Insurance Sales Agent (Pulte Insurance Agency)
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Job Description
This position will be hybrid requiring 1 day per month in office, and located in Coppell, TX.
JOB SUMMARY
As a key member of Pulte Insurance Agency, the Insurance Sales Agent is responsible for placing coverage tailored to the unique needs of builder clients and their homebuyers. This role involves evaluating risk, recommending appropriate insurance products, and maintaining strong relationships with builder partners and their customers. The agent will contribute to the agency’s growth by delivering exceptional service and leveraging captive advantages to streamline the insurance process.
PRIMARY 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.
SCOPE: (decision making, size of organization, budgetary etc.)
Decision Impact: Individual
Department Responsibility: None
Budgetary Responsibility: No
Direct Reports: No
Indirect Reports: No
Physical Requirements: May occasionally lift and/or move up to 25 pounds.
REQUIRED EDUCATION/EXPERIENCE
High School diploma or equivalent required
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
#LI-KC1
#LI-hybrid
PulteGroup, Inc. and its affiliates do not accept unsolicited resumes from individual recruiters or third party recruiting agencies (collectively, “Recruiters”) in response to job postings. If Recruiters nevertheless submit one or more unsolicited resumes to any employee at PulteGroup, Inc. or its affiliates without a valid written agreement in place for this position, it will be deemed the sole property of PulteGroup, Inc. and its affiliates. No fee will be owing or paid to Recruiters who submit unsolicited candidates, in the event the candidate is hired by PulteGroup, Inc. or its affiliates as a result of the referral, without a written agreement between PulteGroup, Inc. and through any means other than via our Applicant Tracking System.