Customer Service Representative

Tropolis Holdings, LLC•Houston, TX

15d•Onsite

About The Position

The Assistant Underwriter & Wholesale Commercial Insurance CSR offers underwriting, account servicing, and administrative support for wholesale commercial accounts. This role reports directly to the President of Programs & Brokerage. WealthGuard Insurance Group, based in The Woodlands, TX, is a commercial insurance wholesaler, MGA, and Coverholder at Lloyd’s. WealthGuard is a part of Tropolis, which is a leading national insurance brokerage focused on combining technology and data to drive growth, improve employee experience, and deliver exceptional customer service. Our mission, Insuring Tomorrow Together, reflects our commitment to being a trusted brokerage, embracing innovation, and building a collaborative culture with our agency partners, customers, carriers, and communities.

Requirements

High attention to detail is essential.
Commercial insurance experience, wholesale preferred (2+ years)
Excellent computer skills, technical proficiency, adept in new software learning as required by growth for this role
Strong written and verbal communication skills
Highly organized, self-motivated, diligent self-starter
Able to prioritize important and pressing tasks, and manage productivity in high-stress, tight-deadline environments when necessary
Conflict resolution and problem-solving skills, focus on personal responsibility
Willing to take on challenges
Effective team-player who is also able to manage time independently
Bachelor's (Required)
Property & Casualty License (Required)
Microsoft Excel - Spreadsheets, Data Entry; Word – document conversion; Powerpoint – basic for presentation visual support as needed
Adobe Acrobat - including Adobe Forms & Adobe Signature, custom forms editing and file management
Applied Epic – We use Applied Epic as our CRM platform. This is an insurance-specific CRM tool. Proficiency is required.
Microsoft Applications: Outlook, Sharepoint, OneDrive

Responsibilities

Proactively organize projects and tasks per guidance from President and Executive leadership to streamline successful flow of business for Programs & Brokerage department
Initiate, facilitate and organize administrative tasks to achieve provided department and leadership objectives
Deliver exceptional, exclusive, high-touch service experience for high-profile wholesale commercial insurance accounts
Build existing and future relationships with brokers
Execute all aspects of wholesale department servicing for the commercial insurance policy life cycle including: Servicing: Prospect engagement, quote preparation, binding, policy issuance, endorsements, renewals, cancellations, support for inspection documentation and claims records as needed
Execute all aspects of wholesale department servicing for the commercial insurance policy life cycle including: Accounting support: Invoicing, collections, bordereaux records management, audit support, surplus lines tax data entry
Execute all aspects of wholesale department servicing for the commercial insurance policy life cycle including: Compliance: Secure document management, revision and editing of custom applications, data retention
Execute all aspects of wholesale department servicing for the commercial insurance policy life cycle including: Communication: Prompt, professional support for client and broker communications per guidance of President
Review submissions details and applications as necessitated for processing of new business and renewal quotes
Data entry as required for new or renewal quotes as directed by Underwriter
Monitor various reports for consistency, accuracy, and compliance
Assist in document preparation for policy issuance and endorsement processing, including audits
Support for accounting procedures such as invoicing and bordereaux records
Data entry using both excel and multiple internet-based platforms