Insurance Sales Agent (Pulte Insurance Agency) at PulteGroup

Coppell, Texas, United States

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Not SpecifiedCompensation

Junior (1 to 2 years), Mid-level (3 to 4 years)Experience Level

Full TimeJob Type

UnknownVisa

Insurance, HomebuildingIndustries

Requirements

High School diploma or equivalent
Active Property & Casualty Insurance License
Minimum 2 years of experience in homeowners insurance, preferably in a captive or builder-affiliated agency
Strong knowledge of multi-state Property & Casualty insurance products and underwriting guidelines
Familiarity with Department of Insurance regulations and builder sales processes
Excellent communication and customer service skills
Proficiency with Windows-based software and CRM systems
Strong attention to detail and ability to manage multiple priorities
Self-starter with the ability to work independently and collaboratively

Responsibilities

Sell and service property and casualty insurance products including homeowners, auto, dwelling fire, flood, earthquake, windstorm, and umbrella policies, primarily to new homebuyers and builder-related clients
Evaluate property risk and recommend coverage based on builder specifications, underwriting guidelines, and geographic risk factors
Identify opportunities to cross-sell and upsell additional insurance products to meet client needs and enhance policy value
Collaborate closely with lender and settlement service providers to ensure seamless insurance placement during the home closing process
Maintain a high level of customer service aligned with agency standards and builder expectations
Respond to client inquiries and voicemails promptly, ensuring all communications are logged and followed up
Utilize builder inventory, closing schedules, and title reports to identify and follow up on insurance opportunities

Skills

Key technologies and capabilities for this role

Insurance SalesProperty & Casualty InsuranceRisk EvaluationUnderwritingCross-SellingUpsellingCustomer ServiceRelationship Management

Questions & Answers

Common questions about this position

What is the work arrangement for this position?

This position is hybrid, requiring 1 day per month in office, and is located in Coppell, TX.

What qualifications are required for the Insurance Sales Agent role?

Candidates need a High School diploma or equivalent, an active Property & Casualty Insurance License, minimum 2 years of experience in homeowners insurance (preferably in a captive or builder-affiliated agency), strong knowledge of multi-state Property & Casualty products and underwriting, and excellent communication and customer service skills.

What is the company culture like at Pulte Insurance Agency?

The team thrives on doing the right thing, working together, and creating a culture where everyone belongs, with opportunities for growth, community involvement, and recognition from Fortune and Great Place to Work.

What salary or compensation is offered for this role?

This information is not specified in the job description.

What makes a strong candidate for this Insurance Sales Agent position?

A strong candidate will have experience in a captive or builder-affiliated agency, familiarity with Department of Insurance regulations and builder sales processes, proficiency with Windows-based software, and the ability to evaluate risks and cross-sell products while maintaining excellent customer service.