Customer Service Representative - Westwood Insurance Agency at Foundation Risk Partners

Woodland Hills, California, United States

Foundation Risk Partners Logo
Not SpecifiedCompensation
Junior (1 to 2 years)Experience Level
Full TimeJob Type
UnknownVisa
InsuranceIndustries

Requirements

  • High School Diploma/GED
  • 1 year relevant experience
  • Property & Casualty insurance license

Responsibilities

  • Provide timely, accurate customer service by answering inbound calls
  • Research inquiries and respond to coverage, billing, and policy-related questions
  • Rewrite or generate new policies by recommending available coverages and products to meet client’s insurance needs
  • Continue professional growth by completing various corporate product training courses throughout tenure with Westwood
  • Build customer service knowledge by taking personal initiative for learning additional processes and client-specific procedures to support customers in secondary areas and provide comprehensive, well-informed responses to inquiries
  • Gain knowledge of department processes and procedures

Skills

Key technologies and capabilities for this role

Property & Casualty LicenseCustomer ServiceInbound CallsInsurance PoliciesBilling InquiriesCoverage ResearchPolicy RewritesProduct Recommendations

Questions & Answers

Common questions about this position

What is the salary for the Customer Service Representative position?

The salary is $23.00 per hour.

Is this a remote or hybrid role?

This is a hybrid position.

What are the key requirements for this job?

Candidates need a High School Diploma/GED, 1 year of relevant experience, and a Property & Casualty insurance license.

How should I apply for this position?

Apply directly on the career site, as unsolicited resumes from other sources will not be considered.

What opportunities are there for professional growth?

Employees are expected to continue professional growth by completing corporate product training courses and taking personal initiative to learn additional processes.

Foundation Risk Partners

Insurance brokerage and consulting services

About Foundation Risk Partners

Foundation Risk Partners operates as an insurance brokerage and consulting firm, focusing on providing tailored insurance solutions and expert advice to clients across the United States. The company grows by acquiring other firms and expanding its services organically, ensuring a diverse mix of industry knowledge and specialized services. Their approach combines expertise in various sectors with a commitment to cultural alignment and shared values. Unlike many competitors, Foundation Risk Partners emphasizes a collaborative relationship with clients, aiming to achieve exceptional outcomes and drive success for their partners.

Daytona Beach, FloridaHeadquarters
2017Year Founded
$2MTotal Funding
DEBTCompany Stage
Consulting, Financial ServicesIndustries
201-500Employees

Benefits

Health Insurance
Dental Insurance
Vision Insurance
Life Insurance
Disability Insurance
401(k) Retirement Plan
401(k) Company Match
Unlimited Paid Time Off
Paid Holidays
Paid Vacation

Risks

Over-reliance on AI could cause disruptions if technical issues arise.
Expansion into new regions may pose compliance and operational challenges.
Leadership changes might lead to strategic shifts affecting company stability.

Differentiation

Foundation Risk Partners leverages AI to enhance risk analysis accuracy and speed.
The company focuses on a strategic mix of industry expertise and cultural fit.
Foundation Risk Partners is rapidly expanding through acquisitions and organic growth.

Upsides

AI solutions have decreased cycle times by up to 90% for certain activities.
Prospect conversion rates have increased by up to 50% due to AI adoption.
Expansion into Baldwin, New York, offers new market opportunities.

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