Agency Account Manager (New York)

HR•Melville, NY

19h•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. Must be able to work onsite at the Melville, NY office Job Purpose: The Agency Account Manager is a primary liaison with agents that proactively manages the client relationship, ensuring the achievement of agent expectations while providing key resources to grow their business. This position requires excellent communication skills to help build relationships and partner with agents to achieve

Requirements

Ability to effectively manage personnel and 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 engagement in our 4 Cs, quality of work and high performance.
Support the Agency Sales Representatives regarding activities related to all assigned accounts
Support the Agency Sales Representatives during customer on-site visitations and presentations
Build direct relationships with agents, will work closely with and utilize the selected channel partners to maximize new sales opportunities and renewals within assigned territory.
Collaborate with aligned Agency Sales Representatives, partners and marketing personnel to identify, develop & build sales pipeline
Identify & build sales pipeline through qualifying leads, prospecting, and penetrating new and existing accounts
Effectively team with Field Sales to drive product/service revenue and achieve/exceed territory sales goals
Leverage in-depth customer knowledge, product and technical knowledge and industry trends during sales process
Build high-value, strategic and consultative relationships with critical clients and bring awareness of surrounding ecosystem.
Utilize SUGAR to track current/potential customer interactions and drive progression of opportunities through the sales cycle.