Assistant Account Manager

FNF ® is the leading provider of title insurance and settlement services to the real estate and mortgage industries.  FNF ®'s various mortgage and real estate services companies provide services that complement our title insurance business. From a full-service qualified intermediary, home warranties, UCC insurance, relocation services, and notary services, we provide essential services to fulfill the needs of a changing real estate industry. FNF ® believes the power of technology can elevate the real estate transaction.

From investments in title and escrow software to industry-leading real estate partner solutions, we take our commitment to provide real estate professionals and consumers with a truly reimagined, transparent, connected, and trusted real estate experience to heart.

POSITION OVERVIEW

Fidelity National Financial (FNF) and its family of companies, is seeking an entrepreneurial and motivated Assistant Agency Account Manager to support our agency operations in the Kansas City area. This role supports the Agency Account Manager and department staff in the efficient day-to-day operation of the Central States Agency Department. Working under general supervision, this position independently coordinates a broad range of administrative, operational, and agent-support activities.

Responsibilities may include processing agency applications, establishing and maintaining agent files, reviewing monthly policy reports and payments, supporting department communications and events, and resolving routine issues within established guidelines. Success in this role requires strong communication, organization, customer service, decision-making, and problem-solving skills.

LOCATION

This is a hybrid position based in our Lees Summit, MO office.

DUTIES & RESPONSIBILITIES

Agency Onboarding and Records

Process new agency application packages and maintain the application tracking system.

Prepare and process agency contracts, amendments, and related documentation.

Establish, maintain, and update agent files and departmental records.

Maintain current E&O insurance and agent licensing records.

Complete and approve AgentTrax registrations.

Agent Support and Account Administration

Respond promptly and professionally to agent requests and inquiries.

Train and support agents in the use of AgentTrax.

Assist agents with ePay and eRemit support and administration.

Apply customer payments as required.

Work with agents to resolve monthly account discrepancies and collect accounts receivable.

Manage policy corrections and issue prior policies and endorsements as needed.

Track high-liability approval requests.

Claims and Compliance Support

Notify agents of new claims and obtain agent files on behalf of the Claims Department.

Support administrative requirements for continuing education, including course approval submissions and agent CE credit reporting.

Communications, Events, and Webinars

Coordinate agent communications through Constant Contact, including bulletins, invitations, and email campaigns.

Plan and coordinate agency seminars and other events, including venues, food and beverage, and décor.

Set up and coordinate webinars.

Work with Marketing Team to create event flyers.

Department Administration

Provide administrative support to the Agency Manager and Account Managers.

Prepare reports, maintain files, answer telephone calls, order supplies, and submit invoices to Accounts Payable.

Create and track invoices.

Perform other duties as assigned.

MINIMUM REQUIREMENTS

Exceptional customer service and professional communication skills.

Strong attention to detail and a consistent commitment to accuracy.

Excellent organizational skills and the ability to manage multiple priorities.

Dependable, flexible, and able to perform effectively under deadlines and pressure.

Sound judgment and the ability to solve problems efficiently and creatively.

Proactive, accountable, and willing to ask questions when clarification is needed.

Self-motivated and able to work independently within established guidelines.

Proficiency in Microsoft Word, Excel, Outlook, and Canva; Constant Contact experience is a plus.

Ability to perform basic bookkeeping and mathematical calculations.

Ability to maintain confidentiality and handle sensitive information appropriately.

Collaborative, team-oriented approach.

Ability to understand and follow company policies and procedures.

PREFERRED EXPERIENCE

Experience working with legal documents.

Ability to organize, retain, and retrieve a large volume of information.