Sales Support Coordinator - Santa Ana, United States - First American Financial Corporation

Mark Lane

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Mark Lane

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Description

Who We Are:


What We Do:

Manages customers' (title agents) information and accounts in the Company's agency database through a series of standardized corporate processes.

These processes include, but are not limited to Agency Application and Approval, Agent On Boarding, Agency Maintenance and Monitoring, and Agency Cancellation.

Reviews all submitted documentation to ensure Customers (title agents) are compliant with all corporate and statutory requirements. Supports field sales personnel in efforts to obtain and maintain accurate information on all of their Customers (title agents). Frequently communicates with Senior, State and/or Sales Management personnel to resolve Customer (title agent) approvals and information issues.

Major focus is the support of First American's Agency Business Operations to ensure that Standard Operating Procedures are followed and maintained.


HOW YOU'LL CONTRIBUTE

  • Ensure standard processes for licensing and background checks are followed
  • 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 to Company Standard Operating procedures
  • Respond and resolve customer requests
  • Report on case load, status, issues as requested by management
  • Train/demo/onboard agent on process/system/ software
  • 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

What You'll Bring

  • Proficiency in MS Office: Word, Outlook and Excel
  • Familiar with department operating systems
  • Organization skills
  • Attention to detail
  • Ability to multitask
  • Problem resolution skills
  • Working knowledge of fundamental concepts, practices and procedures of department/field
  • Good verbal and written communication skills
  • Establishes effective working relationships at the work group level
  • High School diploma or equivalent
  • 13 years of experience

Pay Range:
$ $30.00 Hourly


This hiring range is a reasonable estimate of the base pay range for this position at the time of posting.

Pay is based on a number of factors which may include job-related knowledge, skills, experience, business requirements and geographic location.


What We Offer:


By choice, we don't simply accept individuality - we embrace it, we support it, and we thrive on it Our People First Culture celebrates diversity, equity and inclusion not simply because it's the right thing to do, but also because it's the key to our success.

We are proud to foster an authentic and inclusive workplace For All. You are free and encouraged to bring your entire, unique self to work. First American is an equal opportunity employer in every sense of the term.


Based on eligibility, First American offers a comprehensive benefits package including medical, dental, vision, 401k, PTO/paid sick leave and other great benefits like an employee stock purchase plan.


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