[Remote] CCI Representative, Guardian
Note: The job is a remote job and is open to candidates in USA. Porch Group is a leading vertical software and insurance platform, and they are seeking a CCI Representative to collect and validate closing company information for timely revenue collection. This role involves communication with agents and clients, managing transaction details, and ensuring accurate invoice submissions.
Responsibilities
- Communicate with agents and clients via calls, texts, and email to secure required closing company information
- Manage ongoing follow-ups for active transactions using a structured cadence and record accurate progress notes in internal system
- Confirm, adjust, and update invoice fees based on current order details
- Ensure invoices are submitted to the correct closing companies before closing deadlines
- Download, organize, and review daily reports to monitor aging and prioritize work
- Maintain accuracy and completeness of transaction data and escalate delays or missing details when necessary
- Provide excellent customer service and build positive relationships with internal and external partners
Skills
- Prior experience in customer service or a related support role
- High attention to detail with strong accuracy in data entry
- Ability to work under pressure and meet strict deadlines
- Effective multitasking and time-management skills
- Tech-savvy — comfortable navigating multiple tools and platforms (CRM, reporting tools, etc.)
- Strong written and verbal communication skills
- Workspace: A quiet space to work, an internet connection of at least 30 Mbps download | 10 Mbps upload
- Equipment: a laptop (or a desktop computer) and an internet connection that meet our minimum requirements
Benefits
- Paid initial training
- Ongoing training to help you develop in your role and career
- Real opportunities for career growth
- Support: You’re working from home, but not alone! Your team is available in real-time to help you be successful!
- Work/Life Balance: This is a 100% remote job, which means no more time wasted in traffic! Spend more time at home, where your family needs you!
Company Overview