Insurance Sales Assistant (Pulte Insurance Agency)

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.

Apply now and discover a career where your contributions are valued, your growth is supported, and your work makes a lasting impact.

This is a hybrid position located in Coppell, TX.

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.

• →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

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

• 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

• Property and Casualty Insurance license preferred

• 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.

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