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.

Position Overview:

We are seeking a detail-oriented and proactive Sales Assistant to support our sales team with policy binding, endorsements, and post-bind servicing. This role is critical to ensuring policies are issued accurately and on time, supporting a smooth home closing process for our customers and lending partners.

The ideal candidate thrives in a fast-paced environment, is highly organized, and understands the importance of precision and follow-through in insurance operations.

Primary Responsibilities:

• Bind insurance policies that have been confirmed for issuance by sales agents

• Review files for accuracy prior to binding to ensure compliance with carrier guidelines

• Process endorsements and post-bind changes on existing policies

• Complete all backend administrative work required for policy issuance

• Ensure Evidence of Insurance (EOI) and required documentation are delivered promptly to customers and lenders

• Coordinate with sales agents, underwriting, lenders, and title companies to resolve discrepancies

• Monitor pending files to ensure deadlines are met for home closings

• Maintain accurate and thorough documentation within agency systems

Qualifications:

• No prior insurance experience required — we are willing to train the right candidate

• Strong attention to detail and organizational skills

• Ability to manage multiple files and deadlines simultaneously

• Clear and professional written and verbal communication skills

• Comfortable using computers and learning new systems

• Ability to work independently while collaborating with a team

• Enthusiasm, reliability, and a willingness to learn

What We’re Looking For:

• Someone who takes ownership of their work

• A problem-solver who anticipates next steps

• A team player who understands their role is essential to the customer experience

• A candidate who values accuracy, efficiency, and follow-through

• A motivated individual who is eager to grow and develop within the company

This position plays a key role in ensuring our customers experience a seamless and stress-free closing process. If you are dependable, detail-driven, and ready to learn in a fast-paced environment, we would love to hear from you.

#LI-JW2

#LI-HYBRID

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.

Job Tags

Similar Jobs