Insurance Sales Agent – Pulte Insurance Agency
| Company | PulteGroup |
|---|---|
| Location | Coppell, TX, USA |
| Salary | $Not Provided – $Not Provided |
| Type | Full-Time |
| Degrees | |
| Experience Level | Junior |
Requirements
- Property and Casualty Insurance license required.
- The ability to learn insurance products and grow in product knowledge.
- The ability to apply knowledge and experience to explain products and/or policy to members in clear and relatable terms.
- Capable of multi-tasking and prioritizing workloads while adhering to deadlines.
- The ability to interact and communicate effectively in a team environment to share knowledge and manage workflows.
- Proficiency in Microsoft Office Suite (Word, Excel, PowerPoint, Outlook)
- Experience using an Agency Management System preferred.
Responsibilities
- Manage and remarket nonrenewed policies to secure alternative coverage options for clients.
- Proactively monitor upcoming renewals and identify policies with high premium increases.
- Contact customers to discuss increases and present competitive options to retain business.
- Identify opportunities to cross-sell auto insurance to new and existing policyholders.
- Educate clients on bundled insurance benefits to enhance coverage and maximize savings.
- Documents all activity in on-line client file to ensure quality and responsiveness.
- Maintains a concern for timeliness and completeness when interacting with clients or insurance company partners to create a positive experience.
- Open, cancels and updates customer policy information based on requests received.
- Provides prompt, efficient, high-quality service to all customers.
- Resolves product or service problems by clarifying the customer’s complaint and recommending the best solution to solve the problem.
- Provides suggestions about other products and services based on client needs.
Preferred Qualifications
- 2 years in a client contact center preferred.