Agency Sales Support Specialist
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Job Description
Sales support specialist serving agency customers for Westcor Land Title Insurance Company. Coordinating title searches, CRM records, reporting, and cross-functional service resolution.
Responsibilities:
- Serve as a primary contact for agency customers regarding title searches, order status, production questions, and service needs
- Coordinate and track title search requests, ensuring timely completion and issue resolution
- Communicate with internal teams, vendors, abstractors, and examiners to obtain updates and resolve customer concerns
- Provide administrative and operational support to assigned sales representatives
- Assist with prospect research, account preparation, customer information, and meeting materials
- Prepare and maintain customer, production, revenue, and sales activity reports
- Monitor customer activity, ordering trends, and sales opportunities, including opportunities to increase wallet share
- Maintain accurate customer, prospect, and sales information in CRM and other company systems
- Coordinate customer follow-up, onboarding, and sales-related communications and initiatives
- Build strong customer relationships and serve as a resource for navigating Westcor's systems and processes
- Identify service issues, trends, and opportunities to improve efficiency and customer experience
- Develop and maintain tracking tools, workflows, and processes to improve visibility and follow-up
- Collaborate with Sales, Operations, Search, Underwriting, and other departments to resolve issues
- Maintain accurate records and handle confidential information appropriately
Requirements:
- Experience in customer service, sales support, operations, or administrative support
- Proficiency in Microsoft Excel, Word, Outlook, Teams, and other Microsoft applications
- Strong organizational, time management, and multitasking skills
- Excellent written, verbal, and interpersonal communication skills
- Strong attention to detail and ability to work independently in a fast-paced environment
- Ability to analyze information, identify trends, and recommend process improvements
- High School diploma or equivalent required
- Minimum of 1-2 years of relevant experience
- Experience in the real estate, mortgage, title insurance, or related industry preferred
- Ability to handle confidential information appropriately
- Ability to meet stated physical demands, with reasonable accommodations available
Benefits:
- Health, dental, and vision benefits
- Employer-paid disability and life insurance
- Flexible spending accounts
- 401K with company match
- Paid time off and company-paid holidays
- Wellness Resources
- Remote work arrangement
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