Agency Sales Support Specialist

This is a fully remote position, open to applicants in Ohio.

📋 Description

• Act as the main point of contact for agency clients regarding title searches, the status of orders, inquiries about production, and service requirements.

• Organize and monitor title search requests to guarantee timely completion and resolution of any issues.

• Liaise with internal teams, vendors, abstractors, and examiners to gather updates and address customer concerns.

• Offer administrative and operational assistance to designated sales representatives.

• Support prospect research, account preparation, customer data management, and the creation of meeting materials.

• Generate and sustain reports on customer activity, production, revenue, and sales performance.

• Keep track of customer engagement, ordering patterns, and sales prospects, including opportunities for enhancing wallet share.

• Ensure the accuracy of customer, prospect, and sales data in the CRM and other company systems.

• Manage customer follow-up, onboarding processes, and sales-related communications and initiatives.

• Foster strong relationships with customers and act as a guide for navigating Westcor's systems and processes.

• Recognize service challenges, trends, and opportunities to enhance efficiency and customer satisfaction.

• Create and maintain tracking tools, workflows, and processes to improve visibility and follow-up.

• Collaborate with Sales, Operations, Search, Underwriting, and other departments to address issues.

• Keep accurate records and manage confidential information with care.

⛳️ Requirements

• Background in customer service, sales support, operations, or administrative assistance.

• Proficient in Microsoft Excel, Word, Outlook, Teams, and other Microsoft applications.

• Exceptional organizational, time management, and multitasking abilities.

• Outstanding written, verbal, and interpersonal communication skills.

• Keen attention to detail and the capacity to work independently in a fast-paced environment.

• Capability to analyze data, identify trends, and suggest process enhancements.

• High School diploma or equivalent is required.

• A minimum of 1-2 years of relevant experience is necessary.

• Experience in the real estate, mortgage, title insurance, or a related field is preferred.

• Ability to talk or hear, sit, stand, walk, type, reach, and occasionally lift and/or move up to 15 pounds.

• Capacity to perform duties with reasonable accommodations where applicable.

🏝️ Benefits

• Health, dental, and vision benefits.

• Employer-sponsored disability and life insurance.

• Flexible spending accounts.

• 401K plan with company matching contributions.

• Paid time off and company-observed holidays.

• Wellness resources.

• Remote work opportunities.