The Closing Agent, Inc.

Producer

• Confidential conversations with independent Title Agency Owners
• Explore opportunity to grow book of business and market presence
• Access better technology and operational support
• Reduce administrative burdens and explore succession planning opportunities

Agency Owner

Account Manager

• Develop Strategic Partnerships
• Build relationships with Realtors, lenders, builders, developers, attorneys, investors, and wealth advisors
• Identify and recruit strategic referral partners
• Expand The Closing Agent's presence throughout Florida
• Represent the company at industry events, conferences, and networking functions
• Develop and launch business development initiatives
• Build affinity and referral programs
• Identify underserved market segments
• Convert ideas into scalable business opportunities
• Drive Measurable Growth
• Increase transaction volume and market share
• Generate qualified opportunities and new revenue streams
• Create accountability metrics and reporting dashboards
• Track and improve partner engagement and retention
• Develop partner onboarding programs
• Create repeatable growth processes
• Build business development playbooks
• Establish KPIs and performance benchmarks

Director of Growth – Strategic Partnerships

Insurance

• Processing residential purchase, refinance, and cash transactions
• Reviewing title commitments and title requirements
• Coordinating with Realtors, lenders, attorneys, buyers, and sellers
• Preparing files for closing
• Conducting in-person and remote closings
• Reviewing closing documents with customers
• Assisting with post-closing follow-up as needed
• Providing exceptional customer service throughout the transaction

Agency Owner

Director of Growth – Strategic Partnerships

Title Insurance Closing Agent