First American Financial

Agency Account Administrator- Remote

Posted on: 5 Mar 2021

Santa Ana, CA

Job Description

Company Summary

Join our Agency team! First American's Agency Division is dedicated to providing our policy-issuing agents with resources, services and underwriting guidance needed to achieve new levels of success. As a global leader in providing title insurance, settlement services and risk solutions for real estate transactions, First American (NYSE: FAF) is an ideal place to build your career. We have been entrusted with helping our customers achieve and protect their dream of homeownership since 1889. We believe that our people are the key to the companys continued success, and we invest in diverse talents and backgrounds and empower our teams to achieve more than they could anywhere else. First American has created an award-winning culture and has been named to the Fortune 100 Best Companies to Work For list for the fifth consecutive year and to more than 50 regional Best Places to Work lists. For more information, please visit www.careers.firstam.com

Job Summary

Manages customers' (title agents) information and accounts in the STARS Oracle Telesales 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 Americans Agency Business Operations to ensure that Standard Operating Procedures are followed and maintained.

Essential Functions

* 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 areas processes and procedures in daily activities, troubleshoot as needed and recommend suggestions for continuous improvements to overall operations

Knowledge and Skills/Technology Used

* Proficiency in MS Office: Word, Outlook and Excel
* Familiar with department operating systems
* Organization skills
* Attention to detail
* Ability to multi-task
* 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

Typical Education

* High School diploma or equivalent

Typical Range of Experience

* 1-3 years of experience

First American invests in its employees' development and well-being, empowers them to provide superior customer service and encourages them to serve the communities where they live and work. First American is committed to diversity and inclusion. We are an equal opportunity employer.

First American Financial

Santa Ana, CA

First American Financial Corporation knows when you're buying real estate you need insurance to go with it. In addition to title insurance from First American Title, we provide specialty property/casualty insurance and home warranties through First American Home ... Read more

Mission: Our values reflect the way we conduct ourselves with our fellow First American employees, customers, shareholders, and others in our industry and community.

Our company values are Integrity, Commitment, Service, Leadership and Teamwork.

These values represent the way we have operated since our Company’s inception over 125 years ago.

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