Commercial Coordinator
Heritage Insurance
Underwriting Support Associate
Location: Westshore City Center | Tampa, FL Work Arrangement: In Office Employment Type: Hourly, Non-Exempt Career Level: Entry Level Benefits: Comprehensive Benefits Package
About the Opportunity
Looking to start a career in the Property & Casualty (P&C) insurance industry? This entry-level opportunity provides hands-on experience supporting the underwriting process and is designed for someone who is organized, detail-oriented, and eager to learn.
As an Underwriting Support Associate, you will perform a variety of administrative, data entry, documentation, research, and workflow support functions that provide Underwriters with the information they need to properly analyze and evaluate risk.
This is an hourly, non-exempt position with a generous benefits package and excellent potential for long-term career growth. It is an ideal opportunity to build a strong foundation in P&C insurance and develop your skills within a professional underwriting environment.
What You'll Do
- Provide administrative and operational support to the Underwriting team.
- Accurately enter and maintain data in the company's policy systems.
- Update and maintain department logs to accurately track workflow and outstanding items.
- Communicate with agents to obtain required information, track requests, and follow up as needed.
- Issue policy documents, reports, and other information to agents as required.
- Set up, organize, and maintain policy files in accordance with company procedures.
- Accurately label emails and documents and add detailed notes when appropriate.
- Conduct online research using various websites and tools to gather data needed to support underwriting activities.
- Review information for accuracy and completeness and help ensure tasks are completed within required timelines.
- Answer incoming calls, assist with inquiries, and direct calls to the appropriate team member.
- Communicate professionally and courteously with co-workers, management, clients, vendors, agents, and other business partners.
- Follow applicable federal and state regulations, as well as company policies and procedures.
- Participate in special projects and other departmental initiatives as assigned.
- Perform other related duties and responsibilities as needed.
What We're Looking For
- High school diploma or equivalent required; college coursework, advanced training, or a degree is a plus.
- Previous administrative, customer service, data entry, or office experience preferred. Insurance experience is a plus, but not required.
- Strong computer skills and proficiency with Microsoft Office and internet-based research tools.
- Excellent attention to detail and a high level of accuracy.
- Strong organizational and time-management skills with the ability to manage multiple priorities.
- Professional written and verbal communication skills.
- A customer-service mindset and ability to interact professionally with internal and external contacts.
- Strong problem-solving skills and the ability to learn new systems and processes quickly.
- Ability to work effectively in a fast-paced, team-oriented environment.
- Dependable, collaborative, and committed to maintaining a positive work environment.
Key Competencies
Organization & Time Management Keeps information accurate, organized, and accessible; effectively manages workload and deadlines.
Accuracy & Quality Takes pride in producing accurate work, minimizes errors, and looks for opportunities to improve processes.
Computer & Technology Skills Comfortable using technology, learns new systems quickly, and uses available tools effectively.
Customer Service Provides professional, courteous service and works to resolve questions and requests efficiently.
Teamwork Works collaboratively, communicates effectively, takes accountability for assigned responsibilities, and supports team goals.
Why Join Us?
- Entry point into a potential long-term career in P&C insurance
- Hourly, non-exempt position
- Generous benefits package
- Professional, in-office work environment at Westshore City Center
- Opportunity to develop valuable insurance, administrative, systems, and underwriting support skills
- Strong potential for career development and advancement
Pre-Employment Requirements
Employment is contingent upon successful completion of a pre-employment background check. Additional screening may be required based on the position and applicable business requirements.
Equal Opportunity Employer
Heritage Insurance Holdings, Inc. is an Equal Opportunity Employer and is committed to providing a workplace free from unlawful discrimination. We consider qualified applicants without regard to legally protected characteristics under applicable law.
This job description describes the general nature and level of work performed and is not intended to be a comprehensive list of all duties, responsibilities, qualifications, or working conditions. Management reserves the right to modify, assign, or reassign duties and responsibilities as business needs require.
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