Licensed Insurance Customer Service Agent (Pulte Insurance Agency)

PulteGroup•Coppell, TX

1d•$22 - $27•Hybrid

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 Customer Service Representative plays a pivotal role in servicing our established customer base by efficiently managing incoming service requests and creating cross-selling opportunities. Additionally, they provide support to new home sales agents during periods of high volume or when additional coverage is needed. This position entails proficiently managing various communication channels, including phone calls, emails, and website inquiries, to ensure prompt and effective resolution of customer inquiries and concerns.

Requirements

Minimum High School diploma or equivalent
Minimum 2 years of i nsurance customer service experience
Property and Casualty Insurance license required
Ability to effectively multitask and prioritize workloads, ensuring timely completion of tasks while meeting deadlines
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 and grow in product knowledge
Ability to apply knowledge and experience to explain products and/or policy to members in clear and relatable terms

Nice To Haves

Experience using an Agency Management System preferred
Sales skills preferred but not required

Responsibilities

Maintain a concern for timeliness and completeness when interacting with clients or insurance company partners to create a positive experience.
Open, cancel and update customer policy information based on requests received.
Document all activity in on-line client file to ensure quality and responsiveness.
Assist Sales Agents with soliciting and selling of homeowner’s, dwelling, fire, earthquake, flood, condo, renters, windstorm and umbrella policies to new mortgage loan borrowers, builder clients, existing portfolio accounts and referral customers; via direct mail, telephone, and telemarketing efforts.
Identify opportunities for increased business by effectively presenting sales information, analyzing and communicating results, building and maintaining internal and external relationships and providing information and tools that support the achievement of new business.
Personally, provides prompt, efficient, high-quality service to all customers.
Resolve product or service problems by clarifying the customer's complaint and offering recommendations.
Provides suggestions about other products and services based on client needs.
Other duties as assigned.

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