CSR (Underwriting) (Hybrid)

NYCM Insurance; Town of Edmeston (NY); Hybrid; USD 42,000 - 56,000; Full time

Job summary

NYCM Insurance is seeking a CSR (Underwriting) to process underwriting transactions across multiple lines of business. The role is hybrid, with two days in the office each week, and requires accurate data entry and strong customer service.

You will handle requests via fax, phone, and email, while supporting internal departments and agents. Key tasks include reviewing endorsements, renewals, cancellations, and maintaining customer information.

Qualifications

• High school diploma or equivalent with related experience.
• Knowledge of underwriting workflows and regulatory requirements.
• Ability to maintain accuracy in data entry and document processing.
• Strong organization and teamwork abilities.

Responsibilities

• Process underwriting transactions accurately and timely.
• Handle requests from faxes, phone calls, emails, and quotes.
• Maintain customer information across lines of business.
• Provide professional service to internal departments and agents.
• Research and verify customer links and data.
• Perform data entry and manage work queues.
• Assist with renewals, endorsements, and cancellations.

Skills

Underwriting basics

Data entry

Procedural knowledge

Organizational skills

Quality standards

Team collaboration

Education

High school diploma

Tools

Basic computer skills

Job description

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.
• Organizational 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

Accepting applications through: 10/22/2026

Equal Opportunity Employer
This employer is required to notify all applicants of their rights pursuant to federal employment laws.For further information, please review the Know Your Rights notice from the Department of Labor.