Commercial Lines CSR

Job Description

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 systems

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.

Company Description

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.