department policies and processes to ensure seamless teamwork and client care.

What You Bring to the Table:

  • Education: High School Diploma or GED

  • Experience: At least 1 year of relevant experience

  • Licenses/Certifications:Active Property & Casualty insurance license required

Why You’ll Love Working With Us:We don’t just work hard—we know how to have fun while we’re at it! Here’s what makes Westwood the perfect place to grow your career:

  • Hybrid Schedule: Enjoy a blend of work-from-home flexibility with just 2 days a week in our welcoming Plano office.

  • Modern Workspace: Open-concept office designed for collaboration and efficiency.

  • Team Bonding: Get ready for fun team events like bowling nights, softball games, and holiday parties!

  • Prime Location: 2400 Dallas Pkwy, Plano, TX —close to amazing food, fantastic shopping, and, of course, all the coffee you could need.

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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.

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