Customer Account Specialist

First American

. Establish, build, and maintain mutually beneficial relationships with assigned Specialty Markets clients .

Posted 9/15/2026full-timeFort Mill • South Carolina • United StatesMid-LevelSenior💰 $50,800 - $67,725 per yearWebsite

Core Competencies

Role fit

Core Competencies

Use this summary to align your resume positioning with the role.

Demonstrates expertise in customer relationship management, technical support, and process improvement within the mortgage or insurance industry. Proficient in analyzing customer needs and providing tailored solutions while effectively communicating with clients and internal teams.

Highest-signal resume keywords

Customer Relationship ManagementTechnical SupportProcess ImprovementMortgage Industry ExperienceCommunication Skills

ATS Keywords

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Applicant Tracking System Keywords

Tip: use these terms in your resume and cover letter to boost ATS matches.

Hard Skills

Trend AnalysisProblem SolvingCustomer TrainingSoftware TestingData Analysis

Soft Skills

Excellent Verbal CommunicationExcellent Written CommunicationDecision MakingInterpersonal Skills

Tools & Technologies

Microsoft WordMicrosoft OutlookMicrosoft ExcelMicrosoft AccessMicrosoft PowerPointInternet ExplorerSiebelSWANPTSA/R

Industry Keywords

Specialty MarketsCustomer ServicePublic RelationsSales ActivitiesClient Retention

About the role

Key responsibilities & impact

Establish, build, and maintain mutually beneficial relationships with assigned Specialty Markets clients
Provide first-tier/routine and second-tier/complex customer service
Analyze customer needs, identify problems, research issues, and recommend solutions
Perform trend analysis of issues and market conditions, resulting in product, policy, or process changes
Visit client offices for customer contact, servicing, public relations, training, and retention
Partner with the sales department by providing information and recommendations on customer needs
Install equipment, hardware, and software
Provide customer training and product demonstrations, including customized presentations and delivery
Liaise with offshore customer service operations and provide training and second-tier customer service support
Recommend process improvements, product enhancements, and software changes
Test alpha software and provide customer-perspective recommendations
Provide technical support by analyzing customer systems, troubleshooting problems, coordinating fixes, and resolving issues
Participate in sales activities, including recommending and closing enhancements/add-ons, customer sign-ups, pricing plans, contracts, and trade shows
Work under general supervision while setting priorities and objectives
Refer issues above scope of responsibility and approval limits to the next-level underwriter

Requirements

What you’ll need

Bachelor's degree or equivalent combination of education and experience
3-5 years of directly relevant work experience
Mortgage or insurance industry experience preferred
Proficient in Microsoft Word, Outlook, Excel, Access, PowerPoint, and Internet Explorer
Ability to learn custom applications including Siebel, SWAN, PTS, and A/R
Excellent verbal and written communication skills
Ability to visit client sites and travel to customer sites for training
Ability to independently make decisions up to an authorized amount

Benefits

Comp & perks

Medical insurance
Dental insurance
Vision insurance
401k
PTO/paid sick leave
Employee stock purchase plan
Inclusive, people-first workplace culture
Equal opportunity employment