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Sell and place personal lines insurance by assessing client risk, quoting and binding coverage. Build referral relationships with real estate professionals, oversee client onboarding, maintain licensing/CEUs, monitor potential errors/omissions or regulatory complaints, and stay current on carrier underwriting and industry trends.

Provide administrative and supervisory support for a real estate branch: manage day-to-day office operations, recordkeeping, listings and sales processing, escrow monitoring, recruit and train staff, support sales associates, coordinate marketing and telecom, and ensure compliance with company policies and reports.

Provide day-to-day service and support to personal lines policyholders: handle claims intake and processing, advise on coverage and risk management, process policy changes and cancellations, coordinate with adjusters and repair facilities, maintain documentation and communication, and support sales programs to meet profitability and growth goals.

Partner with real estate agents to design, execute and analyze integrated online and offline marketing campaigns. Provide strategy, use CRM and marketing automation, create social media and creative content, leverage agent websites, and support events to drive agent growth and marketing performance.

Provide administrative, marketing, and technical support to real estate agents: answer phones, schedule appointments, manage data and files, process invoices and deposits, assist with MLS/listing input and marketing (photos, video, virtual tours), manage office operations and supplies, and support special projects and mail/filing.

Prepare and facilitate real estate closings by ensuring all title, mortgage, recording, and settlement documents are complete and compliant. Conduct closings, explain documents and costs to parties, resolve title defects, submit final packages to appropriate departments, and respond to lender or recording issues. Support team operations and handle multiple transactions under deadline pressure.

Enter and reconcile new and closed sales transactions and commissions, process checks/payments and deposits, perform month-end reconciliations and journal entries, research and resolve commission discrepancies, maintain records and reports, support accounts receivable and escrow tasks, and handle general administrative duties as assigned.

Manage pre-closing and post-closing settlement tasks including clearing title, preparing closing disclosures and statements, ordering bring-downs and tax certifications, issuing title policies, preparing recordings and disbursements, and coordinating with lenders and clients.

The Office Administrator supports branch operations, manages administrative tasks, oversees staff recruitment and training, and provides customer service in a real estate office.

The Escrow Closer facilitates closing transactions by preparing documentation, examining title evidence, resolving issues, and ensuring compliance for mortgage transactions.