What are the responsibilities and job description for the Account Manager / Escrow Closer position at Trademark Title, Inc.?
Overview
We are seeking a motivated and detail-oriented Account Manager to join our dynamic sales team. The ideal candidate will play a crucial role in managing and building client relationships while ensuring a smooth transaction for our clients. This position requires a strong understanding of the financial services and title industries, particularly in areas related to title escrow, processing and relationship management. The Account Manager will work closely with clients to guide them through the closing process.
Responsibilities
- Conducts a minimum of 15 closings per week.
- Makes a minimum of 15 in-person calls and 25 contacts per day.
- Makes five (5) telemarketing phone calls per day to prospects.
- Updates territory and customer list quarterly.
- Assists in maintaining sales pipeline files with opportunities, projected revenue, projected close dates, and statuses.
- Establishes new/closed orders and income goals (i.e., daily, monthly, quarterly and annually).
- Returns all pages/texts/phone calls within ten (10) minutes of receipt.
- Conducts one (1) planned seminar/presentation per week in each real estate office as time permits and broker approves.
- Sources sales territory, orders, market share, and monthly income.
- Attends appropriate real estate boards, building and mortgage banker meetings, and the like.
- Joins and actively participates in organizations that will produce leads for new business.
- Submits expense account according to schedule.
- Attends all company meetings.
- Meets company standards established by sales manager for open orders, closed orders, income, and market share.
- Performs other duties as assigned by supervisor.
- Adheres to company policies and guidelines.
Experience
- Previous experience in financial services is preferred, with a focus on the title and escrow industry.
- Familiarity with underwriting processes and ILTA regulations is highly desirable.
- Strong analytical skills with basic math proficiency to assist clients accurately.
- Excellent communication skills, both verbal and written, to effectively interact with clients and team members.
- Ability to work independently as well as collaboratively within a team environment.
- A proactive approach to problem-solving and a commitment to delivering exceptional service.
- A proven sales track record is required.
Join our team as an Account Manager where you can leverage your expertise in financial services while contributing to our mission of providing outstanding support to our clients!
**Commission income structure is available for this position.
Job Type: Full-time
Benefits:
- 401(k)
- Dental insurance
- Health insurance
- Paid time off
- Retirement plan
- Vision insurance
Work Location: Hybrid remote in Fishers, IN 46038