Insurance Sales Assistant (Pulte Insurance Agency)
About The Position
Protecting what matters most to our customers with integrity and care. At Pulte Insurance Agency, we protect what matters most—our customers and our people. As an independent agency within the PulteGroup family, we offer personalized insurance solutions with integrity and heart. Our 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, this is where your career can truly take off. Apply now and discover a career where your contributions are valued, your growth is supported, and your work makes a lasting impact. This is a hybrid position located in Coppell, TX. Job Profile Summary 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
Benefits
- This position is also eligible for annual bonus based on the 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
Number of Employees
101-250 employees
