• Act as the primary point of contact for clients during the onboarding process, providing guidance and support to ensure a smooth transition onto our platform.
• Develop and maintain strong relationships with clients, serving as a trusted advisor and advocate for their needs and goals.
• Provide training and support to clients on our products, services, and technology tools.
• Collaborate with internal teams, including sales, product, and engineering, to ensure that client needs and feedback are incorporated into the onboarding process and product development.
• Proactively identify and address potential issues during the onboarding process and work with the relevant teams to resolve them.
• Gather feedback from clients and use that feedback to inform our onboarding process and product roadmap.
• Create and maintain customer success metrics and reports and provide regular updates to the relevant stakeholders.
• Contribute to the development of best practices and playbooks for onboarding and customer success.
• Transfer forms.
• Support with legal tasks and projects.
• Utilize a ticketing system to document and track any client issues or suggestions.
• Organize routine internal meetings to coordinate company events for holidays, incorporating marketing strategies to ensure effective promotion and engagement.
• Plan and execute marketing collateral for social media posts and use it as sales collateral.
• Host regular meetings with stakeholders at client companies to gain insights into their current state and take any feedback from their team.
• Follow up with management for any outstanding issues that have not been resolved.
• Maintain an in-depth understanding of the company's business model and be capable of responding to customer inquiries pertaining to it.
• Communicate effectively with both internal and external senior managers to better understand customer needs, maximize retention and growth, and share learnings.
• Facilitate interaction and workflow among project team members, including third-party service providers in order to ensure timely deliverables.
• Collaborate closely with the IT, Product and Development teams to ensure project timelines are tracked.
• Assist the accounting department with invoices and billings.
• Provide support to the accounting department in managing invoicing and billing processes.

• Bachelor's degree in business, marketing, or a related field.
• 3+ years of experience in customer success or customer service, preferably in the title insurance industry.
• Strong understanding of the onboarding process and best practices for customer success.
• Excellent communication skills, both verbal and written.
• Ability to build strong relationships with clients and work collaboratively with internal teams.
• Strong organizational skills and attention to detail.
• Ability to prioritize and manage multiple tasks in a fast-paced environment.
• Proficiency in Microsoft Office, Canva, and CRM software.
• Experience with customer success metrics and reporting.
• Strong problem-solving skills.
• Detail oriented.
• Must be able to work under pressure and meet deadlines, while maintaining a positive attitude and providing exemplary internal and external customer service
• Capable of generating a high degree of respect and trust to develop and maintain strong relationships with internal team members and with business partners across all levels of stakeholders

• Ability to perform essential job functions consistently safely and successfully with the ADA, FMLA and other federal, state and local standards, including meeting qualitative and/or quantitative productivity standards.
• Ability to maintain reasonably regular, punctual attendance consistent with the ADA, FMLA and other federal, state, and local standards.
• Must be able to sit, stand, stoop or bend for an extended period (8 hours).
• Must be able to lift and carry up to 5 lbs.
• Must be able to listen and speak clearly on the telephone.

• Health, dental, and vision benefits.
• Employer-paid disability and life insurance.
• Flexible spending accounts.
• 401K with company match.
• Paid time off and company-paid holidays.
• Wellness resources.

Westcor Land Title Insurance Company is the nation’s largest independent title insurancebusiness. Founded by agents to bring innovative solutions to the title insurance market,Westcor delivers technology-driven products and services to make the real estate closingprocess faster and more efficient while driving the continued success of independent titleagents, their customers, and Westcor partners across the title industry. Westcor Land TitleInsurance Company is rated A” (A Double Prime) by Demotech Rating Inc. Based in Maitland, FL,Westcor has regional offices throughout the United States.www.wltic.com