Porch Group · 1 month ago
CCI Representative, Guardian
Porch Group is a leading vertical software and insurance platform, and they are seeking a CCI Representative to collect and validate closing company information for timely revenue collection. This role involves communication with agents and clients, managing transaction details, and ensuring accurate invoice submissions.
Home ImprovementHome ServicesInformation TechnologyInternetSoftware
Responsibilities
Communicate with agents and clients via calls, texts, and email to secure required closing company information
Manage ongoing follow-ups for active transactions using a structured cadence and record accurate progress notes in internal system
Confirm, adjust, and update invoice fees based on current order details
Ensure invoices are submitted to the correct closing companies before closing deadlines
Download, organize, and review daily reports to monitor aging and prioritize work
Maintain accuracy and completeness of transaction data and escalate delays or missing details when necessary
Provide excellent customer service and build positive relationships with internal and external partners
Qualification
Required
Prior experience in customer service or a related support role
High attention to detail with strong accuracy in data entry
Ability to work under pressure and meet strict deadlines
Effective multitasking and time-management skills
Tech-savvy — comfortable navigating multiple tools and platforms (CRM, reporting tools, etc.)
Strong written and verbal communication skills
Workspace: A quiet space to work, an internet connection of at least 30 Mbps download | 10 Mbps upload
Equipment: a laptop (or a desktop computer) and an internet connection that meet our minimum requirements
Benefits
Paid initial training
Ongoing training to help you develop in your role and career
Real opportunities for career growth
Support: You’re working from home, but not alone! Your team is available in real-time to help you be successful!
Work/Life Balance: This is a 100% remote job, which means no more time wasted in traffic! Spend more time at home, where your family needs you!
Company
Porch Group
Porch Group is a vertical software platform for residential environments.
Funding
Current Stage
Public CompanyTotal Funding
$782.85MKey Investors
Wellington ManagementRunway Growth CapitalValor Equity Partners
2025-05-19Post Ipo Debt· $134M
2023-04-17Post Ipo Debt· $333M
2022-04-15Post Ipo Equity· $4M
Recent News
2025-11-10
2025-11-10
Company data provided by crunchbase