Onboarding Specialist

Job Description

The Onboarding Specialist is the first point of contact when Agents are joining the CanZell, and is responsible for serving our Agents throughout the onboarding process. In this Onboarding Specialist position, attention to detail, ability to follow through processes, and building relationships are the KEY ingredients to our team’s success. The ideal candidate is an extremely detail-orientated person who thrives in a fast-paced business environment, working independently to meet deadlines, coordinating with multiple leaders and has a supportive and approachable communication style. The Onboarding Specialist must be punctual, maintain excellent attendance, conduct themselves in a professional manner, must be able to trouble-shoot and problem solve on their own, be flexible and responsive, have the ability to prioritize and multi-task, must have superior oral and written communication skills, must be able to look ahead pro-actively turning moments of ‘down time’ into productive time, and always be mindful of how their behavior and interactions reflect on the Department, their Supervisor(s), and the company as a whole.

Key Responsibilities:

Onboarding Specialists may be responsible for, but not limited to, the following:

  • Assist in developing new processes to make the Agent onboarding experience perfect
  • Communicate effectively to ensure new Agents are well informed about updates within CanZell Realty
  • Assist Agents with any issues that may arise while onboarding with a new brokerage
  • Contact new onboarding Agents a minimum of 4 times throughout the first month joining
  • Ensure all new Agents are signed up for and attend all new Agent training
  • Ensure all new Agents have full access to all systems offered with joining CanZell
  • Ensure licenses are transferred and posted in local offices
  • Set up all new email communication including email, Slack, Workplace and more
  • Set up new Agents in systems to ensure monthly E&O fees are collected
  • Send required documents for signature and audit received documents through onboarding process
  • Add all new agents to the national Regus Enterprise account
  • Train new Agent training a minimum of once per week
  • Monitor social media such as Facebook, Instagram, Twitter, etc.
  • Assist with joining the agents local MLS if we have not done so already
  • Answer questions from Agents via phone, chat, email and ticketing system
  • Contribute to the development and management of departmental training materials
  • Contribute to the documentation, processing, and continuous updating of departmental SOP’s (Standards of Practice)
  • Identify areas for improvement in working with new and veteran Agents
  • Support Agents and other internal departments by phone, email, chat, support tickets, or in person
  • Learn basic information about the real estate industry
  • Create, edit, post, and maintain Onboarding instructional videos
  • Import and export data from technology platforms as needed
  • Contribute to the monitoring of the department’s incoming email communication
  • Support other departments as it relates to training and supporting our Agents
  • Participate in employee cross-training opportunities

Make the jump into your future

Florida | North Carolina | Virginia | Louisiana | California | Colorado | Tennessee | Illinois | New Jersey | Washington | Maryland | Pennsylvania | Texas | Georgia | South Carolina | Indiana

We use cookies to bring you a better online experience.