Commercial Lines Service Representative (Remote, TX)
About The Position
The Commercial Insurance Customer Service Representative provides policy servicing and administrative support for commercial insurance accounts, with a primary focus on Certificates of Insurance (COIs) and policy documentation. The role requires an active Texas General Line Property & Casualty insurance license and prior 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 services commercial accounts across General Liability, Property, Umbrella/Excess, Auto, Workers’ Compensation, and ancillary coverages. It also supports renewal preparation, responds to routine inquiries, and maintains policy documents and account data. The company describes its environment as supportive and growth-oriented, offering employees opportunities to lead, solve problems creatively, and make a tangible difference in communities.
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 certificate issuance and policy documentation.
- Strong written and verbal communication skills.
- Ability to manage a high-volume, deadline-driven workload.
- Proficiency with Microsoft Office, including Outlook, Word, and 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.
Responsibilities
- Process and issue high volumes of Certificates of Insurance, including lender, vendor, and contractual requirement requests.
- 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 certificates.
- Accurately list additional insureds, waiver 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.
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What This Job Offers
Job Type
Full-time
Education Level
High school or GED
