Ortiz Property Group @ REAL Broker

Licensing Administrator

Ortiz Property Group @ REAL Broker

full-time

Posted on:

Location Type: Remote

Location: Remote • California, Colorado, District of Columbia, Florida, Illinois, Kansas, Maryland, Massachusetts, Montana, Nevada, New Jersey, New York, North Carolina, Ohio, Oregon, Pennsylvania, Tennessee, Texas, Utah, Virginia, Washington • 🇺🇸 United States

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Salary

💰 $65,000 - $85,000 per year

Job Level

Mid-LevelSenior

About the role

  • Wow customers with AgentSync's culture and values - most especially, Customer Love
  • Build and cultivate deep, trusted, and transparent relationships with our customers, your clients, while doing the same on a team and company level
  • Collaborate closely and effectively with customers and AgentSync teams to ensure delivery of agreed upon services and solutions for our customers
  • Get hands-on supporting customers, using the AgentSync products firsthand, to quickly, accurately, and efficiently solve their challenges
  • Deeply understand our customers’ goals, ambitions, daily problems, business process improvements, and different use cases
  • Use your love of Salesforce and deep understanding of AgentSync’s products to understand customer requests, inquiries, and product feature requirements
  • Communicate clearly and accurately with internal teams regarding customer updates, new customer requirements, progress updates, and closed-loop product feedback for service and product innovation
  • Create and iterate on foundational best practice processes, tools, measurement, and keep a growth mindset
  • Be a strategic “voice of the customer” thought-partner for our marketing, sales, implementation, support, product, and engineering teams to perpetually identify AgentSync product and customer experience improvements

Requirements

  • 3+ years of customer facing experience in insurance licensing or compliance
  • 2+ years in hands-on product/customer support, technical account management role
  • Proven experience with processes such as obtaining and renewing licenses, updating contact details, and managing carrier state appointments
  • Experience with Salesforce configuration, administration or power user; ie reports and dashboards, list views, data loading, field and object customization.
  • Hands on experience in Salesforce and progress towards a Salesforce Admin Certification a plus!
  • Natural problem-solver: comfortable with complexity and ambiguity; able to both delve into the details and operational tactics
  • Proactive and passionate: independently solving conceptual problems, and delivering results in challenging situations
  • High-energy, team-first attitude: motivated to work collaboratively in a fast-paced, ever-changing environment to help our growing business
  • Ability to innovate, collaborate and think strategically to improve customer experience.
Benefits
  • Medical - Cigna plans with 100% employer paid premiums on 2 plan options
  • Dental - 100% paid premium plan for you and your dependants
  • Vision - 100% paid premium plan for you and your dependants
  • Employee Assistance Plan
  • 401(k) retirement savings plan
  • HSA employer contributions
  • Flexible PTO
  • 12 paid holidays per year
  • 12 weeks parental leave w/generous return to work stipend

Applicant Tracking System Keywords

Tip: use these terms in your resume and cover letter to boost ATS matches.

Hard skills
customer supporttechnical account managementSalesforce configurationSalesforce administrationdata loadingfield customizationobject customizationreportingdashboard creationprocess improvement
Soft skills
problem-solvingproactivepassionatecollaborativestrategic thinkingcommunicationrelationship buildingadaptabilitygrowth mindsetteam-oriented
Certifications
Salesforce Admin Certification