Apply on Employer Site

First American · 4 days ago

Sales Support Coordinator (East Coast Remote)

United States

Full-time

Remote

Entry Level

$20.34/hr - $27.12/hr

1+ years exp

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.

Financial ServicesInsuranceProperty InsuranceReal EstateReal Estate Investment

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

Qualification

Title experienceCRM platform experienceMS Office proficiencyOrganization skillsAttention to detailProblem resolution skillsCustomer service passionVerbal communicationWritten communicationTeam collaboration