Insurance Sales Assistant (pulte Insurance Agency)

Insurance Sales Assistant

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.

Equal Opportunity Employer

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.