Commercial Lines Service Representative (Remote, TX)

Rise Association Management Group•Houston, TX

18h•Remote

About The Position

The Commercial Insurance Customer Service Representative provides policy servicing and administrative support for commercial insurance accounts, primarily handling Certificates of Insurance (COIs) and policy documentation. The role requires an active Texas insurance license and experience reviewing and interpreting E&S commercial insurance policies. The representative supports Account Managers and Producers by maintaining accurate policy records, issuing certificates promptly, and following agency and carrier standards. The position serves commercial accounts across General Liability, Property, Umbrella/Excess, Auto, Workers’ Compensation, and ancillary coverages. It also supports renewal preparation, policy changes, client and lender inquiries, and the organization of policy documents and correspondence. The role is listed as remote in Texas.

Requirements

High school diploma or equivalent.
Active Texas General Line Property & Casualty insurance license.
Prior experience reading and interpreting E&S commercial insurance policies.
Demonstrated experience issuing Certificates of Insurance.
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.

Nice To Haves

One year of experience in an insurance agency, brokerage, or related insurance role is preferred.

Responsibilities

Process and issue high volumes of Certificates of Insurance (COIs), including requests involving lenders, vendors, and contractual requirements.
Review contractual insurance requirements and issue certificates accurately in compliance with policy terms.
Read and interpret E&S commercial insurance policies to confirm coverage, limits, endorsements, and exclusions when issuing COIs.
Accurately list additional insureds, waivers of subrogation, primary and non-contributory wording, and other common certificate requests.
Service commercial accounts across 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 according to agency procedures.
Follow established workflows, service timelines, and compliance standards.