Customer Service Representative

Customer Service Representative, Assistant Underwriter & Wholesale Commercial Insurance

Location: The Woodlands, Houston, Texas 

Work Model: Full-time (On-Site) 

Role Summary 

The Assistant Underwriter & Wholesale Commercial Insurance CSR offers underwriting, account servicing, and administrative support for wholesale commercial accounts. This role reports directly to the President of Programs & Brokerage. 

About WealthGuard at Tropolis  

WealthGuard Insurance Group, based in The Woodlands, TX, is a commercial insurance wholesaler, MGA, and Coverholder at Lloyd’s. WealthGuard is a part of Tropolis, which is a leading national insurance brokerage focused on combining technology and data to drive growth, improve employee experience, and deliver exceptional customer service. Our mission, Insuring Tomorrow Together, reflects our commitment to being a trusted brokerage, embracing innovation, and building a collaborative culture with our agency partners, customers, carriers, and communities. 

Key Responsibilities 

• Proactively organize projects and tasks per guidance from President and Executive leadership to streamline successful flow of business for Programs & Brokerage department 

• Initiate, facilitate and organize administrative tasks to achieve provided department and leadership objectives  

• Deliver exceptional, exclusive, high-touch service experience for high-profile wholesale commercial insurance accounts  

• Build existing and future relationships with brokers 

• Execute all aspects of wholesale department servicing for the commercial insurance policy life cycle including:  

• Servicing: Prospect engagement, quote preparation, binding, policy issuance, endorsements, renewals, cancellations, support for inspection documentation and claims records as needed  

• Accounting support: Invoicing, collections, bordereaux records management, audit support, surplus lines tax data entry 

• Compliance: Secure document management, revision and editing of custom applications, data retention 

• Communication: Prompt, professional support for client and broker communications per guidance of President 

Additional Task Specifications 

• Review submissions details and applications as necessitated for processing of new business and renewal quotes 

• Data entry as required for new or renewal quotes as directed by Underwriter 

• Monitor various reports for consistency, accuracy, and compliance 

• Assist in document preparation for policy issuance and endorsement processing, including audits 

• Support for accounting procedures such as invoicing and bordereaux records 

• Data entry using both excel and multiple internet-based platforms 

Background & Experience 

We are searching for candidates with the following background & experience: 

• High attention to detail is essential. 

• Commercial insurance experience, wholesale preferred (2+ years) 

• Excellent computer skills, technical proficiency, adept in new software learning as required by growth for this role 

• Strong written and verbal communication skills 

• Highly organized, self-motivated, diligent self-starter 

• Able to prioritize important and pressing tasks, and manage productivity in high-stress, tight-deadline environments when necessary 

• Conflict resolution and problem-solving skills, focus on personal responsibility 

• Willing to take on challenges 

• Effective team-player who is also able to manage time independently 

Education: 

• Bachelor's (Required) 

License/Certification 

• Property & Casualty License (Required) 

Technical Requirements 

• Microsoft Excel - Spreadsheets, Data Entry; Word – document conversion; Powerpoint – basic for presentation visual support as needed 

• Adobe Acrobat - including Adobe Forms & Adobe Signature, custom forms editing and file management 

• Applied Epic – We use Applied Epic as our CRM platform. This is an insurance-specific CRM tool. Proficiency is required. 

• Microsoft Applications: Outlook, Sharepoint, OneDrive 

Salary: 

$65,000 and up depending on experience.  

Benefits: 

• Dental insurance 

• Health insurance 

• Paid time off 

• Vision insurance 

***While we may consider hybrid or remote work options for exceptional candidates, we are prioritizing candidates who can work full-time, in person from our Main office in The Woodlands, TX.*** 

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