[Remote] Sales Support Coordinator (East Coast Remote)
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