Vice President of Operations - Insurance
hace 6 días
Shelton
Job Description William Raveis Real Estate, Mortgage & Insurance (WRRE) is the #1 family-owned real estate company in the Northeast and Florida. CEO William Raveis founded the luxury brokerage nearly 50 years ago and has turned it into a multi-billion-dollar real estate powerhouse with more than 4,400 talented sales associates across 140 offices. WRRE is the only privately held firm offering the most complete set of best-in-class services: from buying and selling with state-of-the-art marketing tools, to renovating and staging, to mortgage, insurance and closing services. Essential Functions: William Raveis Insurance, VP of Operations, will oversee the daily operations of a $55 million premium volume agency with a footprint in eight states. The VP will collaborate with the Principal, CSR Manager and Regional Sales Leaders in the management of the agency staff, procedures, and workflow to develop a successful agency with an eye to the future. Working in partnership with over sixty insurance companies, there is a wide range of responsibilities and required skills including, but not limited to: • Problem-Solving. The VP of Operations will handle and settle escalated and complicated customer service and internal staffing issues., • Business Management. Make informed decisions that not only protect but contribute to the long-term success of the agency. Ensuring that Agents are acting in the best interest of both the agency and our clients., • Data Analysis. The ability to collect, analyze and present data to executives in a way that they can understand and learn from. Make necessary recommendations for improvement and growth., • Technological proficiency. The ability to not only navigate all platforms related to an insurance workplace but also proactively investigate future software needs., • Manage admin team, assist in managing Sales Producers, Production Assistants/ Service Staff., • Oversee Administrative/CSR team including training, procedures, and career development., • AMS software management – Administrator, carrier data, reporting., • Ivans Administrator – download., • o Policy downloads and accounting downloads., • Carrier Administrator - 80 different companies across multiple states., • Onboarding of new hires:, • o Carrier/software logins and appointments, • o Marketing Materials/website set up/equipment., • o AMS training, • Monthly New Business Production Report including gross commissions and cancellation chargebacks., • Monthly Capture report for Real Estate and Mortgage/Quarterly results, • Calculate and process Producer/CSR commissions., • Monthly Insurance Stats, • Onboarding of new carriers – application, contract, setting up, • Reconciliation of carrier Direct Deposits, • o Code – document and reconcile in AMS and externally for accounting department., • o Reconcile commission statements associated with deposits., • Reconciliation of carrier commission checks, • o Code – document and reconcile commission statements and input into AMS then make deposit for accounting department., • E&O policy maintenance/processing of renewal application., • Concur approvals of agency vendors and staff invoices., • Oversee Winback campaigns/missed Romio deals/monoline policy solicitations., • Accounting check requests – approval and reconciliation in AMS., • Agency and Employee licensing management, • CSR renewal management, • o Manage renewal monthly spreadsheets, gap reports, monitor retention., • Marketing, • o Work with Marketing Rep for social media content, weekly meeting slides, marketing materials, etc., • Year End Reports, • o Throughout the year collect then report data for annual reports, Realty Alliance, Profit sharing, etc., • Work with Agency Principal to anticipate the needs of Agency and Staff., • Compile miscellaneous reports/date analysis as requested by Agency Principal and/or President., • Handle Insurance Commissioner issues/Carrier escalated issues/E&O claims., • Create processes and procedures along with service manager and regional managers for staff. Hours of Work · NOT a remote position. This position is full-time in the office. Standard work hours are Monday-Friday 8:30am – 5pm, with regular and predictable attendance. Company DescriptionWilliam Raveis Real Estate: A multi-billion-dollar company for real estate, mortgage, and insurance and the nation’s #1 independent family-owned real estate brokerage in the Northeast and Florida according to Real Trends. CEO William Raveis founded the luxury brokerage 50 years ago and has turned it into a real estate powerhouse with more than 4,400 talented sales associates across 140+ offices. WRRE is the only privately held firm offering the most complete set of best-in-class services: from buying and selling with state-of-the-art marketing tools, to renovating and staging, to mortgage, insurance and closing services.William Raveis Real Estate: A multi-billion-dollar company for real estate, mortgage, and insurance and the nation’s #1 independent family-owned real estate brokerage in the Northeast and Florida according to Real Trends. CEO William Raveis founded the luxury brokerage 50 years ago and has turned it into a real estate powerhouse with more than 4,400 talented sales associates across 140+ offices. WRRE is the only privately held firm offering the most complete set of best-in-class services: from buying and selling with state-of-the-art marketing tools, to renovating and staging, to mortgage, insurance and closing services.