[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