Commercial Lines Service Representative (Remote, TX) at RISE Association Management Group

<div class="content-intro"><p><strong>Company Vision&nbsp;&nbsp;&nbsp;&nbsp;&nbsp;&nbsp;&nbsp;&nbsp;&nbsp;&nbsp;&nbsp;&nbsp;&nbsp;&nbsp;&nbsp;&nbsp;&nbsp;&nbsp;&nbsp;&nbsp;&nbsp;&nbsp;&nbsp;&nbsp;&nbsp;&nbsp;&nbsp;&nbsp;&nbsp;&nbsp;&nbsp;&nbsp;&nbsp;&nbsp;&nbsp;&nbsp;&nbsp;&nbsp;&nbsp;&nbsp;&nbsp;&nbsp;&nbsp;&nbsp;&nbsp;&nbsp;&nbsp;&nbsp;&nbsp;&nbsp;&nbsp;&nbsp;&nbsp;&nbsp;&nbsp;&nbsp;&nbsp;&nbsp;&nbsp;&nbsp;&nbsp;&nbsp;&nbsp;&nbsp;&nbsp;&nbsp;&nbsp;&nbsp;&nbsp;&nbsp;&nbsp;&nbsp;&nbsp;&nbsp;&nbsp;&nbsp;&nbsp;&nbsp;&nbsp;&nbsp;&nbsp;&nbsp;&nbsp;&nbsp;&nbsp;&nbsp;&nbsp;&nbsp;&nbsp;&nbsp;&nbsp; &nbsp;&nbsp;&nbsp;&nbsp;&nbsp;&nbsp;&nbsp;&nbsp;&nbsp;&nbsp;&nbsp;&nbsp;&nbsp;&nbsp;&nbsp;&nbsp;&nbsp;&nbsp;&nbsp;&nbsp;&nbsp;&nbsp;&nbsp;&nbsp;&nbsp;&nbsp;&nbsp;&nbsp;&nbsp;&nbsp;&nbsp;&nbsp;&nbsp;&nbsp;&nbsp;&nbsp;&nbsp;&nbsp;&nbsp;&nbsp;&nbsp;&nbsp;&nbsp;&nbsp;&nbsp;&nbsp;&nbsp; &nbsp;&nbsp;&nbsp;&nbsp;&nbsp;&nbsp;&nbsp;&nbsp;&nbsp;&nbsp;&nbsp;&nbsp;&nbsp;&nbsp;&nbsp;&nbsp;&nbsp;&nbsp;&nbsp;&nbsp;&nbsp;&nbsp;&nbsp;&nbsp;&nbsp;&nbsp;&nbsp;&nbsp;&nbsp;&nbsp;&nbsp;&nbsp;&nbsp;&nbsp;&nbsp;&nbsp;&nbsp;&nbsp;&nbsp;&nbsp;&nbsp;&nbsp;&nbsp;&nbsp;&nbsp;&nbsp;&nbsp; </strong></p> <p>RISE Association Management Group is the best-in-class provider of property services for Texas homeowners’ associations. <strong>Our core purpose is to be of service to great communities and the people who lead them.</strong> 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.</p> <p>We are problem solvers and business managers who just happen to be in the business of community association management.&nbsp; Together, we’re capable of so much more. Together, we RISE.</p> <p><strong>Our Core Values:</strong></p> <ul> <li>Honoring Commitments</li> <li>Precision</li> <li>Unquenchable Curiosity</li> <li>Stewardship</li> <li>Being a Great Partner</li> <li>Inspire Others with Your Attitude&nbsp;</li> <li>Finding A Way, despite any obstacles</li> <li>Taking Ownership</li> </ul></div><p><strong>Position Summary</strong><br>The Commercial Insurance Customer Service Representative (CSR) provides policy servicing and administrative support for commercial insurance<br>accounts, with a primary focus on Certificates of Insurance (COIs) and policy documentation. This role requires a licensed individual with prior experience<br>reviewing and interpreting E&amp;S commercial insurance policies. The position supports Account Managers and Producers by ensuring accurate policy records,<br>timely issuance of certificates, and consistent adherence to agency and carrier standards.</p> <p><br><strong>Essential Duties and Responsibilities</strong><br> Process and issue a high volume of Certificates of Insurance (COIs), including lender, vendor, and contractual requirement requests<br> Review contractual insurance requirements and ensure certificates are issued accurately and in compliance with policy terms<br> Read, interpret, and reference E&amp;S commercial insurance policies to confirm coverage, limits, endorsements, and exclusions when issuing COIs<br> Maintain accuracy when listing additional insureds, waiver of subrogation, primary and non-contributory wording, and other common certificate<br>requests<br> Assist with servicing commercial accounts across lines including General Liability, Property, Umbrella/Excess, Auto, Workers’ Compensation,<br>and ancillary coverages<br> Enter, update, and maintain policy and certificate data in the agency management system<br> Request endorsements, policy changes, audits, and loss runs from carriers as directed<br> Support renewal preparation by organizing exposure data and policy documentation<br> Respond to routine client, lender, and property manager inquiries in a timely, professional manner<br> Review policies and endorsements for accuracy and escalate discrepancies to the Account Manager<br> File and organize policy documents, correspondence, and certificates in accordance with agency procedures<br> Follow established workflows, service timelines, and compliance standards</p> <p><br><strong>Minimum Qualifications</strong><br> High school diploma or equivalent required<br> Active Texas General Line Property &amp; Casualty insurance license (required)<br> Prior experience reading and interpreting E&amp;S commercial insurance policies<br> 1 year of experience in an insurance agency, brokerage, or related insurance role preferred<br> Demonstrated experience issuing Certificates of Insurance</p> <p><br><strong>Required Skills and Competencies</strong><br> Basic understanding of commercial insurance terminology and coverage concepts<br> Ability to accurately interpret policy forms and endorsements, particularly in the E&amp;S market<br> High attention to detail, especially in COI issuance and policy documentation<br> Strong written and verbal communication skills<br> Ability to manage a high-volume, deadline-driven workload<br> Proficiency with Microsoft O􀆯ice (Outlook, Word, Excel)<br> Ability to quickly learn agency management systems and carrier portals<br> Professional demeanor and commitment to confidentiality and compliance</p><div class="content-conclusion"><p></p> <h3><strong>Why Join Rise AMG?</strong></h3> <p>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.</p> <p>Ready to take the next step in your career? <strong>Apply now</strong> to join the Rise AMG team and be part of a company dedicated to excellence in property management.</p> <p></p></div>