Producer Assistant
2 months ago
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:
As a result of ongoing growth, WRRE is seeking a proactive and organized Producer Assistant to join our insurance agency. As a Producer Assistant, you will play a critical role in supporting our insurance agent by handling various tasks related to policy processing, client communication, and agency operations.
Responsibilities:
Applications:
- Assist clients in completing insurance applications accurately.
- Review applications for completeness and accuracy.
- Submit applications through the appropriate channels (e.g., DocuSign).
Binders:
- Prepare binders for new policies.
- Coordinate with carriers to issue binders promptly.
Policy Issuance:
- Process policy issuance, ensuring accurate policy details.
- Address any post-close issues related to policy issuance such as inspection follow ups and flood zone determinations.
Post-Close Issues:
- Handle immediate post-close issues, including carrier-related issues.
- Collaborate with Customer Service Representatives (CSRs) to resolve client inquiries.
EOM Tracker Preparation:
- Maintain the End-of-Month (EOM) tracker.
- Verify that policies are correctly recorded in our agency management system (AMS).
- Obtain declaration pages from carriers if policies are missing.
2As and LPRs (License Plate Registrations):
- Assist clients with 2A forms (proof of insurance) and LPRs.
- Ensure timely submission to relevant authorities.
Carrier Calls:
- Handle routine carrier calls related to policy status, endorsements, or general inquiries.
- Escalate complex or serious issues to the insurance agent.
Qualifications:
- High school diploma or equivalent.
- Proficiency in using agency management systems (e.g., Vertafore AMS360, EZ Lynx) and Microsoft Office Suite.
- Excellent communication skills (written and verbal).
- Detail-oriented and able to manage multiple tasks.
- Prior experience in the insurance industry preferred.
Benefits:
- Competitive salary
- Health insurance
- Retirement savings plan
- Professional development opportunities
If you are a motivated individual with a passion for insurance and administrative excellence, we encourage you to apply Please submit your resume and a cover letter detailing your relevant experience.
Company DescriptionWilliam Raveis Real Estate, Mortgage & Insurance provides real estate, mortgage, insurance and settlement services to the consumer. We have approximately 520 employees who make up our management, headquarters staff, mortgage, insurance and settlement companies.Company DescriptionWilliam Raveis Real Estate, Mortgage & Insurance provides real estate, mortgage, insurance and settlement services to the consumer. We have approximately 520 employees who make up our management, headquarters staff, mortgage, insurance and settlement companies.-
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