Commercial Lines Service Representative (Remote, TX)
Company Vision
RISE Association Management Group is the best-in-class provider of property services for Texas homeowners’ associations. Our core purpose is to be of service to great communities and the people who lead them. We accomplish this through our passionate, kind, and solution-oriented team members who partner with our community leaders to build their vision, together. We specialize in working with communities with unique lifestyle offerings, facility, and infrastructure needs (to include a wide variety of amenities), and service offerings. We’re an EOS™ (Entrepreneurial Operating System) company and our organization is structured to support exceptional outcomes for our community association clients. We’re thought leaders, innovators, and problem solvers. Whatever the issue: we have an expert under this roof who can solve it. We’re a team of financial services professionals, facilities maintenance experts, risk managers, and business managers and we’re looking for the next generation of problem solvers to join us and be a part of our rapid growth. We implement intelligent solutions, exceptional service, and the RISE way so that we can create a vibrant future and quality of life today. We connect community association, financial, and facility expertise with communities who need it.
We are problem solvers and business managers who just happen to be in the business of community association management. Together, we’re capable of so much more. Together, we RISE.
Our Core Values:
- Honoring Commitments
- Precision
- Unquenchable Curiosity
- Stewardship
- Being a Great Partner
- Inspire Others with Your Attitude
- Finding A Way, despite any obstacles
- Taking Ownership
Position Summary
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
Minimum 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
Required Skills and Competencies
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 Oice (Outlook, Word, Excel)
Ability to quickly learn agency management systems and carrier portals
Professional demeanor and commitment to confidentiality and compliance
Why Join Rise AMG?
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.
Ready to take the next step in your career? Apply now to join the Rise AMG team and be part of a company dedicated to excellence in property management.
