[Hiring] Commercial Insurance Customer Service Representative @Rise Association Management Group

Role Description

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 escalate 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.

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.

Requirements

• 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 Office (Outlook, Word, Excel).
• Ability to quickly learn agency management systems and carrier portals.
• Professional demeanor and commitment to confidentiality and compliance.

Benefits

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.