Insurance Sales Agent (Pulte Insurance Agency) at PulteGroup

Coppell, Texas, United States

Not SpecifiedCompensation

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

Full TimeJob Type

UnknownVisa

Insurance, HomebuildingIndustries

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

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