Insurance Sales Agent

Insurance Sales Agent

Position is located in Plano, TX

JOB SUMMARY

Primarily responsible for accurately placing coverage based on a wide range of products designed to fit individual clients' risk exposure.

PRIMARY RESPONSIBILITIES

  • Solicit and sell homeowner's, dwelling, fire, earthquake, flood,condo, renters, wind storm and umbrella policies to new mortgage loan borrowers, builder clients, existing portfolio accounts and referral customers; via direct mail, telephone, fax, and telemarketing efforts.
  • Evaluate property risk to accurately quote and recommend insurance coverage based on property location, company underwriting guidelines, previous loss experience and credit scores
  • Probe customer coverage needs and upgrade/cross-sell additional products as appropriate
  • 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
  • Return voice mails by end of business day, maintain voice mail logs daily
  • Identify target source leads for outbound call follow-up through the use of various builder and lender inventory, closing, and title reports
  • Establish and maintain relationships with lead sources and settlement service providers

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.

REQUIRED EDUCATION

(degree, licenses, certifications, etc.):

  • Minimum High School diploma or equivalent
  • Property & Casualty Agent License preferred

REQUIRED EXPERIENCE

(work related, tools/equipment, software, etc.):

  • Related Functional Experience: Minimum 2 years experience in Homeowners Insurance
  • Knowledge of Property & Casualty insurance products for multiple states and carriers
  • Experience with Department of Insurance state specific solicitation and selling regulations
  • Outgoing, 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
  • Dependable, self-motivated and able to take action with minimal direction

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.


Meet Some of Pulte Mortgage's Employees

Maria R.

Quality Assurance Analyst

With an ear for detail, Maria listens to customer service calls with borrowers, analyzes feedback surveys, and works with internal teams to find new ways to improve the customer experience.

Portia H.

Compliance Specialist

Portia and the Compliance Team work to facilitate Pulte’s regulatory examinations, in addition to creating and maintaining consumer disclosure forms in accordance with state and federal guidelines.


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