Job Description

Works as a team with direction from the Regional Manager to grow sales, retention, and marketing program efforts. Works with region manager to assess the marketplace, determine opportunities, and identify independent agent prospects to pursue in the assigned territory; and ultimately assist with administrative processes for qualifying and signing on new approved agents. Manages ongoing business relationships with agents, while focusing on maintaining profitability, quality and compliance with company standards.

ESSENTIAL FUNCTIONS

  • Prepares and submits agency applications for review by Regional Manager
  • Develop and maintain agency relationships
  • Assist in the onboarding process for new agents
  • Organize and schedule meetings and appointments, travel to and attend when necessary
  • Plans and conducts, in coordination with the legal dept., educational seminars for agents, realtors, and trade organizations
  • Maintain detailed records of interactions and communications with agents via Salesforce
  • Instructs agency personnel in use of company online tools and assets available to agents
  • Track and manage receipt and submission of regularly scheduled agency reports
  • Acts as a liaison between company and agents and trade organizations
  • Supports agent with direction to appropriate individuals and information when necessary
  • Reviews agents operations on a regular basis with emphasis on risk control
  • Prepare agency terminations or cancellations
  • Assists in development of promotional material
  • Supports office staff with direction and information when necessary
  • Other duties as assigned by management

COMPETENCIES

  • Minimum of 3 years’ experience in title, escrow or related field
  • Customer service, sales and marketing skills
  • Ability to write and orally communicate clearly, accurately and succinctly
  • Strong interpersonal skills
  • Problem solving and results oriented
  • Teamwork
  • Trustworthiness & Ethics
  • Knowledge and experience with Microsoft applications (Outlook, Word, Excel)
  • Comfortable with using a CRM, such as Salesforce

Details

Employee Type
Full-Time Regular
Location
Northern Virginia USA