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Onboarding Specialist

4 months ago

Shelton, United States William Raveis Real Estate Full time
Job DescriptionJob Description

William Raveis Real Estate: A multi-billion-dollar company for real estate, mortgage, and insurance and the nation’s #1 independent family-owned real estate brokerage in the Northeast and Florida according to Real Trends. CEO William Raveis founded the luxury brokerage 50 years ago and has turned it into a real estate powerhouse with more than 4,400 talented sales associates across 140+ offices. WRRE is the only privately held firm offering the most complete set of best-in-class services: from buying and selling with state-of-the-art marketing tools, to renovating and staging, to mortgage, insurance and closing services.

Summary:

As a result of ongoing growth, WRRE is adding an Onboarding Specialist to the team. The Onboarding Specialist handles all aspects of the Agent cycle from on-boarding at time of affiliation and is objective to ensure excellent service standards and maintain high customer satisfaction while maintaining a relationship with the Agent as their “go to” contact at Headquarters. The target is to ensure excellent service standards and maintain high customer satisfaction.

Essential Functions:

  • Facilitate on-boarding for new agents to the Company through KACE Ticketing system
  • Liaise with a variety of departments throughout the account creation process
  • Generate KACE tickets for local staff to handle tasks at the office-level for new recruits
  • Create and maintain agent file and update in system through life of affiliation
  • Update onboarding KACE ticket with completed tasks and close the ticket when done
  • Record E&O payments for new agent hires
  • Send Welcome emails out to the new agents
  • Save agent hire docs in PA scanned drive
  • Enter Direct deposit information of new hires/make changes to agent’s direct deposits
  • Enter marketing budgets/personal assistant allowances into Profit Power
  • Setup Quarterly bonuses if needed and add to spreadsheet
  • Process transition bonuses through KACE and ensure timely completion
  • Process addendums in KACE and update the data in Profit Power.
  • Create new profiles in Profit Power for new hires
  • Process license transfers and terminations for CT. MA, NY, NYC, FL
  • Complete Agent offboarding tasks as assigned
  • Distribute and process referral group paperwork, when necessary
  • Regular communication with Agents and Management

Requirements:

  • Bachelor’s Degree preferred, Real Estate license beneficial.
  • Resolve problems by clarifying the issue; determining the cause of the problem; expediting correction or adjustment; following up to ensure resolution
  • Must be a team player and contribute to team effort by accomplishing related results as needed and can work accurately under pressure
  • Manage large amounts of incoming requests with impeccable attention to detail
  • Strong Multitasking ability a must as well as the ability to prioritize and manage time effectively
  • Build sustainable relationships of trust through open and interactive communication with agents and managers
  • Provide accurate, valid, and complete information by using the right methods/tools
  • Meet personal/team processing targets and inquiry handling quotas
  • Go the extra mile to engage agents/management, use telephones to reach out to agents/management to resolve issues
  • Excellent communication skills with proven customer support experience
  • Track record of over-achieving quota
  • Strong phone/email contact handling skills and active listening
  • Familiar with CRM systems and practices
  • Customer orientation and ability to adapt/respond to different types of personalities
  • Beneficial Computer/Software Skills: (Microsoft Office Suite, Profit Power, Quest KACE)

Hours of Work:

-          NOT a remote position. This role is in the office at our Shelton, CT Headquarters. Standard work hours are Monday through Friday from 8:30 am – 5:00 pm with regular and predictable attendance.

 

Company DescriptionWilliam Raveis Real Estate, Mortgage & Insurance provides real estate, mortgage, insurance and settlement services to the consumer. We have approximately 520 employees who make up our management, headquarters staff, mortgage, insurance and settlement companies.Company DescriptionWilliam Raveis Real Estate, Mortgage & Insurance provides real estate, mortgage, insurance and settlement services to the consumer. We have approximately 520 employees who make up our management, headquarters staff, mortgage, insurance and settlement companies.