Customer Service Representative – Pulte Insurance Agency
| Company | PulteGroup |
|---|---|
| Location | Coppell, TX, USA |
| Salary | $Not Provided – $Not Provided |
| Type | Full-Time |
| Degrees | |
| Experience Level | Junior |
Requirements
- Minimum High School diploma or equivalent
- Minimum 1 – 2 years in a client contact center or previous customer experience preferred
- Property and Casualty Insurance license preferred
- Ability to effectively multitask and prioritize workloads, ensuring timely completion of tasks while meeting deadlines
- 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)
- Exceptional verbal and written communication skills
- Problem Solving Skills
- Ability to learn insurance products and grow in product knowledge
- Ability to apply knowledge and experience to explain products and/or policy to members in clear and relatable terms
Responsibilities
- Maintain a concern for timeliness and completeness when interacting with clients or insurance company partners to create a positive experience.
- Open, cancel and update customer policy information based on requests received.
- Document all activity in on-line client file to ensure quality and responsiveness.
- 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, and telemarketing efforts.
- 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.
- Personally, provides prompt, efficient, high-quality service to all customers.
- Resolve product or service problems by clarifying the customer’s complaint and offering recommendations.
- Provides suggestions about other products and services based on client needs.
- Other duties as assigned.
Preferred Qualifications
- Experience using an Agency Management System preferred
- Sales skills preferred but not required