Job Description

JOB SUMMARY


This position will be hybrid requiring 1 day per month in office, and located in Coppell, TX.


Responsible for placing coverage tailored to the unique needs of builder clients and their homebuyers. This role involves evaluating risk, recommending appropriate insurance products, and maintaining strong relationships with builder partners and their customers. The agent will contribute to the agency's growth by delivering exceptional service and leveraging captive advantages to streamline the insurance process.


PRIMARY RESPONSIBILITIES

• Sell and service property and casualty insurance products including homeowners, auto, dwelling fire, flood, earthquake, windstorm, and umbrella policies, primarily to new homebuyers and builder-related clients.
• Evaluate property risk and recommend coverage based on builder specifications, underwriting guidelines, and geographic risk factors.
• Identify opportunities to cross-sell and upsell additional insurance products to meet client needs and enhance policy value.
• Collaborate closely with lender and settlement service providers to ensure seamless insurance placement during the home closing process.
• Maintain a high level of customer service aligned with agency standards and builder expectations.
• Respond to client inquiries and voicemails promptly, ensuring all communications are logged and followed up.
• Utilize builder inventory, closing schedules, and title reports to identify and follow up on insurance opportunities.

• High School diploma or equivalent required
• Active Property & Casualty Insurance License
• Minimum 2 years of experience in homeowners insurance, preferably in a captive or builder-affiliated agency
• Strong knowledge of multi-state Property & Casualty insurance products and underwriting guidelines
• Familiarity with Department of Insurance regulations and builder sales processes
• Excellent communication and customer service skills
• Proficiency with Windows-based software and CRM systems
• Strong attention to detail and ability to manage multiple priorities
• Self-starter with the ability to work independently and collaboratively

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