Hybrid Insurance Sales Support Specialist – Coppell

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

Benefits offered by this job

Annual bonus

401(k) plan

Medical, dental and vision benefits

Paid holidays

Paid sick time

Tuition reimbursement

Job summary

Pulte Insurance Agency in Coppell, TX, is seeking an Insurance Sales Assistant for a hybrid position. You will support licensed insurance sales and customer service staff with high-volume administrative tasks, document review, data entry, and workflow coordination to keep policy issuance on track.

Minimum high school diploma and 1 year in customer service or admin. Benefits include annual bonus, 401(k), health/dental/vision coverage, PTO, and tuition reimbursement.

Qualifications

• Minimum High School diploma or equivalent required.
• Minimum 1 year of customer service, administrative, or client support experience.

Responsibilities

• Support licensed insurance sales and customer service staff by completing high-volume, routine, and administrative tasks.
• Process and route inbound 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 support during peak sales periods to ensure timely policy issuance and responsiveness.
• Perform data entry, checklist items, and routine workflow tasks with accuracy and timeliness.
• Outbound follow-ups with customers and internal partners for non-sales activities.
• Perform other task-based and administrative duties as assigned.

Skills

Workload prioritization

Attention to detail

Interpersonal communication

Microsoft Office

Agency Management System

Verbal and written communication

Education

High School diploma or equivalent

Tools

Microsoft Office Suite

Agency Management System

Job description

Pulte Insurance Agency in Coppell, TX, is seeking an Insurance Sales Assistant for a hybrid position. You will support licensed insurance sales and customer service staff with high-volume administrative tasks, document review, data entry, and workflow coordination to keep policy issuance on track.

Minimum high school diploma and 1 year in customer service or admin. Benefits include annual bonus, 401(k), health/dental/vision coverage, PTO, and tuition reimbursement.