Commercial Lines Service Representative (Remote, TX)

Who this role is best for

Derived from job-description analysis by Serendipath's career intelligence engine.

Skills & requirements

About the role

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 O􀆯ice (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.

Source: Rise Association Management Group careers (Greenhouse)