Insurance Sales Manager (Pulte Insurance Agency)

Protecting what matters most to our customers with integrity and care.

At Pulte Insurance Agency, we protect what matters most—our customers and our people. As an independent agency within the PulteGroup family, we offer personalized insurance solutions with integrity and heart. Our team thrives on doing the right thing, working together, and creating a culture where everyone belongs. With opportunities for growth, community involvement, and recognition from Fortune and Great Place to Work, this is where your career can truly take off.

Apply now and discover a career where your contributions are valued, your growth is supported, and your work makes a lasting impact.

This position is hybrid and located is Coppell, Texas, a suburb of Dallas.

JOB SUMMARY

The Pulte Insurance Agency Sales Manager is responsible for driving sales strategies, managing the sales team, and achieving capture and financial targets. The ideal candidate will have a strong background in insurance sales, excellent leadership skills, and a proven track record of success in achieving sales goals. This role requires deep product expertise, operational discipline, and the ability to lead change and foster a high-performance culture.

PRIMARY RESPONSIBILITIES

• Lead, motivate, and manage a team of insurance sales agents to achieve individual and team sales targets

• Provide coaching, training, and support to the sales team to improve performance and productivity

• Conduct regular performance evaluations against set goals and provide constructive feedback and coaching to improve team performance

• Build and maintain strong relationships with clients, insurance carriers, and other stakeholders

• Develop and implement effective sales strategies to drive growth in property and casualty insurance products, leveraging builder-specific product knowledge and competitive positioning

• Oversee and optimize the sales funnel, ensuring CRM and quoting platforms are used effectively and compliance standards are met

• Collaborate with other departments to ensure seamless delivery of services to clients

• Serve as the primary point of contact for team members seeking assistance with various processes, addressing customer complaints and escalations, and handling underwriting exception requests

• Manage the team's phone queue and schedule queue downtime for meetings and other relevant events

• Monitor task performance within the team and reassign tasks when they are not completed within the expected timeframe

• Regularly convene with sales agents to address current priorities and needs. Review phone interactions, offer constructive feedback, and provide coaching as required

• Contribute significantly to distribution-related decisions, including realignment choices and lead updates

• Be the primary lead in team meetings, contributing to planning and presenting on specific items and goals; foster a collaborative team environment and promote teamwork among sales agents

• Communicate process changes as necessary and ensure the team comprehends these changes effectively

• Play an active role in the hiring process, including conducting interviews and taking responsibility for new hire onboarding

• Manage the time-off calendar for the sales team

• Stay updated on industry developments, competitors, and regulatory changes

• Track agent productivity, service levels, and maintain contact cadence and follow-up standards

• Lead pilots or working groups to test new processes and provide strategic input on product and policy discussions

• Drive change management and process improvement initiatives, formalizing operational reporting and performance tracking

• Proactively engage with agents and stakeholders, providing weekly updates and maintaining customer feedback tools

• Foster a positive team culture through recognition, engagement, and talent development

SCOPE: (decision making, size of organization, budgetary etc.)

• Decision Impact: Team

• Department Responsibility: None

• Budgetary Responsibility: No

• Direct Reports: Yes

• Indirect Reports: No

• Physical Requirements: May occasionally lift and/or move up to 25 pounds.

MANAGEMENT RESPONSIBILITIES LEVEL: MENTOR / COACH / FEEDBACK

• Ensures appropriate staffing to meet department needs

• Utilizes recruiting and selection tools/processes to build organizational talent

• Delegates work according to employee’s abilities and skills

• Evaluates employee’s performance and plans for compensation actions in accordance with that performance

• Provides developmental opportunities through identification of internal and external training opportunities

• Creates opportunities for employee growth

• Provides continuous coaching with regard to functional and leadership standards (technical skills and behaviors)

REQUIRED EDUCATION

• Minimum High School diploma or equivalent

• Property & Casualty Agent License preferred

REQUIRED EXPERIENCE

• Minimum of 3 years’ experience as an insurance agent, preferably with a background in builder business

• Minimum of 2 years’ experience as an insurance team lead or supervisor, preferably with a background in builder business

• Knowledge of Property & Casualty insurance products for multiple state and carriers

• Experience with Department of Insurance state specific solicitation and

• selling regulations

• Possess excellent communication skills, both verbal and written, to convey complex insurance concepts clearly and manage team interactions

• Proven track record of meeting or exceeding sales targets and driving business growth

• Effective leadership abilities, including the capacity to mentor, coach, and motivate a sales team

• Proficient computer skills with experience in Windows-based programs, CRM systems, and insurance-related software and technology

• Strong analytical and problem-solving skills to address complex insurance issues and client needs

• Dependable, self-motivated and able to take action with minimal direction

• Make informed and timely decisions to resolve client concerns and ensure efficient team operations

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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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