Job Description
This is a hybrid position requiring 1 day per week in office in Coppell, TX.
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. This position entails proficiently managing various communication channels, including phone calls, emails, and website inquiries, to ensure prompt and effective resolution of customer inquiries and concerns.
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.
- Assist 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.
- Personally, provides prompt, efficient, high-quality service to all customers.
- Resolve product or service problems by clarifying the customer's complaint and offering recommendations.
- Provides suggestions about other products and services based on client needs.
- Other duties as assigned.
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 1 - 2 years in a client contact center or previous customer experience preferred
Required Licensing, Registration and/or Certifications
* Property and Casualty Insurance license preferred
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
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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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Job Tags
1 day per week,