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.
Summary:
William Raveis Real Estate, Mortgage, and Insurance is currently seeking a self-motivated, detail-oriented individual to fill an Acquisition Integration Manager/Career Development position in our Shelton, CT Headquarters. This position will work closely with the CFO and the SVP of Career Development to help guide the company acquisitions and to integrate effectively into the company.
Responsibilities include:
Serve as an organizational leader for the planning and execution for company acquisitions and partnershipsMain liaison in the field for acquired companies and partnershipsManage the transition period and present recommendations to executive leadershipCreate and deliver a disciplined integration strategy, process, and execution planDevelop and execute a project timeline with comprehensive plans and schedulesDevelop a detailed budget and manage all expenses as it relates to acquisitionRegular reporting to executive management on project/statusCoordinate and follow-up with departmental managers on their progress and statusCoordinate meeting schedules and review processes on an on-going basisFacilitate groups and develop quick strategies that communicate and provide directionDevelop a strong understanding of the business needs associated with integration effortsAdapt and re-calibrate plans as situations evolveCreation and timely updates to How-To/Step by Step PDFs and associated training slides as part of career development in the field presentations to the sales staffUnderstand the Company’s technology and operating platform
Successful candidate’s qualifications/skills:
10+ years’ project management experience5+ years’ managing projects related to mergers and acquisitions5+ years’ training experienceReal Estate experience is a plusExtensive travel required, which includes overnight stays during integration of acquired companies and also required for field training assignments with sales force.Excellent leadership and interpersonal skills with high business acumenStrong understanding of advanced project management tools and techniquesAbility to learn quickly and adapt to new circumstancesStrong organizational and communication skills; both verbal and writtenMicrosoft 365 Suite (Word, Excel, Power Point, Office 365)
Hours of Work
This position is a full-time, 40 hours/week part-in-office at our Shelton, CT office part out in the field. 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 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 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. Read Less
William Raveis Real Estate, Mortgage & Insurance (WRRE) is the #1 family-owned real estate company in the Northeast, South Carolina, and Florida. CEO William Raveis founded the luxury brokerage over 50 years ago and has turned it into a leading real estate firm with more than 4,300 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.
Summary:
As a result of ongoing growth, WRRE is adding a Commercial & Residential Handyman to the team. This position is responsible for the timely resolution of facility issues for the company. The position also requires travel throughout the Raveis footprint with offices located throughout CT, MA, NY, FL, SC, and NH to handle maintenance tickets and to check on office conditions.
Essential Functions:
Commercial & Residential Handyman: a variety of maintenance and general repair upkeep work at various offices including residential repairs including:
Cleaning and maintenance of common spaces, hallways & stairwells, assess water leaks – basements & roofs.Regularly replaces or repairs: windows, latches, screens, hinges, doors, shelves, base boards, mirrors and closets, cabinets, and countertops.Light general plumbing repairs and replacement of leaking fixtures, faucets, valves, garbage disposal and toilets.General carpentry services related to painting, blinds, shades, drywall, caulk, grout, install TVs & brackets, hang accessories, change door locks
o Assist with furniture installs and clean ups.
o Move office furniture (lateral cabinets, desks)
o Residential apartment repairs
Basic repair and replacement including thermostats, electrical and appliances; troubleshoot no power to electrical outlets, change light bulbs, reset timersReports to Service Manager regarding any problems and/or issues relating to safety or management of the property.Perform and document safety and facilities inspectionsAssist in exterior maintenance by performing landscape and horticultural maintenance, including manual labor such as walkway/driveway cleanup, weeding, shoveling, lifting, mulching, watering, or transporting materials as needed to ensure an organized and neat building appearance.Oversight on office renovations, office consolidations, office downsizing, and office openings. Coordinate schedules with contractors and vendors to ensure timely completion.Knowledge, Skills and Abilities:
· 8-10 years’ experience in Commercial & Residential
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 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 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. Read LessWilliam 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.
Summary:
The mortgage Underwriter will be responsible for the day-to-day underwriting process including rendering credit decisions on incoming applications, underwriting mortgage commitments and verifying supporting documentation.
Essential Functions:
Underwrites large or more difficult/complex residential loansEnsures compliance with appropriate company and secondary market, investor standardsExamines loan documentation for accuracy and completenessWorks with loan originator or production staff to secure all required documentsMay provide training and direction to more junior staffHave authority to withdraw and decline loansResponsibilities include one or several types of mortgage lending (i.e.: conventional, government backed, etc)Additional Responsibilities:
May develop and recommend modifications to underwriting and production proceduresMay respond to individual and investor auditsKnowledge, Skills and Abilities:
Widely recognized as an underwriting expertAdvanced computer skillsBuilds and manages extensive networks of internal and external relationshipsExcellent analytical, interpersonal and verbal/written communication skillsUnderstanding of legal, regulatory, economic, competitive and technology environments, which may affect real estate lending programsIn-depth expertise in multiple underwriting specializations including some FHA or VA experienceDE and Non-QM experience is a plus5+ years underwriting experience required4 years college degree preferred or equivalent experienceSpanish speaking a plus
Physical Demands:
Position requires individual to sit mostly at a desk, answering phone with some bending, reaching, walking, and occasional squatting. There is constant handling, grasping, feeling, hearing, and use of a mouse as a repetitive motion. Maximum requirement to lift is no more than 20 lbs.
Hours of Work:
NOT a remote position. This role is in office, standard work hours are Monday through Friday from 9:00 am – 5:00 pm 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 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 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. Read Less
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 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
William Raveis Insurance is seeking a dynamic Insurance Producer to expand and maintain existing relationships Westchester County and NYC metro and capitalize on embedded leads from Real Estate and Mortgage. As a professional in Personal Lines Insurance, your talents will join ours in our commitment to providing our customers with quality products and outstanding service which will contribute to our remarkable 20% growth over the past 5 years. This is a fast-paced environment where the ability to multi-task & the flexibility to meet shifting priorities are critical to success. We are affiliated with New England's largest real estate company (over 4,400 agents) as well as a mortgage company, the property insurance leads are abundant.
Summary:
Sell home, auto, umbrella, and specialty lines for high-value clients to affluent households across Westchester County and the NYC metro. Leads come in through warm introductions from our 4,400+ William Raveis real estate agents and in-house mortgage bankers, in addition to your established sphere of influence. Earn a fixed salary with generous benefits, plus unlimited monthly commission. Own a consultative sales process in a luxury environment where discretion and service excellence matter.
Essential Functions:
Develop new business by working with our family of real estate agents and mortgage brokers and seek opportunities to expand existing business from an active pipeline of leads to develop into clients.Promote and sell William Raveis Insurance Company’s complete line of products and services, including homeowner’s and auto insurance to clients and customers.Network and nurture business partnerships and opportunities with clients, both internal and external.Educate prospective customers on their insurance coverage options.Assess clients’ current insurance policies recommend additional coverage to meet their goals and objectives.Develop new opportunities to grow and expand business within our Raveis family of companies which has 4,400+ real estate agents and in-house mortgage bankers.Maintain and nurture an assigned pipeline of active customers and prospects.Meet conversion goals as established by the hiring manager.Be able to navigate and pivot shifting priorities in a fast-paced business environment.
Qualifications & Benefits:
Must have a minimum of 2-3 years of sales & service with preference given to applicants with P&C product experience in New York.Ability to travel to local offices for in-person meetings
We offer a fixed salary and generous benefits, along with unlimited monthly commission.
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 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 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. Read Less
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 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.
Summary:
This position provides marketing and administrative support to Sales Manager and Real Estate Agents.
Job Responsibilities:
Property Listings Management & Administrative Support
MLS (Multiple Listing Service) support.Transaction management (SkySlope platform) auditing, training assistance, check scanningM&T desktop check depositing and check printing.Order For Sale Sign installation & removal for every Listing.Professional Office Communications: Email, Yammer, Company Contests, Local Events.Receptionist Duties; answer incoming calls and direct business appropriately.Submit and track agent marketing reimbursements.
Facilities Management Support
Office A/P invoice processing via Concur platform.Maintain and order office supplies.Troubleshoot printer issues. Copier toner supplies.Communication with Headquarters departments via KACE Ticketing System.
Marketing
Awareness & compliance of Company branding, social media and marketing standards.Weekly Office Recap email and Area Market Statistics creation.Office window brochures; create, print and maintain with updated properties.Manage Office’s Social Media account create/post to IG/FB per calendar, including branded reels to support offices’ culture (Sales mtgs, Mortgage Lunch & Learns, etc.)Assist Sales Manager with planning and executing office events: sales meetings, lunch & learns, awards luncheon, annual fundraiser, holiday parties, etc. Create corresponding marketing materials: invitations, signage, QR code flyers.Support for our Sales Associates with a variety of Marketing tasks & Company tools.o Raveis.com, Moxi Present CMA agent web page support; profiles/bios, testimonials, adding videos.
o CRM (Customer Relationship Management) - Raveis365+ Cloze platform
o Social Media support for Sales Agents to effectively promote their brand across digital platforms.
o Marketing support using company templates on MAXA (online print and digital platform).
o General Marketing support and proactive planning individually with Sales Associates.
o Plan and execute Group Workshops on company tools & initiatives.
o Log agent touch points into KACE Marketing Activities system.
New Agent Setup
Onboard new sales associates – Complete all items on the ‘New Hire’ onboarding ticketRaveis 365 Overview and tool training.Update office roster, cell phone and address lists.
Knowledge, Skills and Abilities:
Experience in Real Estate office environment, with a solid understanding of MLS systemsBachelor's degree or equivalent work experience.Proficiency in Microsoft 365 SuiteAdvanced social media experience.Ability to prioritize; meeting shifting demands in a sales environment.Ability to work autonomously. Responsible for making decisions at the local office and communicating closely with management. The ability to stand by those decisions when given a task, and to drive involvement with the agents.Excellent written, editing and communication skills. Typing accuracy and speed on computer.Strong customer service skills.
Physical Demands:
This position requires an individual to sit mostly at a desk, working on a computer. On occasion the position requires standing, reaching, bending, squatting and walking. The maximum requirement to lift is no more than 20 lbs.
Hours of work:
Full-time, Mon-Fri 9am-5pm... (8 hours per day)
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 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 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. Read Less
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.
Summary:
We’re seeking a dedicated Regional Transaction and Compliance Coordinator for our South Shore, MA offices. This role plays a critical role in supporting the sales team in the execution of Residential Real Estate transactions.
Essential Functions:
The role of the RTCC is transaction compliance and processing for multiple offices. This position is based in office and may include some travel to another local office.
Manage listings, sales, and rentals in Skyslope (transaction management system) for compliance ensuring all data is accurate and up to date.Daily audit of MLS-to-Skyslope to ensure activity for all listing and deals transactions have been entered.Review paperwork in Skyslope and notify agent of any incomplete or missing information/forms.Establish office procedures to ensure that transaction information is received in a timely manner.Assist agents with Skyslope training as needed.Accurate entry of all transactions into Romio (Profit Power commission accounting software); update Business Partners, client info, concessions, commissions, and transaction notes.Bill for Closing Commission invoices - send to agents or attorney’s according to office protocol.Verify selling price, listing/selling percentage and commission are correct and match Romio data.Create ‘team spreadsheets’ for commission payments to be approved by lead ‘Mega’ agent.Request Escrow payouts.Deposit checks into desk scanner and attached to transaction in Skyslope.Communicate with Relocation on necessary transactions.Verification of information entry to Romio: client info, business partners, commission info, check information, co-broke information, notes.Monitor ‘Pending Report’ daily and track closing dates by contacting agents via e-mail or phone.Update Closing Dates in Romio as needed.Month-end review of all closing dates to ensure proper reporting.Request W-9’s from outside brokers.Submit transaction inquiries to Kace (ticketing system) monitored by our Agent Relations Division.Reconcile and post escrow deposits.Monthly reconciliation between Skyslope, MLS and Romio.Work with our Agent Relations Team on escrow and agent payments to ensure all information is correct prior to closing.Attend biquarterly office Sales Meetings.Knowledge, Skills, and Abilities:
Microsoft 365 Suite.Must have a good understanding of the MLS systems, real estate knowledge and communication skills.Strong customer service skills.Ability to prioritize and multitask to meet the shifting demands of central processing.Typing accuracy and speed on computer.Hours of work:
NOT a remote position. This position is based in office and may include some travel to another local office. Standard work hours are Monday through Friday from 8:30am – 5:00pm 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 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 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. Read Less
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.
Summary:
We’re seeking a dedicated Regional Transaction and Compliance Coordinator for our office in Fairfield County. This role plays a critical role in supporting the sales team in the execution of Residential Real Estate transactions.
Essential Functions:
The role of the RTCC is transaction compliance and processing for multiple offices. This position is based in office and may include some travel to another local office.
Manage listings, sales, and rentals in Skyslope (transaction management system) for compliance ensuring all data is accurate and up to date.Daily audit of MLS-to-Skyslope to ensure activity for all listing and deals transactions have been entered.Review paperwork in Skyslope and notify agent of any incomplete or missing information/forms.Establish office procedures to ensure that transaction information is received in a timely manner.Assist agents with Skyslope training as needed.Accurate entry of all transactions into Romio (Profit Power commission accounting software); update Business Partners, client info, concessions, commissions, and transaction notes.Bill for Closing Commission invoices - send to agents or attorney’s according to office protocol.Verify selling price, listing/selling percentage and commission are correct and match Romio data.Create ‘team spreadsheets’ for commission payments to be approved by lead ‘Mega’ agent.Request Escrow payouts.Deposit checks into desk scanner and attached to transaction in Skyslope.Communicate with Relocation on necessary transactions.Verification of information entry to Romio: client info, business partners, commission info, check information, co-broke information, notes.Monitor ‘Pending Report’ daily and track closing dates by contacting agents via e-mail or phone.Update Closing Dates in Romio as needed.Month-end review of all closing dates to ensure proper reporting.Request W-9’s from outside brokers.Submit transaction inquiries to Kace (ticketing system) monitored by our Agent Relations Division.Reconcile and post escrow deposits.Monthly reconciliation between Skyslope, MLS and Romio.Work with our Agent Relations Team on escrow and agent payments to ensure all information is correct prior to closing.Attend biquarterly office Sales Meetings.Knowledge, Skills, and Abilities:
Microsoft 365 Suite.Must have a good understanding of the MLS systems, real estate knowledge and communication skills.Strong customer service skills.Ability to prioritize and multitask to meet the shifting demands of central processing.Typing accuracy and speed on computer.Hours of work:
NOT a remote position. This position is based in office and may include some travel to another local office. Standard work hours are Monday through Friday from 8:30am – 5:00pm 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 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 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. Read Less
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 productsStrong 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.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 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. Read Less
Our organization is a leading, privately owned real estate services firm with a long-standing reputation for excellence and innovation. Built on decades of experience, we have grown into a multi-billion-dollar enterprise supported by thousands of talented professionals across a broad network of offices. We provide a comprehensive suite of real estate-related services, including residential sales, marketing, relocation support, mortgage financing, insurance solutions, property preparation, and closing services—delivering a seamless experience for clients throughout every stage of their real estate journey.
Summary:
We’re currently seeking a self-motivated, detail-oriented individual to immediately fill a Staff Accountant position in our Corporate Headquarters which will report to the Assistant Controller. They will be working closely with FP&A and the Controller. The Staff Accountant will assist with the month end close, daily transactions and preparation and review of the financial statements for the company and related reconciliations.
Essential Functions:
Assist and review month, quarter and year end closes and related GL and bank reconciliations.Prepare and review financial statements to summarize the company’s financial status, including balance sheet, income statements, and relevant statistical data.Assist with preparations for third party audits and tax returns.Understand and manage the connection between the ledger and subledger.
Knowledge, Skills, and Abilities:
Work independently with strong time management.Strong analytical, technology and organizational skills.Excellent communication and interpersonal skills.Ability to manage a team and prioritize based on deadlines.Microsoft Excel, specifically with strong VLOOKUP and Pivot table knowledge, is a must.Degree in Accounting with a minimum of a 3.3 GPA requiredStrong understanding of GAAP and applicable regulations.
Hours of Work:
NOT a remote positions, this role is full-time in office, standard work hours are; Monday-Friday, 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 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 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. Read Less
