Ardán®

Administration

• Investigate, evaluate and determine coverage and possible claim resolutions
• Determine need to retain outside counsel; manage claims and/or litigation to final resolution
• Negotiate with claimant / opposing counsel / third parties for resolution
• Participate in mediations and other required court appearances
• Review and approve invoices for costs and attorneys' fees
• Perform and assist in initial evaluation for recovery
• Maintain documentation of claim file activity
• Evaluate and respond to clearance / curative demands
• Other activities/projects as assigned.

Claims Administrator

Manager

• Responsible for the day-to-day management of regional personnel.
• Maintaining a partnership audit, claims and other corporate units.
• Protecting the integrity of the company by monitoring existing agents and investigating prospective agents.
• Managing the Profit & Loss of the region to increase revenue and grow profit.
• Creating, implementing, and managing marketing programs and campaigns.

Regional Agency Manager

Insurance

• Define, develop and administer sales and marketing initiatives in designated market
• Prepare annual marketing plan and budget for designated market
• Build and maintain relationships with Title Agencies and Attorneys
• Coordinate with Education Department implementation of seminars, webinars and lunch and learns for Agents and their customer base
• Participate in industry association and networking events
• Proficient in and train customers on Westcor website access
• Use of Salesforce (CRM)
• Remain current on industry news
• Keep Agents informed on all industry news/changes

Agency Representative

Financial Planning and Analysis

• Gain valuable real-world experience with a Title industry leader
• Develop the knowledge and skills needed to reconcile, balance, forecast, and create accounting strategy for business development
• Assist project management with research
• Gather information
• Share your feedback

Accounting/Finance Intern

• Develops and retains a quality Agent client base.
• Administers marketing program focusing on prospective agents and provides maintenance of existing customers.
• Agency Representatives interface with division/regional management and legal counsel on the appropriate management of agents.
• Agency representatives have an ongoing responsibility for maintaining the customer relationship and servicing the customer’s needs throughout.
• Builds client relationships, secures new business from new customers, and maintains and expands business with existing client base.
• Compiles lists of prospective customers for use as sales leads, based on information from newspapers, business directories, industry ads, trade shows, Internet Web sites, referrals and other sources.
• Develops and executes a call plan for the area assigned to include calls to and appointments with prospective agents.
• Is highly visible in his/her marketing area by attending title insurance industry functions and participating in appropriate organizations.
• Effectively creates or adapts and delivers group and individual presentations to customer groups, target customers, and others.
• Assesses individual client needs and develops, presents and implements a plan to meet those needs.
• Communicates proactively with and responds in a timely manner to clients, fulfilling the Westcor services platform working with administrative support, underwriting counsel and regional management.

Agency Representative – South Central States

• Works with Regional Manager to define, develop and administer sales and marketing program for their assigned region.
• Works with Area Regional Manager to assess the marketplace determine opportunities, pursue prospects and to ultimately sign qualified independent agents on as Westcor approved agents.
• Manages ongoing business relationships with agents for region while focusing on maintaining profitability, quality and compliance with Westcor standards.
• Responsibilities include projection planning and analysis of regional business opportunities.
• Prepares and submits agency applications for review by Area Regional Manager.
• Develops and maintains agency relationships.
• Reviews agents operations on a regular basis with emphasis on risk control.
• Instructs agency personnel in use of company online tools and submission of agency reports.
• Acts as a liaison between company and agents and trade organizations.
• Plans and conducts, in coordination with the legal dept., educational seminars for agents and industry trade organizations.
• Prepare agency terminations or cancellations.
• Assists in development of promotional material.
• Supports office staff with direction and information when necessary.
• Other duties as assigned by management.

State Manager

Customer Support

• Responsible for providing effective customer service for all internal and external customers.
• Communicate effectively with team members within the various departments.
• Cover front switchboard in a backup capacity and cover breaks, lunch hour, afternoons, vacation/sick time.
• Handle incoming calls, emails, and faxes.
• Perform various administrative tasks for employees.
• Primary Point of Contact for customers and vendors.
• Perform multiple customer service duties for the general public, licensed agents/employees, lenders, or other agencies.
• Call routing to appropriate department.
• Policy corrections and endorsements for recorded legal documents.

Customer Service Representative – Receptionist

• Works with Regional Manager and Sales Manager to define, develop and administer sales and marketing program for the region.
• Works with Regional Manager to assess the marketplace determine opportunities, pursue prospects and to ultimately sign qualified independent agents on as Westcor approved agents.
• Manages ongoing business relationships with agents for region while focusing on maintaining profitability, quality and compliance with Westcor standards.
• Prepares and submits agency applications for review by Regional Manager.
• Develops and maintains agency relationships.
• Reviews agents operations on a regular basis with emphasis on risk control.
• Instructs agency personnel in use of company online tools and submission of agency reports.
• Acts as a liaison between company and agents and trade organizations.
• Plans and conducts, in coordination with the legal dept., educational seminars for agents and trade organizations.
• Prepares agency terminations or cancellations.
• Assists in development of promotional material.
• Supports office staff with direction and information when necessary.
• Other duties as assigned by management.

Agency Representative – Mid Atlantic

• Coordinates commercial real estate closings on single and multiple property deals
• Reviews/Evaluates commercial title search documentation, and research and assist resolving all title issues and discrepancies on record based on published underwriting standards, bulletins and guidelines as requested by client or supervisor
• Prepares and reviews title commitment(s)/pro forma(s), lender closing instructions and contracts to ensure all requirements of the transaction are met
• Prepares commercial Settlement Statements and/or Closing Disclosures and other closing documents as needed to create a complete signing package to be sent out for execution
• Assist in coordinating signings with parties that may require assistance in both attorney and non-attorney states
• Provides quality customer service, including interacting with customers, real estate agents and attorneys
• Ensures all disbursement related items are in TPS with appropriate document types in a timely fashion
• Works with Disbursement team to disburse transactions in accordance with parties’ instructions and applicable law
• Works with Recording team to ensure recording documents are properly completed and attached to the file along with any recording order as required by the closing instructions
• Promptly works with stakeholders on obtaining corrections as needed
• Monitors workflow queues and department reports to ensure timely processing of the file through disbursement and follow ups for post-closing accounting issues
• Works collaboratively with all stakeholders including but not limited to internal operations teams, client, outside counsel, and title agent partners
• Successfully meets or exceeds all Company established performance/production metrics as set forth by the Senior Management Team
• Performs other duties as assigned by supervisor

Commercial Escrow Officer

Account Executive

Sales Representative

• On boarding of new vendors including obtaining SOWs, agreements, NDAs and additional documentation as required.
• Evaluate and perform due diligence and ongoing monitoring of potential and existing vendors.
• Ensuring SLAs are consistently met or exceeded in accordance with contractual requirements.
• Running daily, weekly and monthly reports to ensure that title and closing turn times meet with client SLA’s.
• Producing and delivering performance scorecards for operational processes.
• Facilitate daily/weekly/monthly calls with key stakeholders to review performance, quality, turn times, score cards, and Corrective Action Plans.
• Oversee vendor fulfillment to ensure remediation plans are appropriately tracked and completed.
• Resolve disputes and manage escalations.
• Ensure stakeholders/vendors are providing best in class customer service to clients and customers.
• Build collaborative partnerships with internal and external partners to enhance the capacity and capabilities of the organization to identify and deliver consistent solutions.
• Identify areas of improvements and locate vendors/solutions to enhance our product offerings.

Vendor Manager

Customer Success Manager

• Act as a primary point of contact for clients, providing transactional and workflow guidance, as well as systems access troubleshooting with technology team.
• Manage mixed media communication requests (customer service phoneline & web portal inquiries), providing timely customer service and resolution.
• Develop and maintain strong relationships with clients, serving as a trusted advisor and advocate for their needs.
• Provide training and support to clients on our products, services, and technology.
• Maintain an in-depth understanding of the company's business model and being capable of responding to customer inquiries pertaining to it.
• Communicate effectively with both internal and external senior managers to better understand customer needs, maximize retention and growth, and share learnings.
• Perform other duties as assigned by supervisor.

Customer Success Expert, Title Insurance

• Responsible for developing and maintaining a strong agent client base through effective marketing and relationship management
• Focuses on acquiring new agents, supporting existing agents, and ensuring exceptional service delivery
• Collaborate with regional management and legal counsel to ensure proper agent management and compliance
• Build and maintain client relationships; secure new business and expand existing accounts
• Identify and qualify prospective agents through research, referrals, and industry sources
• Develop and execute a strategic call plan for assigned territory, including outreach and appointments
• Maintain visibility in the market by attending industry events and participating in professional organizations
• Deliver compelling presentations to individuals and groups, adapting content as needed
• Assess client needs and implement tailored solutions to meet objectives
• Communicate proactively and respond promptly to client inquiries, coordinating with internal teams to ensure service excellence

Agency Representative – Midwest

General Counsel

• Investigate, evaluate and determine coverage and possible claim resolutions.
• Determine need to retain outside counsel; manage claims and/or litigation to final resolution.
• Negotiate with claimant / opposing counsel / third parties for resolution.
• Participate in mediations and other required court appearances.
• Review and approve invoices for costs and attorneys' fees.
• Perform and assist in initial evaluation for recovery.
• Maintain documentation of claim file activity.
• Evaluate and respond to clearance / curative demands.
• Other activities/projects as assigned.

Claims Counsel

Business Development Rep

• Build, strengthen, and maintain long-lasting relationships with agents and referral partners within Osceola and Polk Counties.
• Grow existing accounts by identifying opportunities and enhancing service delivery.
• Identify, research, and qualify for new prospective agents throughout assigned counties.
• Secure new business through effective outreach and compelling presentations.
• Develop and execute a strategic call plan tailored to the Osceola/Polk corridor and surrounding areas.
• Represent The Closing Agent at local real estate associations, networking groups, community events, and industry programs.
• Maintain a strong presence in the Real Estate, lending, and builder communities.
• Deliver dynamic, audience-appropriate presentations to offices and groups of all sizes.
• Respond promptly to client inquiries and coordinate seamlessly with internal teams to ensure agent success.