Rise Association Management Group

Representative

• 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 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

Explore Commercial Lines Service Representative at Rise Association Management Group. Review requirements and application details.