Heritage Insurance
Assistant Underwriter
Skills
16 days ago
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Important information
Contract type:
Permanent
Location:
Tampa, FL, USA
Work mode:
Onsite
Published on:
8 October 2026
What they need
**Position Title:**Assistant Underwriter
PRIMARY FUNCTION:
The Assistant Underwriter is responsible for supporting the Underwriting Team by servicing our agents in a broad range of requests including processing policy changes and handling entry level requests from agents and underwriters via email and phone. The Assistant Underwriter is to assist the agent in a once and done manner with Ease of Doing Business as the center of each interaction.
DUTIES AND RESPONSIBILITIES:
- Review and process endorsements, cancellation, reinstatements, broker of record requests, etc., within established guidelines
- Use discretion and critical thinking skills to make decisions and resolve issues within authority level
- Accountable to build and maintain effective relationships with agents and vendors
- Ensure compliance with industry and governmental regulations
- Communicates with co-workers, management, clients, vendors, and others as needed in a courteous and professional manner
- Maintains the integrity of the company and products offered by complying with federal and state regulations as well as company policies and procedures
- May perform other duties and responsibilities as assigned
EXPERIENCE, EDUCATION, SPECIAL SKILLS REQUIRED:
Describe specific requirements:
- 2-3 years’ experience policy level underwriting and agency service within the Property and Casualty Insurance industry, preferably personal lines property
- Strong interpersonal, communication and teamwork skills. Ability to effectively interact with all levels of internal and external business partners
- Proficiency with Microsoft Office products
- Detail-oriented and exceptionally organized
- Collaborative Partner, ability to contribute to a positive work environment
- Results driven with strong problem solving and critical thinking skills.
- Ability to use discretion and independent judgment to resolve issues
- Ability to successfully multi-task
This job description reflects management’s assignment of essential functions; it does not prescribe or restrict the tasks that may be assigned. Reasonable accommodation will be made when possible for persons with physical disabilities or covered under the American with Disabilities Act.
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