Client Relations Manager (Remote) at First American

Texas Twp, Michigan, United States

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Not SpecifiedCompensation

Mid-level (3 to 4 years)Experience Level

Full TimeJob Type

UnknownVisa

Real Estate, Data Analytics, Financial ServicesIndustries

Requirements

Ability to act as the primary interface between the company and clients post-sales
Skills in force interaction monitoring of client transactions from order placement through recording, policy, and billing
Experience building and maintaining strong relationships with clients, operations, and sales
Capability to identify potential business opportunities
Proficiency in working with client management, sales, and operations to prioritize and integrate opportunities into account plans
Willingness to travel to client locations for monthly onsite visits
Competence in documenting client organization, interaction history, customized process changes, modifications, enhancements, and deletions
Ability to use Salesforce for documenting concerns and providing updates
Partnership skills with Operations for system and workflow testing and sign-off

Responsibilities

Establish and facilitate weekly/monthly/quarterly calls to review current volume, anticipated volume increases, service levels, process changes, new or ongoing service issues, and service successes
Request items for discussion and deliver documented agenda one day prior to scheduled calls
Maintain documentation outlining the client’s organization, interaction history, and customized process changes, modifications, enhancements, and/or deletions
Travel to client locations for onsite client visits monthly and accompany sales and operations as needed
Meet with client associates for a firsthand look at their daily operations and document any variances in process
Review process differences with Operations and Sales, updating the written Workflow accordingly
Identify potential needs or process improvements to enhance client experience and improve overall performance
Identify and schedule reports that track all aspects of client business
Create an Action Plan and document recurring or unresolved service issues as reported by clients
Review Action Plans internally with operations, update plans, and inform customers accordingly
Follow up on late and/or incomplete items
Document any written or verbal concerns shared by a client in Salesforce and notify appropriate teams
Provide updates as requested by the client (frequency may vary)
Meet with the Client, Sales, and Operations to understand needs and expectations for new business
Partner with Operations to conduct system and workflow testing and provide sign-off of the Set Up along with the Sr. Operations Manager
Monitor reports to ensure all processes and workflows are accurate

Skills

Client Relations

Account Management

Transaction Monitoring

Customer Support

Sales Coordination

First American

Provides title insurance and real estate services

About First American

First American provides title insurance, specialty insurance, and various real estate-related services. Their title insurance protects homebuyers and property owners from potential ownership disputes and financial losses related to real estate transactions. The company offers a platform called myFirstAm®, which allows users to access property information, manage orders, and streamline the closing process from any device. Unlike many competitors, First American has a vast database of property data, with over 5.5 billion document images, making it a leading provider of real estate data solutions. The company's goal is to facilitate smooth real estate transactions while ensuring that clients' investments are protected.

Santa Ana, CaliforniaHeadquarters

1889Year Founded

$800.2MTotal Funding

VENTURE_UNKNOWNCompany Stage

Financial Services, Real EstateIndustries

10,001+Employees

Benefits

401k matching

Health, vision, dental insurance

Professional development

Risks

Data breach allegations could harm First American's reputation and lead to legal issues.

Integration of Mother Lode may face challenges and financial risks.

Dependence on digital transformation poses risks if technology advances rapidly.

Differentiation

First American offers comprehensive title insurance and settlement services nationwide.

The company provides a vast database of over 5.5 billion document images.

First American's digital platform, myFirstAm®, enhances real estate transaction efficiency.

Upsides

Acquisition of Mother Lode expands First American's market share in California.

Docutech purchase boosts First American's digital mortgage revenue by 38%.

Growing fintech trends align with First American's digital transformation strategy.

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