Insurance Sales Agent; Pulte Insurance Agency Job Coppell area,Texas USA,Insurance

Position: Insurance Sales Agent (Pulte Insurance Agency)

This position is hybrid, requiring 1 day per week in office in Coppell, TX. Initially it will be 100% in office Monday - Friday while training and onboarding.

Job Summary

This role focuses on managing non renewals, proactively remarketing policies experiencing significant premium increases, and driving cross-sell opportunities, particularly for auto insurance. The ideal candidate will deliver exceptional service while ensuring client retention and growth.

Primary Job 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.

Document all activity in online client file to ensure quality and responsiveness.

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.

Provide prompt, efficient, high-quality service to all customers.

Resolve product or service problems by clarifying the customer's complaint and recommending the best solution to solve the problem.

Provide suggestions about other products and services based on client needs.

Required Education/Experience

None required; 2 years in a client contact center preferred.

Required Licensing, Registration and/or Certifications

Property and Casualty Insurance license required.

Required Skills/Knowledge

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.

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