Insurance Customer Service Representative

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:

William Raveis Insurance is seeking a Property & Casualty licensed Insurance Customer Service Representative to service Connecticut and upper New England. As a professional in Personal Lines Insurance, you will join our commitment to provide our clients and customers with quality products and outstanding service for every transaction. William Raveis Insurance has been a full-service in-house insurance company since 1984 with a remarkable record of growth and success.

Customer service representatives must possess the skills to service a full Personal Lines insurance portfolio while effectively working on cross-selling and retention. This is a fast-paced environment where the ability to multi-task & the flexibility to meet shifting priorities are critical to success.

Essential Functions:

• Promote William Raveis Insurance Company’s complete line of products and services, including homeowner’s and auto insurance to customers, both internal and external.
• Manage a large, established book of lines business
• Proactively identify cross-sell and upsell opportunities to expand client coverage and apply your in-depth product knowledge to cross-sell our products to new and existing customers.
• Provide exceptional service to existing clients, addressing inquiries and policy changes in a timely manner
• Work as a team with our Insurance Producers to proactively manage and review current portfolios for expiry dates and add-on coverage when feasible.
• Handle all aspects of the renewal process, including reviewing coverage, preparing quotes, and identifying potential gaps.
• Track and manage non-renewals, working to retain business when appropriate
• Contribute to the development, growth, and expansion of our Raveis family of companies which includes 4,400+ real estate agents and in-house mortgage bankers.
• Utilize agency management systems to document activity, update client records, and manage workflows efficiently
• Service our Insurance Producers’ assigned customers and prospects with a best-in-class service commensurate with our company values of honesty and integrity.
• Maintain strong relationships with carriers and underwriters to ensure favorable outcomes for clients
• Collaborate with producers and internal teams to ensure a seamless customer experience
• Meet goals as established by the hiring manager.
• Thrive in a fast-paced business environment and pivot to respond to shifting priorities.

Qualifications & Benefits:

• A minimum of 1 year servicing P & C products with call center experience a plus!
• Must have a current P & C license.
• Independent and strong work ethic.
• Ability to stay current on industry trends, carrier guidelines, and coverage options
• We offer a fixed salary, commission on newly written business, and a generous benefit package.

Hours of Work

· NOT a remote position but is a hybrid position. Standard work hours are Monday-Friday 8:30am – 5pm, with regular and predictable attendance.