CSR (Underwriting) (Hybrid)

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

• →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.

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

• 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.