CSR Specialist

The CSR Specialist (Hybrid) will monitor processing level work providing a higher level of support to the division and agents including process insurance applications, endorsements, renewals, cancellations, and data entry.

Duties & Responsibilities:

• Support daily work interactions between CSRs and agents.
• Complete complex priority transactions.
• Process underwriter requests from faxes, phone calls, emails and quotes.
• Delegate transactions to raters including umbrella renewals, auto renewals linked to an umbrella, homeowner and umbrella modified links, and handwritten endorsements.
• Locate claim endorsements and ensure they are completed timely.
• Monitor status of rater renewal queue, rater error queue, modified links, and incomplete mail pendings to ensure timely completion.
• Review and monitor late endorsement and renewal lists timely completion.
• Order and interpret miscellaneous reports.
• Handle requests and answer inquiries from internal departments and agents regarding underwriting processes and procedures.
• Manage phone coverage when raters are reassigned.
• Communicate work or personnel related issues to management.
• Communicate work related information from management to CSRs.
• Assist CSRs with correction of quality assurance issues.
• Update management on progress of CSR work development for reviews.
• Professionally handle incoming and outgoing customer phone calls.
• Maintain good relationships with internal and external customers.
• Other work as assigned.

Requirements:

• GED
• 2 years rating experience

Qualifications/Skills:

• Thorough working knowledge of underwriting and rating including applications, endorsements, renewals, cancellations, and data entry for at least 1 lines of business.
• Proficient in in underwriting procedures and workflow processes.
• 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.
• Professional oral and listening communication skills.
• Ability to meet quantity and quality work standards.
• Ability to cooperate and work in a professional team environment.

Market Range 3 / 40 hours per week / 2 days in office

Salary Range: $38,400 - $57,600

Accepting applications through: 12/12/25

Equal Opportunity Employer

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Salary : $38,400 - $57,600