What are the responsibilities and job description for the Underwriting Assistant position at Heritage MGA LLC?
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.
Salary : $22