Title: Licensed Associate Sales Agent- Westwood Insurance Agency Location: Plano, Texas, US 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. Job Description Summary Assist potential customers with their personal insurance needs via telephone and email by explaining policy and coverage options and benefits using a consultative sales approach in a fast paced and high-volume call center. Principal Responsibilities:  - Quote and sell various insurance policies to potential customers via telephone and email with multiple carriers and meet sales targets  - Use company sales system to manage leads, tasks and quoting within expected time frames  - Evaluate risk to accurately quote and recommend insurance carrier and coverage based on underwriting guidelines and customer needs while meeting quality goals - Build and maintain relationship with provided lead sources which may be internal or external  - Organize and prioritize workload to meet team and company   Education, Experience, Skills and Abilities Requirements:  - High School Diploma/GED  - Active Property & Casualty Insurance License  - Sales Experience  - 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 Why work at Westwood Insurance Agency? - Warm leads and inbound calls - Hybrid work schedule - 2 days in office after training - Monthly commission structure - Monthly contests with fun prizes from our very own Swag Store - Team events such as bowling, softball games, holiday parties - Our offices are close to food, shopping, and yes, coffee  #LI-JW2 #LI-HYBRID Click here for some insight into our culture!

• Find innovative ways to respond to varying questions, issues, and concerns. • Inbound and outbound calls with prospective and existing customers. • Provide exceptional customer service during all interactions. • Completing sales with customers. • Answering and addressing customer questions/concerns. • Gathering data from customers to understand their needs. • Generating quotes. • Educating customers on coverage and costs. • Upsell when available.

• Reduce outstanding accounts receivable by managing claims inventory • Speak to patients and insurance companies in a professional manner regarding their outstanding balances • Gather information from patients, clients/family members, client clinical areas, government agencies, employers, third party payors and/or medical payment programs, etc. both in-person and by telephone to register patients, gather or update information, obtain referrals and pre-authorizations, complete appropriate forms, conduct evaluations, determine benefits and eligibility (insurance, public programs, etc.), determine financial responsibility and/or to identify sources of payment for services • Request, input, verify, and modify patient’s demographic, primary care provider, and payor information • Provide excellent customer service and timely response to questions and issues related to benefits, billing, claims, payments, etc. • Answer questions by phone and provide quotes for services; identify financial resources, etc. in accordance with the client policies and procedures • Utilize various databases and specialized computer software for revenue cycle activities including eligibility verifications, pre-authorizations, medical necessity, review/updating of patient accounts, etc. • Explain charges, answer questions, and communicate a variety of requirements, policies, and procedures regarding patient financial care services and resources to patients, staff, payors, and agencies • Work with Claims and Collections in order to assist patients and their families with billing and payment activities

• Work remotely with individuals and families to help identify life insurance and annuity solutions that fit their needs. • Educate clients on financial protection options in a clear, ethical, and professional way. • Build and manage your own pipeline through referrals, marketing, networking, and follow-up. • Attend virtual training, mentorship, and team development sessions. • Grow a personal book of business while building long-term client relationships.