Note: The job is a remote job and is open to candidates in USA. First American is a company dedicated to providing resources and services to policy-issuing agents. The Sales Support Coordinator role involves managing customer information and accounts, ensuring compliance with corporate requirements, and supporting field sales personnel.
Responsibilities
- Manage customer information through standardized corporate processes
- Review documentation submitted by customer/ agent to ensure compliance with corporate and statutory requirements
- Support field sales personnel to obtain and maintain accurate information on customers
- Communicate and coordinate with supporting departments (i.e. sales, treasury team)
- Update and maintain account data in agency software systems
- Follow and ensure compliance with Company Standard Operating Procedures
- Respond and resolve customer requests
- Report on case load, status, issues as requested by management
- May participate as team member on medium to large scale projects
- Support departmental document storage and retrieval systems
- Follow functional area’s processes and procedures in daily activities, troubleshoot as needed and recommend suggestions for continuous improvements to overall operations
Skills
- 1-3 years of Title experience
- Proficiency in MS Office: Teams, Word, Outlook and Excel
- Experience working with a Customer Relationship Management (CRM) platform such as Salesforce
- Experience working on a remote team
- High School diploma or equivalent
- Organization skills
- Attention to detail
- Ability to multi-task
- Problem resolution skills
- Proficient verbal and written communication skills
- Can collaborate with the team on projects
- Customer Service passion
Benefits
- Medical
- Dental
- Vision
- 401k
- PTO/paid sick leave
- Employee stock purchase plan
Company Overview
First American provides financial services through its Title Insurance and Services segment and its Specialty Insurance segment. It was founded in 1889, and is headquartered in Santa Ana, California, USA, with a workforce of 10001+ employees. Its website is http://www.firstam.com.
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