Agent Onboarding Specialist - Eastern time US Based Remote

Lensa; Chicago (IL); Remote; USD 40,000 - 55,000; Full time

Job summary

A leading real estate brand is seeking an Agent Onboarding Specialist to ensure a seamless onboarding experience for agents. This remote role requires strong communication skills and customer service experience. You will manage the onboarding process and support branch leaders in recruiting top-tier agents.

Qualifications

• 2+ years customer service experience preferred.
• Prior real estate office experience strongly preferred.

Responsibilities

• Manage the onboarding experience for all agents.
• Assist with the application or transfer of the agent’s state license.
• Provide an initial overview of DESK focusing on account activation.

Skills

Customer Service

Communication

Problem Solving

Tools

Microsoft Office

Adobe Acrobat

Power BI

Job description

Agent Onboarding Specialist - Eastern time US Based Remote

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Lensa is the leading career site for job seekers at every stage of their career. Our client, Anywhere Real Estate, is seeking professionals. Apply via Lensa today!

This is a 100% remote role; however, the ideal candidate will be willing to work Eastern Time Zone hours.

Job Summary

As an Agent Onboarding Specialist (AOS), your role involves ensuring a seamless onboarding experience for all agent affiliations at Coldwell Banker. You’ll be responsible for coordinating and overseeing the onboarding process, making sure each affiliation is smooth, valuable, and sets up agents for success.

Essential Job Duties

• Manage the onboarding experience for all agents.
• Create and process all new agent affiliations through OnBase and associated systems, including digital signing systems.
• Assist with the application or transfer of the agent’s state license.
• Assist with the application or transfer of the agents' MLS or Realtor Board accounts.
• Collect and vet DBA, team, or assistant information for new agents/teams.
• Act as primary liaison with Licensing to ensure compliance with regulations.
• Manage the interactive onboarding checklist and follow up with internal partners to ensure new agents are properly set up and have access to all CBR agent tools.
• Provide an initial overview of DESK focusing on account activation, enrollment, and profile setup.
• Assist with initial headshot, bio, and contact uploads into marketing products.
• Assist with initial marketing material orders, such as signage, business cards, badges, etc.
• Manage the "warm hand-off" to branch leaders and Agent Support Teams after onboarding.

Branch Leader Support

• Facilitate consistent communication with branch leaders regarding onboarding.
• Support branch manager recruiting efforts for top-tier agents as requested.

Qualifications

• 2+ years customer service experience preferred; prior real estate office experience strongly preferred.
• Strong written and verbal communication skills.
• Technologically proficient with various operating systems and software, including Microsoft Office, Adobe Acrobat, and Power BI.
• Effective communication skills with diverse audiences.
• Ability to work remotely with self-discipline and high productivity.
• Customer-focused, creative problem solver, adaptable to workload and schedule changes.

Company Information

Coldwell Banker is a leading real estate brand with extensive global presence. Anywhere Real Estate Inc. (NYSE: HOUS) owns Coldwell Banker and other major brands, supporting nearly 1 million transactions annually across over 118 countries. We value talent, innovation, and a people-first culture, recognized as a great place to work and ethical leader in the industry.

Additional Details

• Seniority level: Entry level
• Employment type: Full-time
• Job function: Sales and Business Development