Heritage Insurance · 2 weeks ago
Underwriting Assistant
Heritage Insurance is seeking a detail-oriented and service-driven Underwriting Assistant to support their underwriting team and agency partners. The role involves processing policy changes and supporting inbound policy requests from agents and underwriters while ensuring a positive agent experience and maintaining compliance with service standards.
Insurance
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
Qualification
Required
High school diploma or equivalent required
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
Preferred
Prior experience in Property & Casualty insurance
Personal lines property experience
Company
Heritage Insurance
We are a super-regional property and casualty insurance holding company that primarily provides personal and commercial residential insurance products across our multi-state footprint.
H1B Sponsorship
Heritage Insurance has a track record of offering H1B sponsorships. Please note that this does not
guarantee sponsorship for this specific role. Below presents additional info for your
reference. (Data Powered by US Department of Labor)
Distribution of Different Job Fields Receiving Sponsorship
Represents job field similar to this job
Trends of Total Sponsorships
2025 (6)
2024 (2)
2022 (1)
Funding
Current Stage
Public CompanyTotal Funding
$25M2023-12-15Post Ipo Equity· $25M
2014-05-23IPO
Recent News
2025-12-05
2025-11-15
Company data provided by crunchbase