Insurance Sales Assistant (Pulte Insurance Agency)
About The Position
The Insurance Sales Assistant is a high-volume support role at Pulte Insurance Agency, an independent agency within the PulteGroup family. The position supports licensed insurance sales and customer service professionals handling insurance transactions for PulteGroup homebuyers. It covers administrative, coordination, and routine tasks so licensed staff can focus on consultative selling, coverage placement, and revenue-generating activities. The role provides foundational exposure to insurance operations and customer interactions and may be a development pathway into licensed insurance sales or customer service positions. This is a hybrid position located in Coppell, Texas.
Requirements
- High school diploma or equivalent.
- At least 1 year of experience in a customer service, administrative, or client support role.
- Ability to effectively manage and prioritize workloads, complete tasks on time, and meet deadlines.
- Strong attention to detail and ability to complete repetitive tasks accurately.
- Interpersonal communication and collaboration skills for working in a team, sharing knowledge, and managing workflows efficiently.
- Proficiency in Microsoft Office Suite, including Word, Excel, PowerPoint, and Outlook.
- Exceptional verbal and written communication skills.
- Problem-solving skills.
- Ability to learn insurance products, terminology, and workflows and apply that knowledge in customer interactions.
Nice To Haves
- Property and Casualty Insurance license.
- 1–2 years of experience in an insurance agency, financial services, call center, or similar fast-paced, customer-facing environment.
- Experience supporting licensed sales or service professionals.
- Familiarity with data entry, workflow queues, and documentation review in a regulated environment.
- Experience using an Agency Management System.
Responsibilities
- Support licensed insurance sales and customer service staff by completing high-volume, routine, and administrative tasks.
- Process and route inbound requests, including emails, system tasks, and internal requests, to the appropriate team or queue.
- Assist with policy issuance, follow-ups, and documentation review and support.
- Update and maintain accurate customer, policy, and transaction records within the agency management system.
- Provide additional administrative and task-based support during peak sales periods to ensure timely policy issuance and customer responsiveness.
- Complete data entry, checklist items, and routine workflow tasks accurately and on time.
- Perform outbound follow-ups with customers and internal partners for non-sales activities such as status updates, document requests, and confirmations.
- Perform other task-based and administrative duties as assigned.
Benefits
- Up to 9 paid company holidays per year.
- Up to 6 days of sick pay.
- Eligible employees with less than 10 years of service can accrue up to 17 PTO days per year; employees with 10 or more years of service can accrue up to 22 PTO days per year.
- Eligibility to participate in the Company’s 401(k) Plan.
- Medical, dental, and vision insurance coverage for employees and eligible dependents.
- Company-paid disability and basic life insurance.
- Parental leave.
- Voluntary insurance coverage options, including critical illness, accident, and hospital indemnity.
- Employee Assistance Program.
- Tuition reimbursement, as applicable.
- Possible state-required benefits such as paid family and medical leave insurance and/or paid sick time, as applicable.
- Annual bonus based on successful completion of defined performance objectives.
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What This Job Offers
Job Type
Full-time
Career Level
Entry Level
Education Level
High school or GED
