Account Manager

HR•San Antonio, TX

18h•Onsite

About The Position

Portland, Oregon-based WFG National Title Insurance Company (WFG), a Williston Financial Group company, is a new breed of national real estate service providers and title insurance companies powered by innovation and collaboration. Founded in 2010, WFG has become the 6th truly national title underwriter and accomplished that faster than any other underwriter in history by creating and delivering a comprehensive suite of real estate-related services and technology. In all that it does, WFG strives to improve the real estate transaction, while increasing transparency and empowerment to the title agent, lender, realty professional and consumer. WFG enjoys a Financial Stability Rating of A’ (A prime) as assigned by Demotech, Inc. Built around the directive to “communicate, collaborate, coexist,” WFG has worked to introduce a superior level of client commitment and service to the traditional mortgage and real estate industries, working to meet the changing needs of its clients, agents and associates. For more information, please visit www.WFGNationalTitle.com. Job Purpose: The Account Manager is a primary liaison between the Sales Representatives and the Company. This position works the different departments within the Company, remittances, support, compliance and audit, to ensure that the agent meets the standards, criteria and expectations of a WFG agent. This position requires excellent communication skills.

Requirements

Ability to effectively prioritize projects and assignments.
Excellent written and verbal communication skills.
Strong command of Microsoft Excel, Word, and PowerPoint software.
Strong organizational and planning skills for multitasking.
Ability and confidence to develop original written language and correspondence for developing reports and proposals, as well as customer and field communications.
Good people skills.
Good analytical skills.
Self-starter with strong work ethic and dedication to completing projects on time.
Positive attitude, high energy level, strong desire to interact directly with customers, high comfort level making presentations, and ability/willingness to work additional hours as job requirements and projects require.
High school diploma or equivalent.
Strong Oral and written communication skills.
Proficiency with computers, Microsoft Office Suite, CRM, and handheld devices.
Ability to multi-task and work in a fast-paced environment; strong organizational skills.

Nice To Haves

Bachelor’s degree in business, finance or related field.
Familiarity with software such as Zoom, BombBomb, and Bam!.
3-5 years experience in an active sales role.

Responsibilities

Engage in WFG company culture that emphasizes our 4 Cs, quality of work and high performance.
Provide support to the Sales Representatives with activities related to all assigned accounts, specifically remittance processing, A/R clean up, E&O renewals and audit issues.
Support the Sales Representatives, as needed, during customer visitations and presentations (on site and virtual).
Collaborate with Sales Representatives to identify and implement efficiencies in the remittance, audit and compliance processes.
Effectively collaborate with Sales Representatives to promote WFG Blocks.
Effectively collaborate with Sales Representatives to drive revenue and achieve/exceed territory sales goals.
Provide support to Underwriting Counsel as needed.
Liase between Support and the Agent regarding AMS needs, including: user log in issues, appointments and cancellations, executions of and amendments to Schedule A.
Run and distribute outstanding inventory reports to the Sales Representatives once/quarter.
Run and distribute a premium report to the team once/week.
Depending on the region, may run and distribute a CPL report to the team once/week.
Review the Aging Report weekly and clean up any credits or balances due.
Work with Regional Manager on any refund and write-off requests.
Support Sales Representative with regard to the distribution, processing and approval of new applications.
Support Sales Representatives to track current opportunities and interactions through SUGAR updates.
Depending on Region, monitor incoming calls and mail to office and disseminate, as needed.
Depending on Region, monitor inventory of supplies, office equipment and collaborate with team as issues arise.
Depending on Region, collaborate with Regional Manager to organize staff meetings and organize agenda items.
Maintain and service any existing agents that may be assigned.
Additional duties as assigned.