Commercial Lines Service Representative (Remote, TX)

Rise Association Management Group; Houston (TX); Remoto; USD 42.000 - 64.000; Tempo pieno

Descrizione del lavoro

Rise Association Management Group is seeking a Commercial Insurance Customer Service Representative in Houston, TX. The role focuses on COIs, policy documentation, and ensuring compliance with carrier standards.

The licensed professional will support Account Managers and Producers, maintain accurate policy records, and manage data entry in the agency system while handling inquiries and renewals.

Competenze

• High school diploma or equivalent.
• Active Texas General Lines Property & Casualty license.
• Experience reading and interpreting E&S commercial insurance policies.
• 1 year of experience in an insurance agency, brokerage, or related role preferred.
• Demonstrated experience issuing Certificates of Insurance.

Mansioni

• Process and issue a high volume of COIs, including lender, vendor, and contractual requests.
• Review contractual insurance requirements and ensure certificates are issued accurately.
• Read, interpret, and reference E&S commercial policies to confirm coverage, limits, endorsements, and exclusions.
• Maintain accuracy when listing additional insureds, waiver of subrogation, and related wording.
• Assist with servicing commercial accounts across lines (GL, Property, Umbrella/Excess, Auto, WC).
• Enter, update, and maintain policy and certificate data in the agency management system.
• Request endorsements, policy changes, audits, and loss runs from carriers.
• Support renewal preparation by organizing exposure data and policy documentation.
• Respond to routine client, lender, and property manager inquiries professionally.
• Review policies/endorsements for accuracy and escalate discrepancies.

Conoscenze

Attention to detail

COI processing

Policy interpretation

Communication

Microsoft Office

Formazione

Texas General Lines Property & Casualty license

High school diploma

Strumenti

Agency management system

Carrier portals

Descrizione del lavoro

Company Vision

Rise Association Management Group is the best-in-class provider of property services for Texas homeowners’ associations. Our core purpose is to be of service to great communities and the people who lead them. We accomplish this through our passionate, kind, and solution-oriented team members who partner with our community leaders to build their vision, together. We specialize in working with communities with unique lifestyle offerings, facility, and infrastructure needs (to include a wide variety of amenities), and service offerings. We’re an EOS™ (Entrepreneurial Operating System) company and our organization is structured to support exceptional outcomes for our community association clients. We’re thought leaders, innovators, and problem solvers. Whatever the issue: we have an expert under this roof who can solve it. We’re a team of financial services professionals, facilities maintenance experts, risk managers, and business managers and we’re looking for the next generation of problem solvers to join us and be a part of our rapid growth. We implement intelligent solutions, exceptional service, and the RISE way so that we can create a vibrant future and quality of life today. We connect community association, financial, and facility expertise with communities who need it.

Our Core Values:

• Honoring Commitments
• Precision
• Stewardship
• Being a Great Partner
• Inspire Others with Your Attitude
• Finding A Way, despite any obstacles
• Taking Ownership

Position Summary

The Commercial Insurance Customer Service Representative (CSR) provides policy servicing and administrative support for commercial insurance accounts, with a primary focus on Certificates of Insurance (COIs) and policy documentation. This role requires a licensed individual with prior experience reviewing and interpreting E&S commercial insurance policies. The position supports Account Managers and Producers by ensuring accurate policy records, timely issuance of certificates, and consistent adherence to agency and carrier standards.

Essential Duties and Responsibilities

• Process and issue a high volume of Certificates of Insurance (COIs), including lender, vendor, and contractual requirement requests
• Review contractual insurance requirements and ensure certificates are issued accurately and in compliance with policy terms
• Read, interpret, and reference E&S commercial insurance policies to confirm coverage, limits, endorsements, and exclusions when issuing COIs
• Maintain accuracy when listing additional insureds, waiver of subrogation, primary and non-contributory wording, and other common certificate requests
• Assist with servicing commercial accounts across lines including General Liability, Property, Umbrella/Excess, Auto, Workers’ Compensation, and ancillary coverages
• Enter, update, and maintain policy and certificate data in the agency management system
• Request endorsements, policy changes, audits, and loss runs from carriers as directed
• Support renewal preparation by organizing exposure data and policy documentation
• Respond to routine client, lender, and property manager inquiries in a timely, professional manner
• Review policies and endorsements for accuracy and elevate discrepancies to the Account Manager
• File and organize policy documents, correspondence, and certificates in accordance with agency procedures
• Follow established workflows, service timelines, and compliance standards

Minimum Qualifications

• High school diploma or equivalent required
• Active Texas General Line Property & Casualty insurance license (required)
• Prior experience reading and interpreting E&S commercial insurance policies
• 1 year of experience in an insurance agency, brokerage, or related insurance role preferred
• Demonstrated experience issuing Certificates of Insurance

Required Skills and Competencies

• Basic understanding of commercial insurance terminology and coverage concepts
• Ability to accurately interpret policy forms and endorsements, particularly in the E&S market
• High attention to detail, especially in COI issuance and policy documentation
• Strong written and verbal communication skills
• Ability to manage a high-volume, deadline-driven workload
• Proficiency with Microsoft Oice (Outlook, Word, Excel)
• Ability to quickly learn agency management systems and carrier portals
• Professional demeanor and commitment to confidentiality and compliance

Why Join Rise AMG?

At Rise AMG, we believe in fostering growth and creating a supportive environment where employees can thrive. As a Rise employee, you will have the opportunity to lead, solve problems creatively, and make a tangible difference in a vibrant community.

U.S. Standard Demographic Questions

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Voluntary Self-Identification

For government reporting purposes, we ask candidates to respond to the below self-identification survey.Completion of the form is entirely voluntary. Whatever your decision, it will not be considered in the hiringprocess or thereafter. Any information that you do provide will be recorded and maintained in aconfidential file.

As set forth in Rise Association Management Group’s Equal Employment Opportunity policy,we do not discriminate on the basis of any protected group status under any applicable law.

If you believe you belong to any of the categories of protected veterans listed below, please indicate by making the appropriate selection.As a government contractor subject to the Vietnam Era Veterans Readjustment Assistance Act (VEVRAA), we request this information in order to measurethe effectiveness of the outreach and positive recruitment efforts we undertake pursuant to VEVRAA. Classification of protected categoriesis as follows:

A "disabled veteran" is one of the following: a veteran of the U.S. military, ground, naval or air service who is entitled to compensation (or who but for the receipt of military retired pay would be entitled to compensation) under laws administered by the Secretary of Veterans Affairs; or a person who was discharged or released from active duty because of a service-connected disability.

A "recently separated veteran" means any veteran during the three-year period beginning on the date of such veteran's discharge or release from active duty in the U.S. military, ground, naval, or air service.

An "active duty wartime or campaign badge veteran" means a veteran who served on active duty in the U.S. military, ground, naval or air service during a war, or in a campaign or expedition for which a campaign badge has been authorized under the laws administered by the Department of Defense.

An "Armed forces service medal veteran" means a veteran who, while serving on active duty in the U.S. military, ground, naval or air service, participated in a United States military operation for which an Armed Forces service medal was awarded pursuant to Executive Order 12985.