Insurance Sales Assistant (Pulte Insurance Agency)

PulteGroup•Coppell, TX

10d•$20 - $25•Hybrid

About The Position

The Insurance Sales Assistant is a high-volume support role that assists licensed insurance sales and customer service professionals in managing insurance transactions for PulteGroup homebuyers. This position handles administrative, coordination, and routine tasks that enable licensed staff to focus on consultative selling, coverage placement, and revenue-generating activities. This role provides foundational exposure to insurance operations and customer interactions and may serve as a development pathway into licensed insurance sales or customer service positions.

Requirements

Minimum High School diploma or equivalent required
Minimum 1 year of experience in a customer service, administrative, or client support role
Ability to effectively manage and prioritize workloads, ensuring timely completion of tasks while meeting deadlines
Strong attention to detail and ability to complete repetitive tasks accurately
Demonstrated proficiency in interpersonal communication and collaboration within a team environment, facilitating knowledge sharing and efficient workflow management
Proficiency in Microsoft Office Suite (Word, Excel, PowerPoint, 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

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
Property and Casualty Insurance license preferred
Experience using an Agency Management System preferred

Responsibilities

Support licensed insurance sales and customer service staff by completing high-volume, routine, and administrative tasks.
Process and route inbound requests (e.g. emails, system tasks, 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 with accuracy and timeliness
Perform outbound follow-ups with customers and internal partners for non-sales activities (e.g. status updates, document requests, confirmations, etc.)
Perform other task based and administrative duties as assigned