Regional Account Manager- Westwood Insurance Agency
Core
Managing relationships with home builders, lenders, title companies, and mortgage-affiliated partners to provide homeowners insurance and coordinate cross-functionally.
Role type
Regional Account Manager (Homebuilding & Mortgage)
Builds
Homeowners insurance coverage for homebuilders and mortgage clients
Domain
Insurance / Real Estate / Mortgage
Deliverable
client delivery
Required skills
Property & Casualty insurance knowledge, regulatory compliance (CFPB, RESPA), client relationship management, training delivery, marketing material distribution, data record maintenance, travel management
Preferred skills
P&C Agent's license, multi-state insurance knowledge, solicitation regulations expertise
Technologies
Windows-based programs
Responsibilities
Provide ongoing training to builder/lender divisions, manage client portfolio as primary point of contact, assist in managing marketing materials, maintain accurate client records, respond to client inquiries, visit clients in designated territory, create monthly touch-points, educate clients on insurance industry
Seniority
Mid-level, hands-on IC