Wholesale Insurance CSR & Assistant Underwriter – On-Site

Tropolis Holdings, LLC; Houston (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

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.