Commercial Account Manager/ Personal Lines Surplus jobs in United States
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William Raveis Real Estate, Mortgage & Insurance · 4 hours ago

Commercial Account Manager/ Personal Lines Surplus

positionUnited States
timeFull-time
remoteRemote
seniorityMid Level

William Raveis Real Estate, Mortgage & Insurance is a leading real estate company renowned for its excellence across various regions. The Commercial Account Manager/Personal Surplus Lines role is responsible for managing client accounts, building relationships, and providing exceptional customer service, while overseeing insurance policies and ensuring compliance with regulatory standards.

InsuranceReal EstateReal Estate BrokerageReal Estate Investment

Responsibilities

Managing client accounts
Building relationships
Providing exceptional customer service
Overseeing insurance policies
Evaluating and implementing surplus lines coverage
Analyzing customer needs
Delivering tailored recommendations
Collaborating with internal teams to ensure efficient processes and compliance with regulatory standards
Contributing to the overall growth and success of the organization

Qualification

Insurance policies knowledgeSurplus lines productsCommercial account managementCustomer relationship buildingTechnology platforms proficiencyProblem-solvingState insurance licensingCommunication skillsNegotiation skillsCollaboration skillsAttention to detailAdaptability

Required

Strong knowledge in insurance policies, surplus lines products, and commercial account management
Proven abilities in customer relationship building, problem-solving, and providing personalized solutions
Proficient in communication, negotiation, and collaboration, with attention to detail in documenting client needs
Experience with technology platforms and proficiency in tools for insurance and account management
Ability to work independently in a remote setting and adapt to fast-paced environments
State insurance licensing for commercial or surplus lines

Company

William Raveis Real Estate, Mortgage & Insurance

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From Manhattan to Maine, Naples to Nantucket, William Raveis Real Estate, Mortgage & Insurance sets the gold standard for civilized real estate.
dateFounded in 1974
location
Shelton, Connecticut, USA
people-size1001-5000 employees
web-link
http://raveis.com

Funding

Current Stage
Late Stage

Leadership Team

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Daniel Farr
Chief Financial Officer
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Jack Elkins
Senior Realtor Associate & Manager Palm Beach/Manalapan FL
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Recent News

HousingWire.com
William Raveis plans AI-driven growth, possible NAR exit in 2026
2025-12-18
PR Newswire
William Raveis Announced as the Exclusive Presenting Sponsor for Nantucket by Design
2025-12-01
PR Newswire
Home sellers who paid a commission to a real estate agent may benefit from Settlements totaling over $42 million
2025-10-21
Company data provided by crunchbase