Vice President of Operations - Insurance

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 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 $40 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.
• Strong communication skills. The ability to correspond effectively with all members of the team, executives, and other internal departments.

Depending on the candidate, some responsibilities and oversight may include:

• 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 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.