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Reviews and processes insurance submissions and applications, evaluates risk, verifies coverage and rating accuracy, maintains audit-ready agency records, submits business to carriers, reconciles issued policies, resolves discrepancies, and escalates compliance or errors-and-omissions concerns. The role supports sales teams and carriers while improving underwriting quality, policy placement success, and operational efficiency.

Processes real estate settlements from pre-closing through post-closing. Responsibilities include reviewing and clearing title, identifying underwriting concerns, preparing Closing Disclosures and closing statements, coordinating with lenders, ordering certifications, obtaining conveyancing, issuing title policies, recording documents, preparing deposits, and making disbursements. The role requires accurate transaction management, customer and partner communication, deadline management, and compliance with title and settlement procedures.

Creates graphic designs for printed and digital marketing materials, presentations, and brand initiatives. Develops design strategies, manages external creative resources, coordinates with printers and vendors, and may write marketing content such as articles, advertisements, biographies, and press releases. Provides design support to sales teams and maintains relevant department hardware and software. Requires strong creative, conceptual, communication, production, and multitasking skills.

Assess personal and commercial risk exposures, recommend and sell appropriate insurance coverage, quote and place policies, and develop referral relationships with real estate and mortgage professionals. Provide direction to onboarding specialists, monitor potential errors and complaints, maintain knowledge of underwriting requirements, follow agency procedures, and keep required insurance licensing and continuing education current.

The Post Closing Coordinator handles post closing processes, assists with document recording, tracks loan releases, and provides customer support.

Sell and place personal lines insurance by assessing client risk, quoting coverage, and cultivating referral relationships with real estate professionals. Supervise new business onboarding, monitor potential errors or complaints, stay current on carrier underwriting and industry trends, maintain required state license and CEUs, and follow company procedures.

Processes documentation after completed real estate settlements under Regional Manager supervision. Maintains accurate, timely, and high-quality post-settlement records while following company policies, protecting confidential information, and maintaining dependable attendance. Requires office experience, preferably in accounting or real estate settlements.

Supports real estate sales associates and management by processing transaction documents, maintaining active files, coordinating listings and closings, managing data entry and correspondence, scheduling appointments, handling marketing materials, communicating with customers and vendors, confirming earnest money deposits, and maintaining records. The role also trains staff on office software and equipment and provides backup office support.

Assist in managing a real estate sales branch by recruiting, training staff, implementing business strategies, and tracking sales performance.

Provide administrative support for escrow operations: open and package escrow files, order title and payoff documents, prepare closing statements and checks, reconcile bank statements and A/R ledgers, and communicate with buyers, sellers, lenders, and agents.