Senior Customer Account Specialist

First American

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

Posted 11/10/2026full-timeRemote • South Carolina • United StatesSenior💰 $58,425 - $77,875 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 sales collaboration within the mortgage or insurance industry. Proficient in analyzing customer needs and providing tailored solutions while delivering effective training and product demonstrations.

Highest-signal resume keywords

Customer Relationship ManagementTechnical SupportSales CollaborationTrend AnalysisProcess Improvement

ATS Keywords

Tailor your resume

Applicant Tracking System Keywords

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

Hard Skills

Customer ServiceProblem AnalysisTroubleshootingProduct DemonstrationData Analysis

Soft Skills

Verbal CommunicationWritten Communication

Tools & Technologies

Microsoft WordMicrosoft OutlookMicrosoft ExcelMicrosoft AccessMicrosoft PowerPointInternet ExplorerSiebelSWANPTSA/R

Industry Keywords

Mortgage IndustryInsurance IndustryCustomer TrainingSales ActivitiesPublic Relations

About the role

Key responsibilities & impact

Establish, build, and maintain mutually beneficial relationships with assigned Specialty Markets clients
Provide first-tier/routine through second-tier/complex customer service
Analyze customer needs, identify problems, research issues, and recommend solutions
Perform trend analysis of issues and market conditions, informing product, policy, and process changes
Visit client sites and 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 support
Recommend process improvements, product enhancements, and software changes; test alpha software and provide recommendations
Provide technical support by analyzing customer systems, troubleshooting problems, coordinating fixes, and resolving issues
Participate in sales activities including recommending and closing sales enhancements/add-ons, customer sign-ups/set-ups, qualifying customers, providing pricing plans, coordinating contracts, supporting deal closure, and participating in trade shows

Requirements

What you’ll need

Bachelor's degree or equivalent combination of education and experience
5-7 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

Benefits

Comp & perks

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