Assistant Underwriter & Wholesale Commercial Insurance CSR

Tropolis Holdings, LLC; The Woodlands, Houston (TX, TX); On-site; USD 59,000 - 72,000; Full time

Benefits offered by this job

Dental insurance

Health insurance

Paid time off

Vision insurance

Job summary

WealthGuard Insurance Group in The Woodlands, TX, part of Trop lis, is seeking a Customer Service Representative, Assistant Underwriter & Wholesale Commercial Insurance CSR to provide underwriting and account servicing for wholesale accounts. The role reports to the President of Programs & Brokerage.

The candidate should have 5+ years in wholesale commercial insurance, be highly organized, detail-oriented, and proficient with Applied Epic CRM and MS Office.

Qualifications

• Bachelor's degree required.
• Minimum 5 years wholesale commercial insurance experience.
• Strong written and verbal communication skills.
• High attention to detail and highly organized.
• Proficiency with Applied Epic CRM and Microsoft Office suite.

Responsibilities

• Organize projects and tasks per leadership guidance to streamline workflows.
• Provide underwriting, account servicing, and administrative support for wholesale accounts.
• Deliver high-touch service to brokers and clients.
• Handle insurance policy life cycle tasks: quotes, binding, issuances, endorsements, renewals.
• Support accounting: invoicing, bordereaux, audits.
• Ensure compliant document management and data retention.
• Communicate professionally with clients and brokers per President's guidance.

Skills

Attention to detail

Written and verbal communication

Organizational skills

Time management

Team player

Risk/compliance awareness

Education

Bachelor's

Tools

Applied Epic

Microsoft Excel

Outlook/SharePoint/OneDrive

Adobe Acrobat

Job description

Customer Service Representative,Assistant Underwriter & Wholesale Commercial Insurance

Location:The Woodlands, Houston, Texas

Work Model:Full-time (On-Site)

RoleSummary

TheAssistant Underwriter & Wholesale Commercial Insurance CSRoffers underwriting, account servicing, and administrative supportforwholesale commercial accounts.This role reports directly to thePresident of Programs & Brokerage.

AboutWealthGuardatTropolis

WealthGuardInsurance Group, based in The Woodlands, TX, is a commercial insurance wholesaler, MGA, and Coverholder at Lloyd’s.WealthGuardis a part ofTropolis, whichisa leading national insurance brokerage focused on combining technology and data to drive growth, improve employee experience, and deliver exceptional customer service. Our mission,InsuringTomorrow Together, reflects our commitment to being a trusted brokerage, embracing innovation, and building a collaborative culture with our agency partners, customers, carriers, and communities.

Key Responsibilities

• Proactively organize projects and tasks per guidance from President and Executive leadershipto streamline successful flow of business for Programs & Brokerage department
• Initiate,facilitateand organize administrative tasksto achieveprovided department and leadership objectives
• Deliverexceptional,exclusive, high-touch service experience for high-profile wholesale commercial insurance accounts
• Build existing and future relationships with brokers
• Execute all aspects of wholesale department servicing for thecommercialinsurance policy life cycle including:
• Servicing:Prospect engagement, quote preparation, binding, policy issuance, endorsements, renewals, cancellations, support for inspection documentation and claims records as needed
• Accounting support:Invoicing,collections, bordereaux records management, auditsupport, surplus lines tax data entry
• Compliance:Secure document management, revision and editing of custom applications, data retention
• Communication:Prompt, professional support forclientand brokercommunicationsperguidance of President

AdditionalTask Specifications

• Review submissions details and applications asnecessitatedfor processing of new business and renewal quotes
• Data entry asrequiredfor new or renewal quotes as directed by Underwriter
• Monitor various reports for consistency, accuracy, and compliance
• Assistin document preparation for policy issuance and endorsement processing, including audits
• Support foraccounting proceduressuch asinvoicingand bordereaux records
• Data entry using both excel and multiple internet-based platforms

Background & Experience

We are searching for candidates with the following background & experience:

• High attention to detail is essential.
• Minimum 5 years wholesale commercial insurance experience
• Excellent computer skills, technicalproficiency, adept in new software learning as required by growth for this role
• Strong written and verbal communication skills
• Highly organized, self-motivated,diligentself-starter
• Able toprioritize important and pressing tasks, andmanageproductivity in high-stress, tight-deadline environments when necessary
• Conflict resolution andproblem-solving skills,focus on personal responsibility
• Willingto take on challenges
• Effective team-player who is also able to manage time independently

Education:

• Bachelor's (Required)

License/Certification

• Property & Casualty License (Required)

TechnicalRequirements

• Microsoft Excel - Spreadsheets, Data Entry; Word – document conversion;Powerpoint– basic for presentation visual support as needed
• Adobe Acrobat - including Adobe Forms & Adobe Signature, custom forms editing and file management
• Applied Epic – We use Applied Epic as our CRM platform. This is an insurance-specific CRM tool. Proficiency isrequired.
• Microsoft Applications: Outlook,Sharepoint, OneDrive

Salary:

$65,000 and up depending on experience.

Benefits:

• Dental insurance
• Health insurance
• Paid time off
• Vision insurance

While we may consider hybrid or remote work options for exceptional candidates, we are prioritizing candidates who can work full-time, in person from our Main office in The Woodlands, TX.