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CSR (Underwriting) (Hybrid)

Job Description - CSR (Underwriting) (Hybrid)

The CSR (Underwriting) (Hybrid) processes insurance applications, endorsements, renewals, cancellations, and data entry.


Duties & Responsibilities:



  • Process underwriting transactions accurately and timely.

  • Order and interpret miscellaneous reports.

  • Process underwriter requests from faxes, phone calls, emails, and quotes.

  • Handle requests and inquiries from internal departments and agents regarding underwriting processes and procedures.

  • Process transactions in data entry or the work queues.

  • Evaluate and maintain customer information for all lines of business.

  • Verify customer links on all transactions for all lines of business.

  • Research the connections that have created customer links on existing business.

  • Research and update social security numbers and dates of birth for customers.

  • Professionally handle incoming and outgoing customer phone calls.

  • Maintain good relationships with internal and external customers.

  • Other work as assigned.


Requirements:



  • High school diploma, or equivalent, with related experience demonstrating the knowledge, skills, and abilities necessary to perform the essential functions of the position.


Skills & Qualifications:



  • Basic underwriting and rating knowledge including applications, endorsements, renewals, cancellations, and data entry.

  • Basic computer skills.

  • Ability to apply knowledge of established underwriting procedures, workflow processes, and regulatory requirements for the timely processing of transactions.

  • Acceptable accuracy on scenario assessment.

  • Organizational skills.

  • Problem solving skills.

  • Communication skills.

  • Ability to meet quantity and quality work standards.

  • Ability to cooperate and work in a professional team environment.


Market Range: 1 / 37.5 hours per week / Hybrid - 2 Days in Office


Salary: $32,275 - $46,619


Accepting applications through: 10/22/2026



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