Underwriting Assistant

Posted Yesterday
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Tampa, FL, USA
In-Office
Entry level
Insurance
The Role
Processes insurance policy transactions, including endorsements, cancellations, reinstatements, and broker-of-record changes. Supports agents and underwriters through phone and email, researches issues, resolves requests within underwriting guidelines, maintains accurate policy records, and supports regulatory compliance. The role requires strong customer service, organization, attention to detail, communication, and Microsoft Office proficiency. It is onsite initially in Tampa, with limited work-from-home eligibility after 90 days.
Summary Generated by Built In
Underwriting Assistant

This role will be onsite for the first 90 Days

After the first 90 days, you will be eligible to WFH 1 day a week

Location: Tampa, FL 

About the Role

We are seeking a detail-oriented and service-driven Underwriting Assistant to support our underwriting team and agency partners. In this role, you will process policy changes and support inbound policy requests from agents and underwriters via phone and email, working within established authority limits and underwriting guidelines. You will help ensure a positive agent experience while maintaining strong service standards, regulatory compliance, and operational accuracy.

Key Responsibilities

  • Review and process endorsements, cancellations, reinstatements, broker-of-record changes, and other policy transactions in accordance with company guidelines.

  • Provide courteous, timely assistance to agents and internal partners by responding to underwriting-related inquiries via phone and email.

  • Research issues and take appropriate action to resolve matters in alignment with underwriting procedures and service expectations.

  • Support compliance with company policies, state and federal regulations, and industry standards.

  • Communicate professionally and collaboratively with team members, leadership, agents, and external partners.

  • Maintain accurate records and contribute to the integrity of company products and policy documentation.

  • Perform additional duties and special projects as assigned.

Qualifications

  • High school diploma or equivalent required.

  • Prior experience in Property & Casualty insurance preferred; personal lines property experience a plus.

  • Strong interpersonal, communication, and teamwork skills with the ability to work effectively across departments and with external partners.

  • Proficiency in Microsoft Office applications.

  • Highly organized, detail-oriented, and able to manage multiple tasks in a fast-paced environment.

  • Positive, collaborative mindset with a commitment to delivering excellent service.

Additional Information

Employment is contingent upon successful completion of a pre-employment background check. Additional screenings (such as driving history or credit review) may be required based on role responsibilities.

This job description reflects the general scope of the role and may evolve based on business needs. Management reserves the right to modify responsibilities as necessary.

Equal Opportunity Employer

We are an Equal Opportunity Employer. All qualified applicants will receive consideration without regard to race, color, national origin, ancestry, sex, sexual orientation, age, religion, disability, marital status, military or veteran status, or any other characteristic protected by law.


Skills Required

  • High school diploma or equivalent
  • Prior Property and Casualty insurance experience
  • Personal lines property experience
  • Strong interpersonal, communication, and teamwork skills
  • Proficiency in Microsoft Office applications
  • Ability to stay organized, manage multiple tasks, and work in a fast-paced environment
  • Positive, collaborative mindset and commitment to excellent service
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The Company
HQ: Tampa, FL
343 Employees
Year Founded: 2012

What We Do

Heritage Insurance Holdings, Inc. is a property and casualty insurance holding company headquartered in Clearwater, Florida. Its subsidiaries, Heritage Property & Casualty Insurance Company, Zephyr Insurance Company and NBIC Holdings, Inc., write personal and commercial residential premium through a large network of experienced agents in Florida, Hawaii, North Carolina, South Carolina, Georgia and Alabama, and also in Connecticut, Massachusetts, New Jersey, New York and Rhode Island with the recent acquisition of Narragansett Bay Insurance Company, headquartered in Rhode Island. Heritage Insurance Holdings, Inc. is led by a seasoned senior management team with an average of 30 years of insurance industry experience. The Company is growing its footprint in new states and is continuously evaluating new opportunities. The team of over 300 employees at Heritage is dedicated to providing the highest quality property insurance to policyholders. The culture at Heritage is both collaborative and innovative. In 2015, Heritage P&C was named Insurer of the Year by Insurance Insider for its innovative and market-leading business practices. Heritage was also named to the Tampa Bay Times Top 100 Workplaces for both 2014,2016, and 2017.

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