Assistant Underwriter & Wholesale Commercial Insurance CSR

Customer Service Representative,Assistant Underwriter & Wholesale Commercial Insurance

Location:The Woodlands, Houston, Texas

Work Model:Full-time (On-Site)

The Assistant Underwriter & Wholesale Commercial Insurance CSRoffers underwriting, account servicing, and administrative supportforwholesale commercial accounts.

This role reports directly to the President of Programs & Brokerage.

Wealth Guard Insurance  Group, based in The Woodlands, TX, is a commercial insurance wholesaler, MGA, and Cover holder at Lloyd’s.Wealth Guardis a part of Tropolis, whichisa 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.

• Proactively organize projects and tasks per guidance from President and Executive leadership to streamline successful flow of business for Programs & Brokerage department
• Initiate,facilitateand organize administrative tasksto 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 thecommercialinsurance 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 forclientand brokercommunicationsperguidance of President

• Review submissions details and applications asnecessitatedfor processing of new business and renewal quotes
• Data entry asrequiredfor new or renewal quotes as directed by Underwriter
• Monitor various reports for consistency, accuracy, and compliance
• Assistin document preparation for policy issuance and endorsement processing, including audits
• Support for accounting procedures such asinvoicingand bordereaux records
• Data entry using both excel and multiple internet-based platforms

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

• High attention to detail is essential.
• Minimum 5 years wholesale commercial insurance experience
• 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, andmanageproductivity in high-stress, tight-deadline environments when necessary
• Conflict resolution and problem-solving skills,focus on personal responsibility
• Willingto take on challenges
• Effective team-player who is also able to manage time independently

• Bachelor's (Required)

• Property & Casualty License (Required)

• 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, One Drive

$65,000 and up depending on experience.

• 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.