What are the responsibilities and job description for the Commercial Account Manager/ Personal Lines Surplus position at William Raveis Real Estate, Mortgage & Insurance?
Company Description
William Raveis Real Estate, Mortgage & Insurance is a leading real estate company renowned for its excellence across Manhattan, Maine, Naples, Nantucket, and beyond. With a commitment to providing a premier customer experience, Raveis.com offers a robust platform that includes detailed searches, neighborhood mapping, market statistics, and community insights. The company prides itself on combining cutting-edge technology with personalized services to meet the needs of home buyers, sellers, and investors. Welcome to a company where tradition meets innovation – Welcome to Raveis.
Role Description
The Commercial Account Manager/Personal Surplus Lines role is a full-time, remote position responsible for managing client accounts, building relationships, and providing exceptional customer service. Daily tasks include overseeing insurance policies, evaluating and implementing surplus lines coverage, analyzing customer needs, and delivering tailored recommendations. The role also involves collaboration with internal teams to ensure efficient processes and compliance with regulatory standards, as well as contributing to the overall growth and success of the organization.
Qualifications
- Strong knowledge in insurance policies, surplus lines products, and commercial account management
- Proven abilities in customer relationship building, problem-solving, and providing personalized solutions
- Proficient in communication, negotiation, and collaboration, with attention to detail in documenting client needs
- Experience with technology platforms and proficiency in tools for insurance and account management
- Ability to work independently in a remote setting and adapt to fast-paced environments
- State insurance licensing for commercial or surplus lines