Pultegroup
Insurance Sales Assistant (Pulte Insurance Agency)
Coppell, TX · Contract
Sponsorship not specified$20k-$25kDetected 12 days ago
Outbound SalesExcelRecruitingCustomer SupportCommunicationCollaborationProblem SolvingMicrosoft OfficeProperty & Casualty
About the role
- Our team thrives on doing the right thing, working together, and creating a culture where everyone belongs.
- 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.
Responsibilities
- Support licensed insurance sales and customer service staff by completing high-volume, routine, and administrative tasks.
- 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
- 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
- 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
Requirements
- Minimum High School diploma or equivalent required
- 1-2 years of experience in an insurance agency, financial services, call center, or similar fast‑paced, customer-facing environment
- 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)
Compensation
- Pay Range - $20-$25 hourly depending upon experience.
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