Junior Insurance Sales Agent
Hybrid work arrangement - 1x per week in office
This position is located in Coppell, TX
JOB SUMMARY
Assist in accurately placing insurance coverage based on a wide range of products, while constantly maintaining and improving sales processes and evaluating risk exposure to align with department objectives and meet company standards.
PRIMARY RESPONSIBILITIES
- Assist Sales Agents with soliciting and selling of homeowner's, dwelling, fire, earthquake, flood, condo, renters, windstorm and umbrella policies to new mortgage loan borrowers, builder clients, existing portfolio accounts and referral customers, via direct mail, telephone, fax, and telemarketing efforts.
- Contact customers and finalize transactions.
- Work closely with Sales Agents with evaluating property risk to accurately quote and recommend insurance coverage based on property location, company underwriting guidelines, previous loss experience and credit scores
- Improve sales processes by analyzing current workflows, identifying and resolving issues within area of responsibility and recommending improvements to streamline procedures, capitalize on best practices and enhance the business
- Identify opportunities for increased business by effectively presenting sales information, analyzing and communicating results, building and maintaining internal and external relationships and providing information and tools that support the achievement of new business
- Organize and prioritize work process based on order of importance to meet department requirements and performance expectations
- Ensure a positive customer experience. Be familiar with all aspects of Call Quality Standards: Customer Care, Insurance Knowledge and Service
- Establish and maintain relationships with lead sources and settlement service providers
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SCOPE
(decision making, size of organization, budgetary etc.)
- Decision Impact: Individual
- Department Responsibility: None
- Budgetary Responsibility: No
- Direct Reports: No
- Indirect Reports: No
- Physical Requirements: May occasionally lift and/or move up to 25 pounds.
EDUCATION
(degree, licenses, certifications, etc.):
- Minimum High School diploma or equivalent
- Property & Casualty Agent License preferred
EXPERIENCE
(work related, tools/equipment, software, etc.):
- Related Functional Experience: Prefer 1 year experience in Homeowners Insurance
- Prefer sales experience; homeowners insurance experience; property and casualty insurance experience; increasing levels of responsibility
- Customer service focused, and friendly personality
- Excellent verbal & written communication skills
- Good computer skills experienced with Windows based programs
- Attention to detail and the ability to priorities work assignments
- Self-motivated and able to take action with minimal direction
This position is also eligible for an annual bonus based on successful completion of defined performance objectives
#LI-JT1
#Hybrid
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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