Agent Services Representative

Job Duties and Responsibilities (Essential Job Functions)

Common job activities are listed below; actual position responsibilities may vary. Refer to your manager or human resources for specific duties and performance expectations.

1. Create brochures, flyers/postcards, marketing materials, and other promotional pieces; Comparative Market Analysis (CMA) and Brokers Price Opinion (BPO). May create letters to clients, presentation materials, sales associate introduction cards, and prepare buyers and sellers guides. (60-80%)
2. Set up and update client and customer sphere of influence databases; and create farming database for sales associates. Maintain internet by updating company website and sales associate’s personal websites/pages. May perform data input, maintain and monitor data files, create files and documents and produce reports. (10-20%)
3. Provide administrative and clerical support to management and sales associates which may include: assisting sales associates with sending and receiving company e-mails, providing computer assistance, handling written correspondence, ensuring forms are stocked, answer phones, greet visitors, route mail, prepare schedules and maintain accurate billing records. (10-15%)
4. May assist agents with setting marketing plans and organizing and facilitating agent training activities. (5-10%)
5. Assist new agents in setting up their office, getting into MLS, training on computers and office equipment. May assist with license transfer or annual license renewal. (5-10%)
6. May serve as back-up to other office staff. (5-10%)
7. Perform any additional responsibilities as requested or assigned. (0- 5%)

Performance Expectations

• Meet all performance and behavior expectations outlined in the company performance appraisal form or communicated by management.
• Perform responsibilities as directed achieving desired results within expected time frames and with a high degree of quality and professionalism.
• Establish and maintain positive and productive work relationships with all staff, customers and business partners.
• Demonstrate the behavioral and technical competencies necessary to effectively complete job responsibilities. Take personal initiative for technical and professional development.
• Follow the company HR Policy, the Code of Business Conduct and all subsidiary and department policies and procedures, including protecting confidential company information, attending work punctually and regularly, and following good safety practices in all activities.

Qualifications

Education:

• Minimum of high school diploma or the equivalent. Secondary education preferred.

Experience:

• One to three years clerical or administrative experience.
• Marketing and social platforms experience preferred.
• Real estate knowledge preferred.

Knowledge and Skills:

• Knowledge of real estate, title and/or mortgage business preferred.
• Strong computer/technology skills: proficient in Microsoft Office and Canva products.
• Must possess strong organizational skills; ability to multi-task; accuracy/quality; detail-oriented.
• Strong interpersonal skills, a customer service focus and the ability to work as a member in a team-oriented environment.
• Effective analytical and problem-solving skills. Attention to details.
• Demonstrated verbal and written communication skills including presentation ability.

We offer a full suite of benefits including Medical, Health Savings Account, Dental, Vision, Life Insurance, Paid Vacation (PTO), 401(k) with employer match, Flexible Spending Account, and Employee Assistance Program (EAP)

Equal Opportunity Employer