Agent Onboarding Specialist

December 27, 2024

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Knowledge Anywhere

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Corporate eLearning Solutions • Learning & Development • Online Training • Virtual Classrooms • Learning Management Systems

11 - 50 employees

Founded 1998

☁️ SaaS

📚 Education

🏢 Enterprise

Description

• Manage the Onboarding Experience for all Agents. • Create and process all new agent affiliations through OnBase and associated systems (including digital signing systems) • Assist with the application or transferring of the agent’s state license • Assist with the application or transfer of the agents MLS or Realtor Board accounts • Collect and vet DBA, team or assistant information for new agents/teams • Act as primary liaison with Licensing to ensure compliance with regulations. • Manage the interactive onboarding checklist and follow up with internal partners (learning, marketing, IT, Agent Services, others as needed) to ensure new agents are properly set up and have access to all CBR agent tools • Provide initial overview of DESK with focus on account activation, enrollment, and various tool profile setup • Assist with initial headshot, bio and contact uploads into company marketing products • Assist with initial CB marketing material ordering, as requested by the manager. Signage, business cards, name, badges, etc • Manage “warm hand-off” to branch leaders and Agent Support Teams after onboarding is completed. • Facilitate consistent communication with branch leaders regarding all onboardings. • Support branch manager recruiting efforts for top tier agents as requested.

Requirements

• 2 or more years customer service experience preferred; Prior Real Estate office experience strongly preferred. • Strong written and verbal communication skills • Technologically proficient in all areas including but not limited to: familiarity with various operating systems on PCs and Macs and ability to navigate computer software. • Proficiency with Microsoft Office • Ability to master additional software as needed, including but not limited to Adobe Acrobat and Power BI. • Ability to communicate effectively with different audiences, including agents, branch leaders, senior field leaders and operational support teams. • Ability to work in a remote environment while maintaining self-discipline, finely-honed communication skills and a high level of productivity. • Customer focused, delivery oriented, • Creative problem-solving skills. • Willingness to be “nimble” and adjust workload and schedule as needed.

Benefits

• Medical, Dental, Vision, Short-term and Long-term disability benefits, AD&D • 401(k) savings plan with company match • Paid Time Off to Include Holidays , Vacation Time, and Sick Time • Paid Family & Paternity Leave • Life Insurance • Business Travel Accident Insurance • All employees receive access to LinkedIn Learning • Tuition reimbursement for approved programs • Employee Referral Program • Adoption Assistance Program • Employee Assistance Program • Health and Wellness Programs and Incentives • Employee Discounts • Employee Resource Groups