Equity Title is currently seeking a Sales Support Assistant to support out Sales Team and our clients for both Equity Title and Guardian Title brands in Glendale, CA.
This position will be a true liaison between the sales team players and our internal teams and our clients supporting all sales team members assigned to the brand/office they represent, sales management and operations management to ensure all processes are performed at identified performance levels.
This position will be physically located in collaboration with the customer service team and will be able to perform hybrid responsibilities as the demands of our clients and sales team and work schedules dictates. Will help customer service with property profiles requests, deed chains of title, ownership information, farming and project requests.
The ideal candidate will enjoy helping others and handling a variety of administrative duties such as answering phones, running reports, comprehensive support of our mobile app, new sign-ups, technical difficulties, password changes etc., preparing and packaging sales packets and marketing collateral for our sales reps, and a variety of other tasks as requested by sales reps and management.
Will assist the sales team with our new CRM platform and Power BI third party leads data source and be the technical support and supporting driver of these initiatives alongside the sales manager.
Be a liaison to our internal title production and title unit for our sales team and clients, this may include opening orders, locating and sending out order information and report hyperlinks and researching missing information requests. Candidate will need to be well versed in various communication tools such as Outlook, Outstand, and CRM.
Communicates with sales support teams on agent and office changes. Assists sales with ordering and distribution of marketing materials and timely mail and messenger requests. Inventory and order sales related supplies for the sales team (i.e. Notepads, business cards, thank you notes, flyer stands, bootie boxes/booties, etc.). Will learn and support sales reps in our various desktop network portals to perform training or abstract information
Job Requirements:
High School diploma, GED or equivalent work experience.
Basic understanding of the title insurance industry preferred.
One (1) year administrative experience.
Type 45 wpm.
Knowledge of Microsoft Word, Excel, Outlook and Power Point.
Ability to operate various office equipment. (I.e. copier, fax machine, scanner, e-mail).
Must be able to collect, analyze and prioritize information in order to find creative and timely solutions for solving problems.
Excellent interpersonal skills.
Must be able to adhere to appropriate company policies and procedures.
Must be able to identify internal and external customer requirements and expectations.
Must possess excellent follow up skills.
Must have excellent oral and written communication skills.
This candidate must be a self-starter that can work well under pressure and at times under minimal supervision.
Must be able to adhere to deadlines, take good notes and not be afraid to ask questions.
Knowledge and expertise of reports generated through CORE system a plus.