Commercial Lines CSR
5 days ago
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 over 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. Position Overview We are seeking an experienced Commercial Lines Account Manager/CSR to join our growing insurance agency. This individual will be responsible for managing the day-to-day service, renewal, and remarketing of our commercial book. Key Responsibilities • Build and maintain strong client relationships through proactive communication and service., • Respond to customer inquiries regarding coverages, billing, claims, endorsements, certificates, and policy changes., • Provide coverage guidance and recommendations based on client needs and exposures., • Review upcoming renewals and identify accounts that require remarketing., • Coordinate with producers and carrier partners to ensure successful renewal outcomes., • Support agency retention goals through proactive account management., • Prepare and submit complete applications and submission packages., • Maintain knowledge of carrier appetites, underwriting guidelines, and market conditions., • Issue certificates of insurance, evidence of insurance, and related documents., • Manage carrier correspondence and incoming documentation., • Ensure policy servicing requests are handled accurately and timely., • Provide guidance throughout the claims process as needed., • Maintain accurate agency records and activity documentation., • Follow agency procedures and carrier requirements. Required • Active Property & Casualty Insurance License., • Minimum 3–5 years of commercial lines insurance experience., • Experience independently managing commercial renewals and remarketing accounts., • Strong knowledge of commercial insurance products, • Strong customer service, communication, and relationship-building skills., • Excellent organizational and time management abilities. Preferred • Experience working within an independent insurance agency., • Experience with AMS360 or similar agency management systemsCompany 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 over 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 over 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.