The Baldwin Group
Customer Service Representative, Retention - Westwood
Woodland Hills, California, US
Sponsorship not specifiedDetected 6 days ago
Customer SupportUnderwritingProperty & Casualty
About the role
- Westwood is an independent insurance agency established in 1952.
- Licensed in all 50 states, we represent hundreds of insurance products offered by the country's top insurance companies.
- This role focuses primarily on preventing homeowners policy cancellations/non-renewals while identifying opportunities to round out accounts with auto, umbrella, or other personal lines coverage.
Responsibilities
- Maintain up-to-date knowledge of state-specific homeowners insurance regulations, carrier appetite changes, and market trends (e.g., admitted vs. non-admitted markets, etc.).
Requirements
- Licenses/Certifications: Property & Casualty insurance license required
- Property & Casualty insurance license required
- Must be able to commute 2 days per week to our Woodland Hills, CA office.
Compensation
- Starting Compensation - $22-23/hour
Benefits
- Contact policyholders proactively prior to renewal to review coverage, address premium increases, and prevent lapses or cancellations of homeowners policies.
- Handle inbound cancellations and non-renewals, using various techniques to resolve the underlying concern (price, coverage gaps, claims dissatisfaction, service issues, etc.).
- Analyze homeowners policy details (dwelling coverage, replacement cost, deductibles, endorsements, discounts) to identify cost-saving adjustments that maintain adequate protection.
Company info
- That's an advantage for our customers, who benefit from a wide selection of products and pricing.
- The Retention Agent is a hybrid role responsible for retaining existing homeowners insurance policyholders by proactively addressing renewal concerns, resolving pricing objections, and reinforcing policy value before and during the renewal cycle.
- Click here for some insight into our culture!
- Follow up on non-renewal or cancellation notices from carriers due to underwriting reasons (roof condition, claims history, wildfire/coastal exposure, etc.) and help customers find alternative solutions.
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