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.

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.

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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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. If Recruiters nevertheless submit one or more unsolicited resumes to any employee at PulteGroup, Inc. or its affiliates without a valid written agreement in place for this position, it will be deemed the sole property of PulteGroup, Inc. and its affiliates. No fee will be owing or paid to Recruiters who submit unsolicited candidates, in the event the candidate is hired by PulteGroup, Inc. or its affiliates as a result of the referral, without a written agreement between PulteGroup, Inc. and through any means other than via our Applicant Tracking System.

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.

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