Agent Experience Coordinator - Float

HomeServices of America; Greenfield (WI); On-site; USD 42,000 - 62,000; Full time

Benefits offered by this job

Medical

Health Savings Account

Dental

Vision

Life Insurance

Paid Vacation (PTO)

401(k) with employer match

Flexible Spending Account

Employee Assistance Program (EAP)

Job summary

HomeServices of America is seeking an Agent Experience Coordinator for our Greenfield, WI office. You will support agents with marketing, CMA/BPO, and client communications while handling general office and computer tasks in a 37.5-hour, five-day work week.

This in-office role requires strong organizational skills, proficiency with MS Office and Canva, and a collaborative approach to help agents succeed across multiple office locations as needed.

Qualifications

• Education: High school diploma required; secondary education preferred.
• Experience: 1–3 years in clerical or administrative roles.
• Marketing and social platforms experience is a plus.

Responsibilities

• Create promotional materials and CMA/BPO documents.
• Maintain client databases and websites; produce reports.
• Provide administrative support to management and sales staff; manage mail and scheduling.
• Assist marketing plans and agent training activities.
• Help new agents set up offices and MLS access; assist with license transfers.
• Serve as back-up to other office staff.
• Perform additional duties as assigned.

Skills

Communication

Customer service

Leadership

Team player

Analytical thinking

Problem solving

Project management

Attention to detail

Education

High school diploma

Secondary education preferred

Tools

Microsoft Office

Canva

Job description

WI-Greenfield-W Layton Av
Greenfield, WI 53228, USA

Description

This is an exciting opportunity to enter the fast-paced real estate environment as an Agent Experience Coordinator. This role works closely with office sales manager and top-producing agents and teams. This position provides agents with marketing and administrative support through creation of promotional pieces, broker price opinions, database search capabilities, agent website maintenance, client correspondence and by providing general office and computer assistance.This is an in-office position, working 37.5 hours/week Monday through Friday. Will work primarily out of our Greenfield, WI sales office but occasional travel to other office locations will be necessary as needed.

Job Duties and Responsibilities

1. Create brochures, flyers/postcards, marketing materials, and other promotional pieces; Comparative Market Analysis (CMA) and Brokers Price Opinion (BPO). May create letters to clients, presentation materials, sales associate introduction cards, and prepare buyers and sellers guides.

2. Set up and update client and customer sphere of influence databases; and create farming database for sales associates.Maintain internet by updating company website and sales associate’s personal websites/pages.May perform data input, maintain and monitor data files, create files and documents and produce reports.

3. Provide administrative and clerical support to management and sales associates which may include: assisting sales associates with sending and receiving company e-mails, providing computer assistance, handling written correspondence, ensuring forms are stocked, answer phones, greet visitors, route mail, prepare schedules and maintain accurate billing records.

4. May assist agents with setting marketing plans and organizing and facilitating agent training activities.

5. Assist new agents in setting up their office, getting into MLS, training on computers and office equipment.May assist with license transfer or annual license renewal.

6. May serve as back-up to other office staff.

7. Perform any additional responsibilities as requested or assigned.

Qualifications

Education:

• Minimum of high school diploma or the equivalent.
• Secondary education preferred.

Experience:

• One to three years clerical or administrative experience.
• Marketing and social platforms experience preferred.

Knowledge and Skills:

• Knowledge of real estate, title and/or mortgage business preferred.
• Strong computer/technology skills: proficient in Microsoft Office and Canva products.
• Basic proficiency of social media engagement and posting practices (Facebook, Instagram, LinkedIn, etc.).
• Excellent oral and written communication skills.
• Effective interpersonal skills, leadership abilities, and a strong customer service focus.
• Effective analytical, problem solving and decision making skills; initiative, attention to detail, and a team player.
• Project management skills: ability to prioritize and handle multiple tasks and projects concurrently.
• Ability to handle stress and work under pressure.

We offer a full suite of benefits including Medical, Health Savings Account, Dental, Vision, Life Insurance, Paid Vacation (PTO), 401(k) with employer match, Flexible Spending Account, and Employee Assistance Program (EAP)

Equal Opportunity Employer

Equal Opportunity Employer
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