Licensed Insurance Customer Service Agent (Pulte Insurance Agency)

Job Profile Summary

The Customer Service Representative plays a pivotal role in servicing our established customer base by efficiently managing incoming service requests and creating cross-selling opportunities. Additionally, they provide support to new home sales agents during periods of high volume or when additional coverage is needed.

Primary Job 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.
• Aid 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.
• Provide prompt, efficient, high-quality service to all customers.
• Resolve product or service problems by clarifying the customer's complaint and offering recommendations.
• Provide suggestions about other products and services based on client needs.

Scope & Decision Impact

• Individual
• Department
• Responsibility: None
• Budgetary Responsibility: No
• Direct Reports: No
• Indirect Reports: No

Physical Requirements

Not applicable

Required Education/Experience

• Minimum High School diploma or equivalent
• Minimum 2 years of insurance customer service experience

Required Licensing, Registration And/or Certifications

• Property and Casualty Insurance license required

Required Skills/Knowledge

• 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)
• Experience using an Agency Management System preferred
• Exceptional verbal and written communication skills
• Problem Solving Skills
• Sales skills preferred but not required
• 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

Pay Range

• $22.21/hr to $27.26/hr depending upon experience

Benefits

• This position is also eligible for monthly incentives based on the successful completion of defined performance objectives

Company Information

• 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.
• 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.