Commercial Lines Service Representative

Rise Association Management Group

. Process and issue a high volume of Certificates of Insurance (COIs), including lender, vendor, and contractual requirement requests .

Posted 10/15/2026full-timeRemote • Texas • United StatesMid-LevelSeniorWebsite

Core Competencies

Role fit

Core Competencies

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Demonstrates expertise in processing and issuing Certificates of Insurance while ensuring compliance with policy terms and accuracy in documentation. Proficient in interpreting E&S commercial insurance policies and managing high-volume workloads in a professional manner.

Highest-signal resume keywords

Certificates Of Insurance IssuanceE&S Commercial Insurance Policy InterpretationTexas General Line Property & Casualty Insurance LicenseMicrosoft Office ProficiencyHigh Attention To Detail

ATS Keywords

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Applicant Tracking System Keywords

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Hard Skills

Certificate ProcessingPolicy InterpretationInsurance DocumentationCommercial Insurance TerminologyData EntryEndorsement RequestsPolicy ChangesAudit ManagementCoverage ConceptsClient Inquiry Response

Soft Skills

Strong Written CommunicationStrong Verbal CommunicationProfessional DemeanorConfidentiality CommitmentDeadline Management

Tools & Technologies

Agency Management SystemsCarrier Portals

Certifications & Qualifications

Texas General Line Property & Casualty Insurance License

Industry Keywords

Certificates Of InsuranceGeneral LiabilityProperty InsuranceUmbrella/Excess InsuranceAuto InsuranceWorkers’ CompensationE&S MarketCompliance StandardsContractual Insurance RequirementsAdditional Insureds

About the role

Key responsibilities & impact

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

Requirements

What you’ll need

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
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 Office (Outlook, Word, Excel)
Ability to quickly learn agency management systems and carrier portals
Professional demeanor and commitment to confidentiality and compliance

Benefits

Comp & perks

Opportunity to lead, solve problems creatively, and make a tangible difference in a vibrant community
Supportive environment where employees can thrive
Opportunity for growth and career development