Hybrid Insurance Sales Assistant — Growth Path

PulteGroup Inc.; Coppell (TX); Hybrid; USD 28,000 - 34,000; Full time

Benefits offered by this job

Paid holidays

Sick leave

401(k) plan

Medical, dental, and vision insurance

Job summary

PulteGroup, Inc.'s Pulte Insurance Agency in Coppell, TX is seeking an Insurance Sales Assistant to support licensed sales and customer service staff in handling insurance transactions and routine tasks in a high-volume environment.

This hybrid role emphasizes data entry, document review, timely policy issuance, and accurate record-keeping, with opportunities to grow toward licensed positions.

Qualifications

• High school diploma or equivalent required.
• 1 year of customer service or administrative experience preferred.
• Experience in an insurance setting or agency environment a plus.

Responsibilities

• Support licensed insurance sales and customer service staff with high-volume routine tasks.
• Process and route inbound requests to the appropriate team.
• Assist with policy issuance, follow ups, and documentation review and support.
• Update and maintain accurate customer, policy, and transaction records.

Skills

Microsoft Office Suite

Agency Management System

Verbal and written communication

Attention to detail

Problem solving

Time management

Education

High school diploma or equivalent

Tools

Microsoft Word

Excel

PowerPoint

Outlook

Job description

PulteGroup, Inc.'s Pulte Insurance Agency in Coppell, TX is seeking an Insurance Sales Assistant to support licensed sales and customer service staff in handling insurance transactions and routine tasks in a high-volume environment.

This hybrid role emphasizes data entry, document review, timely policy issuance, and accurate record-keeping, with opportunities to grow toward licensed positions.