Client Relations Assistant Jobs

Job Summary

Transnation Title Agency is currently looking for a full-time Client Relations Assistant. This person will be the liaison between our clients and customers. This position is responsible for providing a positive and outstanding experience for our customers and clients. This position will enhance client satisfaction by providing high customer service enthusiastically, energetically, and professionally. Ensures excellent internal and external client relations at all times.

Responsibilities And Duties

Typical duties of the position may include:

• Maintains a high level of client communications, including follow-up calls, welcome letters, greeting cards, etc.
• Assists in ordering, receiving, stocking, and distributing office supplies.
• Support and interact professionally with closers, realtors, lenders, and attorneys.
• Responsible for greeting customers by name and directing them to the closing room or the appropriate person.
• Log recordings within the company tracing software so policies can be completed.
• Build and establish reports with new and existing customers.
• Greet visitors, clients, and customers promptly and courteously and offer/serve beverages or snacks.
• Review order reports and call on Non- directing customers for follow up
• Responsible for opening, sampling, organizing, and distributing incoming/outgoing mail, including packages, courier deliveries, and overnight express packages. (FedEx, UPS, etc.)
• Supports all levels of communications, including inbound/outbound calls, and directs or relays messages to the appropriate departments.
• Maintains neat, organized, and clean receptions area and closing rooms.
• Track and follow up on uncashed checks.
• Handles customer service requests
• Review orders for accuracy and completion
• Maintained daily closing room schedules by reviewing scheduling the day before to understand the transactions to determine if we should do something special for the client/customer.
• Processes incoming searches/inquiries via email
• Responsible for entering Title Order information into the company's internal systems

The Client Relations Assistant may be assigned additional tasks in support of the department's goals.

Qualifications And Skills

• Proficient typing skills.
• Ability to establish positive professional working relationships with co-workers, clients, customers, and public
• Knowledge and understanding of real estate and title insurance processing and products.
• Strong sense of responsibility and a professional presentation.
• Outgoing and Energetic customer service professional with outstanding communication and active listening skills.
• The ability to manage multiple tasks under pressure in a fast-paced environment.
• Strong organizational skills and detail-orientated.
• Ability to have a goal-oriented focus to provide an outstanding experience for the customer/client.
• Strong verbal and written communication skills and the ability to communicate clearly and professionally.
• Ability to work flexibly, willing to work nights, weekends, and holidays when needed.

Education/Experience

A High School diploma or the recognized equivalent is required. 1-3 years of customer service experience in providing either phone, email, or onsite customer service to internal or external customers.

Computer Skills

Proficient with Microsoft Office Suite Excel, Word, PowerPoint, and Outlook. Industry-specific software is a plus but not required.

Benefits

We offer a compensative benefit package to all full-time employees.

• Employee Development Program
• Flex Spending program.
• Company-paid Life, LTD, and STD
• Paid Time Off Plan
• 401k Match
• Four Medical plans
• Flexible work schedule
• Employee Assistance Program
• MetLife Supplemental Insurance
• Voluntary Life Coverage
• Dental Coverage
• Vision Coverage