What are the responsibilities and job description for the Real Estate Account Manager position at LoKation® Real Estate?
Job Description
The Account Manager is LoKation Real Estate's front line for the agent experience. This is a Customer Success type role. You're not just answering questions, you're building real relationships, proactively managing a book of business, and making sure every agent in your portfolio has what they need to grow their business here. You're the quarterback between our agents and everything LoKation has to offer.
Responsibilities
Onboarding & Welcome
LoKation® Real Estate is a nationally ranked, vibrant company that’s paved its way as a premier full-service real estate and property technology firm. Our high level of customer service, tools and technology make our clients comfortable, our local market expertise makes them confident and the results make them smile. The company delivers a wide range of services and we arm our REALTORS® with all the resources needed under one roof. We’ve developed the most efficient online platform for agents to operate from allowing them to be more client-focused, efficient and increase profitability.
We had over $4B in sales in 2023 and ranked #11 of all independent brokerages in the U.S. (Real Trends Top 500 Brokerages 2024). We also give back via our LoKation® Cares philanthropy initiatives in multiple states. Our commitment to our community, agents, and industry is evident through our actions.
We cover all aspects of buying and selling – Real Estate, Mortgage, Title & Insurance services. Through our in-house service of Title & Escrow with The Closing Team homeowner and renters insurance and The Mortgage Center, we can ensure clients will receive top-tier service through all aspects of their transaction
LoKation® Real Estate is a nationally ranked, vibrant company that’s paved its way as a premier full-service real estate and property technology firm. Our high level of customer service, tools and technology make our clients comfortable, our local market expertise makes them confident and the results make them smile. The company delivers a wide range of services and we arm our REALTORS® with all the resources needed under one roof. We’ve developed the most efficient online platform for agents to operate from allowing them to be more client-focused, efficient and increase profitability. We had over $4B in sales in 2023 and ranked #11 of all independent brokerages in the U.S. (Real Trends Top 500 Brokerages 2024). We also give back via our LoKation® Cares philanthropy initiatives in multiple states. Our commitment to our community, agents, and industry is evident through our actions. We cover all aspects of buying and selling – Real Estate, Mortgage, Title & Insurance services. Through our in-house service of Title & Escrow with The Closing Team homeowner and renters insurance and The Mortgage Center, we can ensure clients will receive top-tier service through all aspects of their transaction
The Account Manager is LoKation Real Estate's front line for the agent experience. This is a Customer Success type role. You're not just answering questions, you're building real relationships, proactively managing a book of business, and making sure every agent in your portfolio has what they need to grow their business here. You're the quarterback between our agents and everything LoKation has to offer.
Responsibilities
Onboarding & Welcome
- Call every new agent to welcome them to LoKation and schedule their onboarding
- Guide agents through their first days and weeks — tools, systems, resources, and introductions
- Ensure onboarding is completed fully, not just started
- Own a defined portfolio of agents as your primary accounts
- Conduct monthly touch points with key agents to check in, identify needs, and deepen the relationship
- Track agent activity and engagement — know who's thriving and who needs attention
- Proactively re-engage dormant or low-activity agents before they disengage
- Act as the internal bridge between agents and departments like tech support, billing, and marketing
- Escalate issues quickly, follow through to resolution, and close the loop with the agent
- Introduce agents to LoKation's ancillary services — title, mortgage, insurance, and more — at the right moments in their journey
- Track service adoption and referral activity across your book
- Follow up to confirm agents are actually using what's available to them, not just aware of it
- Maintain accurate records of agent interactions and engagement in the CRM
- Report on onboarding completion rates, service adoption, and book of business health
- Flag at-risk agents to leadership before problems become departures
- Strong communicator — phone, email, and in person
- Bilingual (English & Spanish) is a plus
- Relationship-first mindset with a proactive approach
- Organized, accountable, and comfortable managing multiple priorities
- Real estate experience is required
LoKation® Real Estate is a nationally ranked, vibrant company that’s paved its way as a premier full-service real estate and property technology firm. Our high level of customer service, tools and technology make our clients comfortable, our local market expertise makes them confident and the results make them smile. The company delivers a wide range of services and we arm our REALTORS® with all the resources needed under one roof. We’ve developed the most efficient online platform for agents to operate from allowing them to be more client-focused, efficient and increase profitability.
We had over $4B in sales in 2023 and ranked #11 of all independent brokerages in the U.S. (Real Trends Top 500 Brokerages 2024). We also give back via our LoKation® Cares philanthropy initiatives in multiple states. Our commitment to our community, agents, and industry is evident through our actions.
We cover all aspects of buying and selling – Real Estate, Mortgage, Title & Insurance services. Through our in-house service of Title & Escrow with The Closing Team homeowner and renters insurance and The Mortgage Center, we can ensure clients will receive top-tier service through all aspects of their transaction
LoKation® Real Estate is a nationally ranked, vibrant company that’s paved its way as a premier full-service real estate and property technology firm. Our high level of customer service, tools and technology make our clients comfortable, our local market expertise makes them confident and the results make them smile. The company delivers a wide range of services and we arm our REALTORS® with all the resources needed under one roof. We’ve developed the most efficient online platform for agents to operate from allowing them to be more client-focused, efficient and increase profitability. We had over $4B in sales in 2023 and ranked #11 of all independent brokerages in the U.S. (Real Trends Top 500 Brokerages 2024). We also give back via our LoKation® Cares philanthropy initiatives in multiple states. Our commitment to our community, agents, and industry is evident through our actions. We cover all aspects of buying and selling – Real Estate, Mortgage, Title & Insurance services. Through our in-house service of Title & Escrow with The Closing Team homeowner and renters insurance and The Mortgage Center, we can ensure clients will receive top-tier service through all aspects of their transaction