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SalaryJOB TITLE:
Onboarding Specialist
REPORTS TO:
VP, Corporate Initiatives
DEPARTMENT:
Corporate Operations
FLSA STATUS:
Exempt/Salaried - 37.5 hours per week
LOCATION:
Remote
SUMMARY:
Responsible for onboarding newly approved CATIC agents. This includes integrating third party software with CATIC and all CATIC platforms and agency processes.
ESSENTIAL DUTIES AND RESPONSIBILITIES include the following: other duties may be assigned.
- Train agents on the utilization various third-party title and production systems in the Company’s footprint.
- Train agents on utilization on all CATIC platforms; TOPS, CATIC.com, CATIC Academy
- Work closely with Agency Advisors determining the needs of each agent, scheduling and conducting onboardings.
- Setting up software integrations, demonstrating and testing.
- Training the agent on how to submit policies and remit premiums.
- Create training materials.
- Resource for agent facing applications for internal staff.
- Partner with internal subject matter experts, architecture, product management and training staff to determine, develop and deliver the highest quality training
- Assist IT department with UAT and implementation process for software integrations
- Speak at title insurance seminars/webinars about software integrations and the benefits they provide.
- Compliance and adherence at all times with the organization’s Code of Ethics and Conduct as well as all of our company policies.
- Other duties as assigned.
QUALIFICATION REQUIREMENTS: To perform this job successfully, an individual must be able to perform each essential duty satisfactorily. The requirements listed below are representative of the knowledge, skill, and/or ability required. Reasonable accommodations may be made to enable individuals with disabilities to perform the essential functions.
- Experience with industry related Title & Escrow and Production systems
- Familiarity with the title insurance industry in all states
- Experience with software or technical instruction including hands-on computer training, online webinars, self-paced e-learning modules, and lectures
- Experience with implementing educational strategies
- Demonstrates strong communication skills
- Demonstrated ability to handle multiple tasks simultaneously. Exceptional organizational skills required. Ability to meet designated deadlines is also critical.
- High degree of professionalism, positive attitude and ability to motivate and work well with others.
EDUCATION AND/OR EXPERIENCE:
- Bachelor's degree in a related area
- 2-4 years of experience in the field or in a related area
EEO Statement
CATIC Financial, Inc. and its subsidiaries are committed to providing equal employment opportunities to all employees and applicants for employment and to maintaining a work environment that is free from discrimination without regard to race, color, religion, sex, national origin, age, disability or genetics. In addition to federal law requirements, we comply with applicable state and local laws governing nondiscrimination in employment in every location in which the company has facilities. This policy applies to all terms and conditions of employment, including recruiting, hiring, placement, promotion, termination, layoff, recall, transfer, leaves of absence, compensation and training.
