Insurance Sales Assistant (Pulte Insurance Agency)

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

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.

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.

Primary Job 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

Required Education/Experience

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

Preferred Experience

• 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

Required Licensing, Registration And/or Certifications

• Property and Casualty Insurance license preferred

Required Skills/Knowledge

• 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)
• Experience using an Agency Management System preferred
• Exceptional verbal and written communication skills
• Problem Solving Skills
• Ability to learn insurance products, terminology, and workflows and apply that knowledge in customer interactions

Pay Range - $20-$25 hourly depending upon experience.

This position is also eligible for annual bonus based on the successful completion of defined performance objectives.

• In addition to up to 9 paid company holidays per year, employees are eligible for up to 6 days of sick pay.
• Moreover, eligible employees with less than 10 years of service can accrue up to 17 PTO days per year (and up to 22 PTO days per year upon 10 or more years of service).
• Employees are eligible to participate in the Company’s 401(k) Plan.
• Employees (and their eligible dependents) are eligible for medical, dental, and vision insurance coverage.
• Employees are covered by company-paid disability, basic life insurance and parental leave.
• Voluntary insurance coverage options, including critical illness, accident, and hospital indemnity, are also available.
• In addition, the Company offers an Employee Assistance Program and tuition reimbursement (as applicable).
• Employees may also be eligible for state required benefits such as paid family and medical leave insurance and/or paid sick time as applicable.

PulteGroup, Inc. and its affiliates do not accept unsolicited resumes from individual recruiters or third party recruiting agencies (collectively, "Recruiters") in response to job postings. If Recruiters nevertheless submit one or more unsolicited resumes to any employee at PulteGroup, Inc. or its affiliates without a valid written agreement in place for this position, it will be deemed the sole property of PulteGroup, Inc. and its affiliates. No fee will be owing or paid to Recruiters who submit unsolicited candidates, in the event the candidate is hired by PulteGroup, Inc. or its affiliates as a result of the referral, without a written agreement between PulteGroup, Inc. and through any means other than via our Applicant Tracking System.

All offers of employment are contingent upon clear results of a comprehensive pre-hire background check including credit, criminal, education and employment.

We are an equal opportunity employer and all qualified applicants will receive consideration for employment without regard to race, color, religion, sex, sexual orientation, gender identity or expression, pregnancy, age, national origin, disability status, genetic information, protected veteran status, or any other characteristic protected by law. We will provide a reasonable accommodation to a qualified applicant with a disability that will enable the individual to have an equal opportunity to participate in the application process and to be considered for a job.

All employees must be committed to fair and nondiscriminatory lending, in conformity with the Equal Credit Opportunity and Fair Housing acts, and to compliance with all applicable laws, regulations and company policies. Employees must act responsibly in their efforts to provide financial services to Pulte customers and to provide support to Pulte's core purposes.

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