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Heritage Insurance Holdings jobs - 43 jobs

  • Claims Manager

    Heritage Insurance 4.2company rating

    Heritage Insurance job in Sunrise, FL

    Work Arrangement: ON SITE This role is responsible for the direct supervision and development of internal and external claims staff, ensuring timely, accurate, and compliant investigation, evaluation, and resolution of property claims. The Claims Manager plays a critical role in driving operational excellence, loss control, customer satisfaction, and regulatory compliance while supporting catastrophe readiness and response. Key Responsibilities * Provide leadership, oversight, and direct supervision of property claims adjusters to ensure compliance with company procedures, policy language, and regulatory requirements. * Review new property claims and assign cases appropriately based on complexity, workload, and expertise. * Evaluate claims and provide guidance and settlement authority to claims staff. * Conduct open and closed file reviews to assess quality, accuracy, and operational effectiveness. * Perform case reviews and prepare settlement evaluations, including oversight of large or complex claims. * Manage loss costs, loss adjustment expenses, and claim reserves to support financial performance. * Analyze reports and data to identify trends, risks, and improvement opportunities; communicate findings to leadership. * Collaborate with policyholders, independent adjusting firms, attorneys, vendors, and other stakeholders as needed. * Identify complex claims and develop appropriate strategies and resolution plans. * Research, interpret, and apply policy language and applicable state laws and regulations. * Personally handle high-exposure or complex claims, including negotiations and settlement discussions. * Attend mediations, settlement conferences, and legal proceedings as required. * Participate in system testing, process improvements, and departmental initiatives. * Support catastrophe planning and response efforts, including extended hours during CAT events. * Assist with department policy and procedure development, strategic planning, and goal setting. * Communicate effectively with Claims leadership, Underwriting, Human Resources, Finance/Accounting, agents, and external partners. * Build, mentor, and develop high-performing claims teams focused on quality service and continuous improvement. * Support recruiting, interviewing, hiring, onboarding, and performance management of claims and related staff. * Maintain compliance with all federal and state regulations, company policies, and ethical standards. * Travel, including overnight, may be required. Qualifications * Associate's Degree required; Bachelor's Degree preferred (or equivalent combination of education and directly related experience). * Active Florida 6-20 Adjuster License required. * Minimum 4 years of supervisory experience leading personal and/or commercial property claims professionals. * Extensive knowledge of property claims handling, practices, and legal terminology. * Proven experience training and coaching staff on claims processes and procedures. * Strong understanding of insurance operations and cross-functional collaboration. * Hands-on experience with Xactimate, XactAnalysis, and XactNet. * Proficiency in Microsoft Office; experience with internet research tools preferred. * Customer-focused leader with strong communication and relationship-building skills. * Results-driven with excellent analytical, problem-solving, and decision-making abilities. * Ability to work independently in a fast-paced, deadline-driven environment with shifting priorities. * Highly organized, detail-oriented, and collaborative team leader. Equal Employment Opportunity We are an Equal Opportunity Employer and are committed to creating an inclusive environment for all employees. All qualified applicants will receive consideration for employment without regard to race, color, religion, sex, sexual orientation, gender identity, national origin, age, disability, veteran status, or any other legally protected status.
    $59k-99k yearly est. 2d ago
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  • Claims Examiner

    Heritage Insurance 4.2company rating

    Heritage Insurance job in Sunrise, FL

    Investigates, evaluates, reserves, negotiates and settles assigned claims in accordance with Best Practices. Provides quality claim handling and superior customer service on assigned claims, while engaging in indemnity and expense management. Promptly manages claims by completing essential functions including contacts, investigation, damages development, evaluation, reserving, and disposition. Responsibilities: * Provides voice to voice contact within 24 hours of first report. * Conducts timely coverage analysis and communication with insured based on application of policy information, facts or allegations of each case. Consults with Unit Manager on use of Claim Coverage Counsel. * Investigates each claim through prompt contact with appropriate parties such as policyholders, claimants, law enforcement agencies, witnesses, agents, medical providers and technical experts to determine the extent of liability, damages, and contribution potential. Records necessary statements. * Identifies resources for specific activities required to properly investigate claims such as Subro, Fire or Fraud investigators and to other experts. Requests through Unit Manager and coordinates the results of their efforts and findings. * Verifies the nature and extent of injury or property damage by obtaining and reviewing appropriate records and damages documentation. * Maintains effective diary management system to ensure that all claims are handled timely. Evaluates liability and damages exposure, and establishes proper indemnity and expense reserves, at required time intervals. * Utilizes evaluation documentation tools in accordance with department guidelines. * Responsible for prompt, cost effective, and proper disposition of all claims within delegated authority. * Negotiate disposition of claims with insured's and claimants or their legal representatives. Recognizes and implements alternate means of resolution. * Maintains and document claim file activities in accordance with established procedures. * Attends depositions and mediations and all other legal proceedings, as needed. * Protects organization's value by keeping information confidential. * Maintains compliance with Claim Department's Best Practices. * Provides quality customer service and ensures file quality * Supports workload surges and/or Catastrophe operations as needed to include working significant overtime during designated CATs. * Communicates with co-workers, management, clients, vendors, and others in a courteous and professional manner. * Participates in special projects as assigned. * Some overnight travel maybe required. * Maintains the integrity of the company and products offered by complying with federal and state regulations as well as company policies and procedures. Qualifications: * Associate's Degree required; Bachelor's Degree preferred. A combination of education and significant directly related experience may be considered in lieu of degree. * Adjuster Licensure required. * One to three years of experience processing claims; property and casualty segment preferred. * Experience with Xactware products preferred. * Demonstrated ability to research, conduct proactive investigations and negotiate successful resolutions. * Proficiency with Microsoft Office products required; internet research tools preferred. * Demonstrated customer service focus / superior customer service skills. * Excellent communication skills and ability to interact on a professional level with internal and external personnel * Results driven with strong problem solving and analytical skills. * Ability to work independently in a fast paced environment; meets deadlines, and manages changing priorities effectively. * Detail-oriented and exceptionally organized * Collaborative partner; ability to contribute to a positive work environment. General Information: All employees must pass a pre-employment background check. Other checks may be needed based on position: driving history, credit report, etc. The preceding has been designed to indicate the general nature of work performed; the level of knowledge and skills typically required; and usual working conditions of this position. It is not designed to contain, or be interpreted as, a comprehensive listing of all requirements or responsibilities that may be required by employees in this job. Nothing in this job description restricts management's right to assign or reassign duties and responsibilities to this job at any time. Heritage Insurance Holdings, Inc. is an Equal Opportunity Employer. We will not discriminate unlawfully against qualified applicants or employees with respect to any term or condition of employment based on race, color, national origin, ancestry, sex, sexual orientation, age, religion, physical or mental disability, marital status, place of birth, military service status, or other basis protected by law.
    $36k-54k yearly est. 29d ago
  • Product Manager

    Allied Trust Insurance Company 4.3company rating

    Tampa, FL job

    Allied Trust Insurance isn't your typical “business as usual” P&C insurance company. Recognized as one of the fastest-growing companies by Inc. 5000 and honored as a Top Insurance Workplace in 2020, 2023, and 2024, we're building something special. Led by an experienced team of industry professionals, Allied Trust is committed to exceptional customer service, smart growth, and innovation. Here, your ideas matter - and you'll have the opportunity to make a real impact as we continue to grow. Now hiring: Product Manager Allied Trust is seeking a Personal Lines Product Manager to lead the strategy, development, pricing, and performance of our homeowners, dwelling, and related product lines. This is a hands-on role with full ownership of the product portfolio and direct responsibility for profitability, growth, and regulatory compliance. What You'll Be Doing In this role, you'll have end-to-end ownership of your products, including: Owning the P&L and driving growth, profit, and expense results Designing and launching new products and enhancing existing ones Turning data into action-monitoring performance and making course corrections when needed Building and maintaining business plans with premium goals, loss ratios, expense targets, and long-term strategy Partnering closely with Underwriting, Actuarial, Operations, Claims, and Marketing to solve problems and seize opportunities Managing regulatory filings and compliance across multiple states Keeping a pulse on the market through competitive and geographic analysis Supporting Marketing with product expertise for internal and external communications What We're Looking For: Education & Experience: Bachelor's degree in business, insurance, risk management, math, or a related field (or equivalent experience). 7+ years of Personal Lines insurance experience, ideally homeowners or combo auto/home Proven experience in product development, pricing, and portfolio management Strong analytical skills and comfort working with performance metrics and data A collaborative mindset-you enjoy working cross-functionally Clear communicator who can translate technical concepts for different audiences Self-starter with an entrepreneurial, roll-up-your-sleeves approach CPCU or progress toward actuarial exams is a plus Why You'll Love It Here: You'll enjoy a well-rounded benefits package, paid time off, opportunities to give back, a casual dress code, and an office/hybrid work environment. Why Tampa? Allied Trust is based in Tampa, right on Florida's beautiful Gulf Coast. Whether you enjoy sunshine, waterfront views, beaches, boating, biking, or golf, the area offers year-round outdoor fun. Tampa also delivers on city life - great restaurants, arts, sports, and a growing downtown scene. Families love the strong communities, parks, and family-friendly amenities. And yes, one of Florida's favorite perks still applies: NO state income tax. Work where others vacation - and build something meaningful while you're here. Just a Quick Check As part of our hiring process, we run a criminal background check and use E-Verify to confirm work authorization. Easy, standard, and part of getting you ready to start. TO ALL RECRUITMENT AGENCIES: Allied Trust does not accept unsolicited agency resumes. Please do not forward resumes to our email alias, employees, or other physical or virtual organization locations. We are not responsible for any fees related to unsolicited resumes.
    $73k-96k yearly est. 2d ago
  • Subrogation Intake Specialist

    Universal Insurance Holdings 4.1company rating

    Fort Lauderdale, FL job

    Know your rights Inform yourself of your rights and responsibilities by reviewing the content provided in the list below. Employment Eligibility (e-Verify): English & Spanish Right to work: English / Spanish It's fun to work in a company where people truly BELIEVE in what they're doing! We're committed to bringing passion and customer focus to the business. Payment Processing & Documentation: Accurately process through Mavro, Atlas, and other software to record incoming subrogation payments. Reconcile payment records with case files and update internal systems. Ensure proper allocation of funds to appropriate claims. Tortfeasor Communication & Follow-Up: Initiate and maintain contact with tortfeasors regarding outstanding balances and releases. Monitor and follow up on payment plans to ensure compliance. Escalate delinquent accounts to appropriate channels for further action. Promissory List Management: Serve as the primary custodian of the promissory list. Track all active promissory notes and payment agreements. Update and maintain accurate records of payment statuses and due dates. Administrative Support: Assist subrogation personnel and adjusters with intake and documentation of new cases. Generate reports related to payment activity and promissory compliance. Maintain confidentiality and data integrity across all subrogation files. #ZR Benefit Highlights Industry leading medical, dental and vision insurance plan 401(k) Retirement Plan with a company match of 100% on up to 5% of compensation (match is fully-vested immediately) Generous PTO policy Eligible for performance based bonuses
    $31k-43k yearly est. Auto-Apply 9d ago
  • Agency Leader in Tampa, FL

    Chubb 4.3company rating

    Tampa, FL job

    Combined Insurance, a Chubb Company, is seeking an Agency Leader to join our fast-paced, high energy, growing company. We are proud of our tradition of success in the insurance industry of over 100 years. Come join our team of hard-working, talented professionals! JOB Summary The Agency Leader (AL) is responsible for delivering annual new sales objectives in an assigned area by sourcing, providing guidance, and supporting Agency Coordinators and Independent Agents and for providing sales & service support to current policyholders. The AL is responsible for sourcing, identifying, and affiliating, new Independent Agents as well as providing coaching and voluntary training to both Independent Agents and Agency Coordinators. Responsibilities Sourcing & Development * Establish local networks and source prospective new Independent Agent candidates and independent agencies to sell Combined products * Conduct informational seminars for prospective new Independent Agents as needed. * Represent the Agency at local job fairs or other hiring events * Affiliate Independent Agent candidates * Make recommendations for developing Independent Agents into leadership roles such as Agency Coordinator Field Training * Provide in-person support to Independent Agents during sales visits as requested and provide voluntary training and/or guidance as needed to support them in the sale of Combined products * Develop expertise in all aspects of the Sales Process and remain available for consultation and/or guidance to Independent Agents and Agency Coordinator as requested * Provide support with developing targeted training for Agency Coordinators and Independent Agents who request additional development * Collaborate with Carrier Compliance Department to provide required compliance training * Support Agency Coordinators and Independent Agents in appointment setting, upon request and as needed Meetings * Lead voluntary meetings and webinars * Facilitate and attend training and development meetings developed and led by AD and carrier for support * Attend other Agency meetings, as required Administration Support * Assist Agency Coordinators and Independent Agents in adhering to administrative process * Be the primary contact point for administrative and implementation support queries * Support AC and Independent Agents with sales tools and their implementation Other * Work with team to reach production expectations and guidelines set by Agency Management * Meet growth goals in APV and Affiliation * Effectively demonstrate the Agency's Sales Process * Follow Company policies procedures and expectations * Set an example for others to follow * Establish local presence for Agency COMPETENCIES * Problem Solving: Takes an organized and logical approach to thinking through problems and complex issues. Simplifies complexity by breaking down issues into manageable parts. Looks beyond the obvious to get at root causes. Develops insight into problems, issues and situation * Continuous Learning: Demonstrates a desire and capacity to expand expertise, develop new skills and grow professionally. Seeks and takes ownership of opportunities to learn, acquire new knowledge and deepen technical expertise. Takes advantage of formal and informal developmental opportunities. Takes on challenging work assignments that lead to professional growth * Initiative: Willingly does more than is required or expected in the job. Meets objectives on time with minimal supervision. Eager and willing to go the extra mile in terms of time and effort. Is self-motivated and seizes opportunities to make a difference. * Adaptability: Ability to re-direct personal efforts in response to changing circumstances. Is receptive to new ideas and new ways of doing things. Effectively prioritizes according to competing demands and shifting objectives. Can navigate through uncertainty and knows when to change course * Results Orientation: Effectively executes on plans, drives for results and takes accountability for outcomes. Perseveres and does not give up easily in challenging situations. Recognizes and capitalizes on opportunities. Takes full accountability for achieving (or failing to achieve) desired results * Values Orientation: Upholds and models Chubb values and always does the right thing for the company, colleagues and customers. Is direct truthful and trusted by others. Acts as a team player. Acts ethically and maintains a high level of professional integrity. Fosters high collaboration within own team and across the company; constantly acts and thinks "One Chubb" Education and Experience * Stable work history with minimum of 3 years with a successful sales track record. Insurance sales is a plus * 1+ years of Sales team management. Experience in leading independent contractor workforce preferred * Demonstrated ability to build a team through proven sourcing and recruitment strategies * High School Degree or equivalent required, college degree preferred * Ability to use Microsoft Office and tablet at intermediate level. * An active professional network is required * Obtaining a valid Life, Accident and Health license prior to employment date
    $74k-109k yearly est. Auto-Apply 9d ago
  • Business Systems Analyst (Onsite)

    Universal Insurance Holdings 4.1company rating

    Fort Lauderdale, FL job

    Know your rights Inform yourself of your rights and responsibilities by reviewing the content provided in the list below. Employment Eligibility (e-Verify): English & Spanish Right to work: English / Spanish It's fun to work in a company where people truly BELIEVE in what they're doing! We're committed to bringing passion and customer focus to the business. Position Overview The Business Systems Analyst plays a pivotal role in the management and administration of Universal's financial systems. This is an entry-level position and works within a team that is tasked with maintaining the integrity, security, and operational efficiency of financial software applications, while providing essential support to financial operations and driving system optimization. The successful candidate will demonstrate a strong combination of technical proficiency, financial insight, and effective communication skills to facilitate collaboration with diverse stakeholders. Individuals in this capacity will contribute and be part of a team that possesses advanced knowledge of system applications and has substantial experience with the software implementation life cycle, along with specialized expertise in enterprise resource planning (ERP) software and associated platforms. Superior analytical and problem-solving abilities are requisite, as are exemplary written, verbal, and interpersonal skills, given the frequent interaction with team members and leadership across the organization. Typically, businesses seek applicants with a bachelor's degree in finance, accounting, computer science, or a related discipline. Duties and Responsibilities: Act as a liaison between the business functions of the organization and service providers. Facilitate communication between internal and external parties to minimize costs and delays. Support the evaluation of Universal's ERP capabilities and assess the feasibility of new projects. Review ERP implementations and suggest methods to optimize the systems. Provide production support for systems and address system-related issues. Implement temporary solutions when necessary and recommend alternative system solutions. Oversee the configuration, maintenance, and daily operations of financial systems, including managing user access. Administer the company's ERP system, specifically the Workday platform, with emphasis on security administration. Manage the Workday ticketing system. Maintain the Change Management process and policy, ensuring proper documentation and quality assurance. Prepare reports on user access, security incidents, and compliance status for management and audit purposes. Assist with evaluating and documenting system upgrades, new releases, and implementation activities. Respond to requests from internal auditors. Serve as the main contact for users experiencing financial system issues, providing support and problem resolution. Analyze and research system issues to determine corrective actions and conduct appropriate follow-up. Collaborate with stakeholders, including finance, HR, and IT departments, to facilitate effective communication and coordination on system-related and ad hoc projects. Contribute to process improvements and escalation procedures. Skills and Qualifications: Bachelor's degree in finance, accounting, information systems, or related discipline; a master's degree is considered an advantage. This is an entry-level position, but experience in financial systems administration, with familiarity in ERP systems such as Workday, Clearwater, and Workiva, would be a plus. Demonstrated problem-solving abilities and attention to detail. Capable of working independently and collaborating with cross-functional teams. Organizational skills that are sufficient for managing multiple priorities and meeting deadlines. #ZR Benefit Highlights Industry leading medical, dental and vision insurance plan 401(k) Retirement Plan with a company match of 100% on up to 5% of compensation (match is fully-vested immediately) Generous PTO policy Eligible for performance based bonuses
    $52k-74k yearly est. Auto-Apply 60d+ ago
  • INSURANCE AGENT

    Universal Insurance Managers Inc. 4.1company rating

    Orlando, FL job

    General Description: Responsible for helping clients understand, select, and manage insurance policies that cover damage to property (homes, cars, businesses) and liability exposures. This role involves sales, client consultation, policy management, and ensuring compliance with industry regulations. Essential Duties and Responsibilities: Develop and maintain strong relationships with clients to understand their insurance needs. Educate clients on available P&C insurance products, policy features, benefits, and coverage options. Provide personalized recommendations and quotes based on individual risk assessments. Prospect for new clients through networking, referrals, cold calling, and marketing campaigns. Follow up on leads and close new policy sales in a timely and professional manner. Assist clients with policy renewals, coverage changes, endorsements, and cancellations. Process applications, issue certificates of insurance, and maintain accurate client records. Handle claims-related inquiries and support clients through the claims process. Perform other duties as required. Supplemental Information: This job description has been prepared to indicate the general nature and level of the work that the employees perform within their classification. This description is not and cannot be interpreted as an inventory of all the duties, tasks, responsibilities and qualifications required for the employees assigned to this job. Education and/or Experience: High school diploma or equivalent required; bachelor's degree preferred. 2+ years of experience in insurance sales Familiarity with agency management systems and quoting platforms is a plus. Spanish and Portuguese preferred. Strong communication and interpersonal skills. Sales-driven with excellent negotiation and closing abilities. Organized, detail-oriented, and able to manage multiple tasks simultaneously. Proficient in Microsoft Office and CRM systems. Ability to work independently and in a team environment. Licenses and / or Certifications: Insurance Agent Licenses required: 4-40 license is required. 2-20 General Lines (Property & Casualty) & Additional insurance licenses (e.g. Life & Health) are a plus.
    $32k-62k yearly est. 18d ago
  • PRS Agency Sales Manager

    Chubb 4.3company rating

    Tampa, FL job

    Chubb Personal Risk Services offers an array of property and casualty insurance products for individuals and families with fine homes and possessions. Our clients include many of the most affluent families in the world, executives, business owners and top collectors of art, jewelry, wine and automobiles. Chubb Personal Risk Services is seeking an Agency Sales Manager (ASM) for our Tampa Branch. The ASM position is an external facing sales role requiring daily, independent travel to assigned tier 1 and 2 agents and brokers. The territory will include the entire state of Florida, with agency assignments predominately in the Northeastern & Southeastern portions of the state. Travel to the Tampa, FL branch office will be a requirement, but the frequency of that travel will be based upon the applicant's residence within the state. The ASM will be primarily responsible for new client acquisition that meets Chubb's account appetite and profitable growth expectations. The ASM will manage agents in partnership with an Agency Relationship Manager (ARM) who is responsible for the overall agency relationship management including renewal client management, retention, and cross selling. The ASM and the ARM will work as a team, with both individuals responsible for Written Premium Growth, the ASM assigned to new client acquisition and the ARM assigned to existing client new business and cross selling, for the same group of independent agents and brokers. The ASM will report directly to VP Personal Lines Manager, Tampa Branch. Key Responsibilities: Develop agency assessments and business plans with assigned independent agents designed to grow new business from new client. Identify new clients with annual premium of $5,000 to $250,000+ through effective pipeline development, account pre-qualification and territory analysis/management. Responsible for new client acquisition including pipeline development and pipeline management ultimately leading to closing deals. Responsible for new client quote follow up and quote optimization with agents. Premier account segment new customer table set best practice. Travel within assigned territory 4-5 days/week supported by office time as needed for scheduling agency appointments, agency travel preparation and follow-up, Salesforce documentation etc. Provide support to assigned agencies with new client development sales matters. This includes: Agency training to understand Chubb's products, services, and competitive advantages. Marketing campaigns, events and corporate directives that are designed for new customer development such as new business guideline changes. Analyze new business trends including quote volume, quality and hit ratio. Build and maintain strong relationships with assigned agents and brokers to meet or exceed financial objectives for assigned territory. Follow disciplined sales process to ensure consistent execution of best practices, including agency assessment, business plans and Salesforce documentation. Participate in internal meetings and report on results as appropriate. Work with agents and underwriting on new client quotes. Collaborate and interact with Sales, Underwriting, Risk Consulting, Product, Claims and Branch Administration. Key Competencies: Results Orientation : Proven track record of sustained high sales performance and achievement with an ability to drive results and innovate in a fast- paced environment by: Recognizing and capitalizing on opportunities Distinguishing what results are important with a focus on achieving high-payoff activities and goals Challenging self and others to do better without minimizing accomplishments Identifying critical success factors to accomplish desired results and develop plans to achieve them Ensuring goals and objectives are measurable and focus on goals not activities Continually looking for ways to change and improve processes to create improved business results Adaptability : Agile learner who can quickly absorb information and apply it to current business situations by: Responding well to change Handling multiple demands/priorities Adapting to best fit with situation at hand Handling conflict effectively Developing new skills quickly Accepting new responsibilities willingly Sales Acumen : Leverage market, business and technical knowledge and insights by: Possessing a big picture perspective and detailed operational understanding of own area of responsibility Employing a disciplined sales process to ensure consistent execution of best practices (agency assessments drive pipeline management, business plans set goals and drive execution of tactics, effective agency travel advances new business activities/results, etc.) Effective utilization of Salesforce to view dashboard information, review open opportunities and add updates, run agency financial reports and summarize agency travel Intrinsic curiosity paired with effective questioning and active listening skills Strong negotiation, leveraging and value-based selling skills Influence Management : Influence and inspire others by: Communicating effectively and passionately about Chubb/Personal Risk Services Successfully persuading, convincing and influencing others on “why Chubb” Anticipating and preparing for how others will react and overcome obstacles/resistance Leveraging agency relationships to close deals Education and Experience: Bachelor's degree or equivalent work experience Minimum of 3 years of personal lines sales, marketing, underwriting, claims, risk consulting or agency experience Experience selling to successful individuals and families preferred
    $82k-102k yearly est. Auto-Apply 6d ago
  • AGENCY RELATIONS SPECIALIST

    Universal Insurance Managers Inc. 4.1company rating

    Sarasota, FL job

    The Agency Relations Specialist is responsible for maintaining compliance of Agency and Producer appointments and contracts for Universal North America. Provides inside sales support for Territory Sales Managers. Essential Duties and Responsibilities: Coordinate receipt of and execution of contracts between agencies, producers and company. Transact and manage producer appointments and producer terminations with state DOI directly or using SIRCON website. Request and maintain evidence of current agency E&O per state DOI requirements. Track, collect, and account for receipt of state licensing/appointment fees per state DOI requirements. Coordinate receipt of id's and passwords between CGI and company. Manage book of business transfers, agency changes, and terminations in accordance with state statutes and company contracts. Interact with numerous vendors and marketing channels (Ivantage/Allstate, Arrowhead, Torrent, Lexis Nexis, InFocus). Support multi-state appointments and increased activity associated with National Accounts. Assist in market conduct exams and state audits by providing requested information and responding to examiners questions. Work closely and communicate effectively with other departments including Legal, Accounting, Systems, and Customer Service. Respond promptly to producer's calls and emails. Include answering producer's questions and concerns and addressing with appropriate personnel at Universal, CGI, Lexis Nexis and Torrent. Discipline maintenance of producer databases and spreadsheets. Adherence to strict timelines for appointment renewals. Manage email lists for all marketing communications. Respond to agent inquiries regarding commission payments and statements. Perform other duties as required. Supplementary Information This job description has been prepared to indicate the general nature and level of the work that employees perform within their classification. This description is not and cannot be interpreted as an inventory of all the duties, tasks, responsibilities and qualifications required for the employees assigned to this job. Education and / or Experience: High School Diploma or GED. Excellent communications (written and oral) and organizational skills. Must be proficient in Microsoft Office (Excel, Word, and Outlook), Mapping, and Internet based platforms. Operational savvy- consistently looks to streamline processes and procedures. Ability to comprehend state regulations and statutory requirements pertaining to licensing and appointing. Meticulous attention to detail and disciplined organizational skills. Familiarity with Universal North America quoting system and products helpful. Ability to handle multiple priorities. Must be self-motivated, detail oriented and a team player. Licenses and / or Certifications: Property and Casualty 2-20 or 4-40 license preferred but not required
    $32k-51k yearly est. 7d ago
  • Marketing Administrator

    Universal Insurance Holdings Inc. 4.1company rating

    Fort Lauderdale, FL job

    Know your rights Inform yourself of your rights and responsibilities by reviewing the content provided in the list below. * Employment Eligibility (e-Verify): English & Spanish * Right to work: English / Spanish It's fun to work in a company where people truly BELIEVE in what they're doing! We're committed to bringing passion and customer focus to the business. Position Overview: This position provides consistent and valuable support to the marketing department management as well as department operations. The following are the usual, basic and essential functions of the position. These functions are not to be construed as an exhaustive list of all responsibilities, duties and skills required. Essential Job Functions: * Process a variety of day to day functions including but not limited to appointments, terminations, acquisitions, etc. * Primary phone coverage for Marketing and Technical Support queues providing assistance and support for agents, policy holders and external field representatives * Ability to work in both a team environment and self guided * Maintain regular and reliable attendance * Adhere to policies and procedures of employee handbook * Able to work in a fast-paced environment * Demonstrates initiative and resourcefulness Required Knowledge, Skills & Ability * 220 or 20-44 license with a minimum of one year homeowner's insurance experience * Excellent verbal and written communication * Prior customer service experience, preferred but not required * Strong organizational and multi-tasking skills * Data entry and working knowledge of computer functionality * Proficient in Microsoft Office * Proficient in proprietary software (within first 90 days) * Working knowledge of Sales Force preferred but not required * Bilingual preferred but not required Benefits: * Industry leading medical, dental and vision insurance plan * 401(k) Retirement Plan with a company match of 100% on up to 5% of compensation (match is fully-vested immediately) * Generous PTO policy * Eligible for performance based bonuses #ZR Universal Insurance Holdings, Inc. is an Equal Opportunity Employer. We consider the best qualified individuals available, without regard to race, color, religion, age, national origin, ancestry, ethnicity, gender, gender identity, gender expression, sexual orientation, marital status, veteran status, disability, genetic information, citizenship status, or membership in any other group protected by federal, state or local law. By submitting your resume for this position, you understand and agree that Universal Insurance Holdings, Inc., may share your resume, as well as any other related personal information or documentation you provide, with its subsidiaries and affiliated companies for the purpose of considering you for other available positions. Benefit Highlights * Industry leading medical, dental and vision insurance plan * 401(k) Retirement Plan with a company match of 100% on up to 5% of compensation (match is fully-vested immediately) * Generous PTO policy * Eligible for performance based bonuses
    $42k-62k yearly est. Auto-Apply 9d ago
  • Data Entry

    Wellpoint 4.6company rating

    Miami, FL job

    This position provides clerical and logistic support to the service center.? Process service orders, maintains parts, and logistic files, answers phones, generates and forwards service center reports, interfaces with suppliers and maintains office files.? Interface wtih all levels of management, team members, internal and external customers.? DUTIES AND RESPONSIBILITIES: Handle incoming calls Generate service orders for dispatch to technicians Post completed service orders from technicians and contractors Post shuttle sheets from drivers for units shuttled out Assist customers with merchandise follow up Generate daily, weekly, and monthly reports Daily follow up on warranty rejects Qualifications JOB REQUIREMENTS: Previous work experience in office environment Must be self starter and dependable Computer literate and working knowledge of Microsoft produts (Word, excel etc.?) Excellent phone and interpersonal skills Detail oriented and organized Decision making, problem solving ability Must be able to multi-task Must be able to work in a very fast paced environment Previous data entry experience
    $34k-39k yearly est. 60d+ ago
  • Attorney

    Chubb 4.3company rating

    Tampa, FL job

    The Chubb Staff Counsel office of McGuinness & Cicero is seeking an experienced litigation attorney for our Tampa, Florida office. As a member of Florida Staff Counsel, you will be responsible for defending employment claims (charges and lawsuits) brought in state and federal courts against Chubb's insureds. You will have full-file responsibility over assigned cases, including trial, motion practice, discovery, investigations, pleadings, mediation, and appeals. Regular reporting and case evaluations to clients and claim examiners are also key aspects of this role. Legal Knowledge & Skills Demonstrated ability to manage a full caseload from inception through trial. Strong knowledge of current procedural and substantive law for both state and federal practice, including: Employment discrimination Premises liability Construction accidents and defects Motor vehicle liability Products liability Defamation Effective verbal and written advocacy and negotiation skills. Strong research and writing skills. Ability to apply analytical skills to address complex legal issues. Professional Skills Strong written and verbal communication skills. High level of responsiveness to clients and claims examiners. Ability and willingness to proactively communicate and report to clients, claims staff, and other members of Staff Counsel. Excellent time management and organizational skills, with the ability to work in a high-volume environment. Technical Skills Proficiency with electronic case management systems. Ability to perform electronic legal research, draft pleadings, and file/serve court documents electronically. Work Environment & Travel In-office work environment. Travel within Florida is required to handle cases in various jurisdictions. Education & Experience Licensure & Admissions Active license to practice law in Florida. Admission to The Florida Bar. Admission to the U.S. District Courts of Florida (Southern, Middle, and Northern Districts). Experience Minimum of 5 years of litigation experience, with a focus on Employment Practice Liability (EPL) matters preferred. At least 5 years of experience handling employment law claims (litigation and administrative claims) preferred. Prior experience with casualty/general liability claims is a plus. Prior jury trial experience on high-exposure cases. All interested candidates must apply online. McGuinness & Cicero attorneys and staff are employees of ACE American Insurance Company, a Chubb Company. Chubb does not accept unsolicited resumes from third-party agencies or recruiters, and no fees will be paid for unsolicited candidates. Join our team and leverage your expertise in Employment Practice Liability to provide high-quality legal representation and service to our clients.
    $80k-111k yearly est. Auto-Apply 60d+ ago
  • Data Engineer

    Universal Insurance Managers Inc. 4.1company rating

    Orlando, FL job

    General Description: The Data Engineer will play a critical role within the Information Technology organization, partnering closely with data and analytics leadership to build and optimize scalable, reliable data pipelines and platforms that support enterprise analytics and decision-making. This role focuses on enabling data availability, quality, and accessibility across business domains, ensuring alignment with strategic data initiatives. The engineer will work with cross-functional teams to gather and translate business data requirements into technical solutions, support data integration efforts, and uphold data governance standards. Responsibilities may include contributing to the development of data products, enhancing data infrastructure, and supporting data platform modernization efforts to ensure trusted, timely data is accessible for business use. Essential Duties and Responsibilities: Guidewire Data Warehouse Management: Continue to support and enhance the Guidewire Enterprise Data Warehouse, ensuring data availability, accuracy, and efficiency in ETL operations. Data Platform Implementation: Architect, design, and implement a scalable, on-prem or cloud-based enterprise data platform, integrating diverse data sources beyond Guidewire Insurance Suite Data Integration & Engineering: Develop and oversee ETL/ELT pipelines to ingest, transform, and store data efficiently, leveraging modern tools. Data Modeling & Architecture: Design and implement optimized data models for structured and unstructured data, supporting reporting, analytics, and AI/ML initiatives. Data Governance & Security: Establish best practices for data governance, data quality, metadata management, and security compliance across all data assets. Advanced Analytics Support: Enable self-service analytics, real-time data processing, and AI/ML-driven insights by integrating modern data technologies such as data lakes, streaming data, Graph and NoSQL databases. Collaboration & Leadership: Act as a strategic partner to IT, business units, and analytics teams, aligning data initiatives with organizational goals. Mentor junior team members and foster a culture of data-driven decision-making. Monitor the task queue, take, and update tickets as directed by your supervisor. Successfully engage in multiple initiatives simultaneously. Contributes to the development of project plans and may assign and monitor tasks. Assist in the development and generation of new reports to be provided to senior management across functional departments. Performs other duties as required. Supplemental Information: This job description has been prepared to indicate the general nature and level of the work that the employees perform within their classification. This description is not and cannot be interpreted as an inventory of all the duties, tasks, responsibilities, and qualifications required for the employees assigned to this job. Education and / or Experience: Bachelor's or Master's degree in Computer Science, Information Systems, Data Science, or a related field. 5+ years of experience in data architecture, engineering, or related roles, preferably within the insurance industry. Strong expertise in the Guidewire InsuranceSuite database schemas (PolicyCenter, BillingCenter, ClaimCenter) is a plus. Ability to analyze and learn new complex data sources models and integrate them into the data platform's pipelines. Experience implementing cloud-based data platforms in Azure and familiarity with data lakehouse architectures. Proficiency in modern ETL/ELT tools (e.g., MS SSIS and Azure Data Factory) and database technologies (SQL, Databricks, etc.). Hands-on experience with big data processing, streaming technologies (Kafka, Spark, Flink), and API-driven data integration. Strong understanding of data security, compliance, and governance best practices (GDPR, CCPA, SOC2, etc.). Familiarity with BI/reporting tools such as Power BI, Tableau, Looker. Strong knowledge and experience implementing Data Mesh architecture is a plus. Knowledge of machine learning frameworks and MLOps is a plus. Familiarity with ticketing systems like Atlassian Jira used to assign and track work amongst multiple team members. Must be resourceful, industrious, and willing to take on new tasks and proactively learn new technologies to keep up with business needs. Must be able to work under tight deadlines efficiently and with high quality. Must possess strong organizational skills with demonstrated attention to detail. Must be flexible and able to adapt in a changing business environment. Must possess a positive attitude and strong work ethic. Excellent verbal and written communication skills and the ability to interact professionally with a diverse group (executives, managers, and subject matter experts). Must be proficient in Microsoft Office (Excel, Word, Power Point). Licenses and / or Certifications: Azure Data Engineer Associate or higher preferred.
    $80k-104k yearly est. 3d ago
  • Commercial Lines Product Manager

    Universal Insurance Managers Inc. 4.1company rating

    Sarasota, FL job

    General Description: The Commercial Lines Product Manager will lead the development of new commercial lines programs. This is a highly technical, hands-on role, where the Commercial Lines Product Manager will be responsible for the creation, enhancement, and implementation of comprehensive insurance products that meet market needs and drive business growth. The Commercial Lines Product Manager (CLPM) will identify target market segments and perform industry and competitor analysis, translating business objectives into product strategies and roadmaps from concept through delivery of programs for production. The CLPM is responsible for all aspects of multistate product development; pricing, coverage, rules and guidelines in compliance with state laws and regulations in each of the states in which the programs will be offered. Essential Duties and Responsibilities: Lead the product development process to produce initial rate, rule and form filings for new products as assigned by department leadership. Gather and incorporate input from Sales, Risk Management, Actuarial, Underwriting, Claims, Systems. Legal and Regulatory Compliance into the product development process to ensure the needs/concerns are appropriately addressed and result in comprehensive products that return a consistent profit while meeting market need. Manage the filing processes on all new programs, coordinating, compiling and submitting responses to regulator inquiries and requests for information on filings within established timeframes. Communicate details of new product filings to appropriate internal departments, as warranted, including providing programming requirements for the implementation of new programs into the front and back-end policy administration systems. Develop requirements for data reports needed to monitor program trends and key performance indicators and will work with the Reporting team to gather data from any and all systems and to validate that data is, and remains, accurate for the life of the reports. In addition, the Commercial Lines Product Manager will use advanced data collection and analysis skills to assess the effectiveness of program initiatives in meeting stated goals. Responsible for pre and post promote validation of system programming related to new product launch to validate that system processes are consistent with the programming requirements provided for all assigned programs in all Policy Administration Systems currently in use to produce applications and policies in the assigned states. Responsible for the development of programming requirements with enough detail to efficiently produce the data elements needed for proper evaluation of pricing, segmentation, overall program results, financial reporting, statistical reporting and to support regulatory data call requirements for assigned states. Participate in onboarding and technical development of department staff. Maintain an understanding of emerging trends in P&C insurance, sharing knowledge with the broader product and business teams. Some travel may be required. Performs other duties as required. Supplementary Information: This job description has been prepared to indicate the general nature and level of the work that the employees perform within their classification. This description is not to be interpreted as an inventory of all the duties, tasks, responsibilities and qualifications required for the employees assigned to this job. Education and Experience: Bachelor's degree in business or related discipline. Five (5) years in commercial lines product management within the insurance industry required. Strong familiarity with ISO rules, forms, and regulatory filing processes and experience analyzing competitor filings and market data strongly preferred. Deep understanding of the P&C insurance industry and specifically, commercial lines, a recent and comprehensive product development background, and a track record of delivering successful programs that meet or exceed ROI expectations. Strong ability to analyze data and identify trends. Experience with advanced data creation and analysis are highly preferred. Ability to develop and execute product strategies. Excellent written and verbal communication skills, including the ability to communicate complex information clearly. Ability to lead cross-functional teams and influence stakeholders. Understanding of business principles and market dynamics. Experience with development and submission of filing via SERFF and IRFS. Experience and proficiency working in a fast-paced environment, managing multiple projects simultaneously to deliver new programs with accuracy, on time and within budget. Proficiency with Microsoft Suite, including but not limited to Excel, Word, Access, Outlook, and PowerPoint. Licenses and / or Certifications: CPCU or similar insurance certification preferred
    $56k-81k yearly est. 22d ago
  • Senior Treasury Manager

    Universal Insurance Holdings 4.1company rating

    Fort Lauderdale, FL job

    Know your rights Inform yourself of your rights and responsibilities by reviewing the content provided in the list below. Employment Eligibility (e-Verify): English & Spanish Right to work: English / Spanish It's fun to work in a company where people truly BELIEVE in what they're doing! We're committed to bringing passion and customer focus to the business. Treasury Manager The Finance Department of Universal Insurance Holdings, Inc. is seeking a Finance Operations Manager that will perform key activities associated with day to day AP, AR and treasury operations, monthly closing and reporting cycle. It is a key position within the Treasury Group providing leadership and technical guidance to the Treasury group members. The Treasury team is comprised of thirteen individuals responsible for accounts receivable, accounts payable, disbursements, budget expense analysis, accruals, banking, investments, risk management and issue/error remediation. Accounting knowledge is required. This position will also participate in projects and ad hoc requests as they emerge. In addition, this position will focus on the development of the Treasury team. The Finance Operations Manager will report to the Director of Treasury Operations and will also collaborate with other members of the Finance Department (GAAP and Statutory Accounting Team, FP&A Team, Tax and Investor Relations. etc.) as well as the Internal Audit group. This position offers a wide range of responsibilities that will allow the candidate to grow with the Company and become an integral part of the Finance Department and the organization. Duties and Responsibilities: Daily management of the Accounts Payable, Accounts Receivable and Banking functions and supervision of staff. Various Accounting & Compliance functions including 1099 reporting, escheatment, accrual management, general ledger coding of invoices, allocations and vendor maintenance. Monitoring and oversight of timely processing of invoices, premium refunds and commission payments. Development and support of Treasury policies, procedures, and controls, as well as ensuring that all internal control procedures are enforced and followed. Support and participation in special projects and strategic planning activities. Keep up-to date on information and technology affecting functional area(s) to increase innovation and ensure compliance. Train, develop and appraise staff effectively. Take corrective action as necessary on a timely basis and in accordance with company policy. Assist in treasury projects including bank/custodian/investment account maintenance, liquidity management, cash flow projections, operational projects and other duties as assigned. Maintain monthly book closing schedule and workflow to assure timely and accurate book closing Monthly expense budget analysis and feedback to FP&A team Quarterly activities: Assist when requested with 10-Q/10-K and disclosure items Requirements: Bachelor's degree in Accounting or Finance. Graduate degree a plus. Workday G/L experience or certification/training a plus. Preferably 6 to10 years of related work experience Demonstrable understanding of treasury, banking and accounting concepts and principles. Transactional and analytic experience. Familiar with banking systems, platforms and products. Proficient in Microsoft Office, Word, Excel and PowerPoint. Strong attention to detail and solid organizational skills mandatory. Excellent time management and communication skills. Possess commitment to a team environment as well as the ability to work independently. Understanding and experience with U.S. Payment system (i.e. wires, ACH, checks, RTP, Zelle). #ZR Benefit Highlights Industry leading medical, dental and vision insurance plan 401(k) Retirement Plan with a company match of 100% on up to 5% of compensation (match is fully-vested immediately) Generous PTO policy Eligible for performance based bonuses
    $69k-117k yearly est. Auto-Apply 60d+ ago
  • Agency Services Specialist

    Heritage Insurance 4.2company rating

    Heritage Insurance job in Tampa, FL

    Agency Contracting & Licensing Specialist Department: Agency Services Employment Type: Full-Time, Non-Exempt, Benefits Eligible(1st of the month, following date of hire, no waiting period!) About the Role As a publicly traded leader in the Property & Casualty insurance industry, we are committed to delivering exceptional service, maintaining operational excellence, and supporting our network of valued agency partners. We are seeking a highly organized and detail-driven Agency Contracting & Licensing Specialist to join our growing team. In this role, you will manage the end-to-end processing of agent contracting, licensing, reinstatements, cancellations, and regulatory appointments. This position plays a critical part in ensuring compliance, safeguarding the accuracy of company records, and supporting agents, clients, and internal teams with professionalism and exceptional service. What You'll Do * Process agent contracting applications, licensing packets, reinstatements, cancellations, and related documents; review all materials for accuracy and proactively follow up on missing information. * Serve as a knowledgeable resource for agents, providing guidance on licensing, appointment status, and regulatory requirements. * Manage all Office of Insurance Regulation (OIR) agent appointments. * Respond to inquiries from agents, clients, and business partners regarding policy processing and licensing status. * Prepare agent and client communications in accordance with established procedures. * Verify the accuracy of internal and external insurance records; maintain up-to-date data integrity across agency files. * Contact agencies and partners to confirm and update key contact information, website details, and contracting documentation. * Support servicing of existing clients and help resolve agency or client concerns. * Collaborate with colleagues, leaders, and external stakeholders in a professional and courteous manner. * Assist with special projects and provide general administrative support as needed. * Ensure all activities comply with federal and state insurance regulations, as well as company policies and procedures. What You Bring * High school diploma or equivalent required; Associate's degree preferred. * 4-40 Customer Service Representative License preferred, but not required. * At least two years of experience in customer service, office administration, or a related field; experience with insurance processing strongly preferred. * Prior experience in the Property & Casualty insurance industry is a plus. * Strong research, investigation, and problem-resolution skills. * Proficiency with Microsoft Office; experience with industry software or research tools is a plus. * Outstanding customer service skills and the ability to communicate professionally with internal and external partners. * Analytical thinker with strong problem-solving abilities and a commitment to delivering results. * Ability to work independently in a fast-paced environment while managing multiple priorities. * Meticulous attention to detail and strong organizational skills. * Team-oriented mindset with the ability to contribute to a positive, collaborative work environment. General Information: * All employees must pass a pre-employment background check. Other checks may be needed based on position: driving history, credit report, etc. * The preceding has been designed to indicate the general nature of work performed; the level of knowledge and skills typically required; and usual working conditions of this position. It is not designed to contain, or be interpreted as, a comprehensive listing of all requirements or responsibilities that may be required by employees in this job. Nothing in this job description restricts management's right to assign or reassign duties and responsibilities to this job at any time. * Heritage Insurance Holdings, Inc. is an Equal Opportunity employer. We will not discriminate unlawfully against qualified applicants or employees with respect to any term or condition of employment based on race, color, national origin, ancestry, sex, sexual orientation, age, religion, physical or mental disability, marital status, place of birth, military service status, or other basis protected by law
    $27k-39k yearly est. 37d ago
  • Underwriting Assistant

    Heritage Insurance 4.2company rating

    Heritage Insurance job in Tampa, FL

    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 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.
    $27k-38k yearly est. 15d ago
  • Assistant Controller

    Heritage Insurance 4.2company rating

    Heritage Insurance job in Tampa, FL

    We are seeking an experienced Assistant Controller to support the development, execution, and oversight of our accounting practices and financial reporting framework. This role plays a key part in ensuring the accuracy and integrity of Statutory and US GAAP financial reporting, maintaining compliance with internal and external requirements, and contributing thought leadership that strengthens our accounting operations. Essential Duties & Responsibilities * Lead, manage, and coordinate daily accounting and financial reporting activities, including month-end close, balance sheet reviews, and preparation of financial statements. * Supervise, mentor, and develop accounting team members, including temporary staff and interns. * Support the design, documentation, and testing of internal controls to ensure compliance with regulatory requirements and internal policies. * Oversee the preparation and timely submission of quarterly and annual Statutory filings. * Maintain strong controls over the general ledger environment. * Manage the month-end close process, ensuring completeness and accuracy of financial results; review and approve journal entries and monthly account reconciliations. * Research complex accounting matters and provide recommendations in accordance with Statutory accounting principles and US GAAP. * Ensure compliance with Sarbanes-Oxley (SOX) requirements and corporate accounting policies. * Prepare monthly financial statements and variance analyses; contribute to developing management reports and operational metrics. * Coordinate annual Statutory and GAAP audits; serve as a key liaison with external auditors, state regulators, and support triennial exams. * Monitor and protect company assets, including accounts receivable. * Support capital adequacy assessments and respond to inquiries from regulators and rating agencies. Qualifications * Bachelor's degree in Accounting required; CPA strongly preferred. * Minimum of 7 years of relevant accounting experience, including at least 5 years in property and casualty insurance. * Strong knowledge of Statutory accounting principles required; US GAAP experience essential. * Proven leadership, strategic thinking, and presentation skills. * Demonstrated ability to manage multiple priorities in a deadline-driven environment. * Advanced proficiency in Excel. General Information: All employees must pass a pre-employment background check. Other checks may be needed based on position: driving history, credit report, etc. The preceding has been designed to indicate the general nature of work performed; the level of knowledge and skills typically required; and usual working conditions of this position. It is not designed to contain, or be interpreted as, a comprehensive listing of all requirements or responsibilities that may be required by employees in this job. Nothing in this job description restricts management's right to assign or reassign duties and responsibilities to this job at any time. Heritage Insurance Holdings, Inc. is an Equal Opportunity Employer. We will not discriminate unlawfully against qualified applicants or employees with respect to any term or condition of employment based on race, color, national origin, ancestry, sex, sexual orientation, age, religion, physical or mental disability, marital status, place of birth, military service status, or other basis protected by law.
    $67k-104k yearly est. 29d ago
  • Underwriter

    Heritage Insurance 4.2company rating

    Heritage Insurance job in Tampa, FL

    Personal Lines Underwriter Company: Heritage Insurance Companies About the Role We're seeking a motivated and detail-oriented Personal Lines Underwriter to join our growing national homeowners insurance team. In this role, you'll review, evaluate, and rate insurance applications to determine eligibility and manage risk in accordance with established company guidelines. You'll play a key part in evaluating risk, supporting agency relationships, and ensuring we deliver exceptional service to our partners and policyholders. Key Responsibilities Collaboration & Communication * Partner effectively with Underwriting, Operations, Product Management, Claims, and Sales teams. * Communicate clearly and professionally with coworkers, management, vendors, and external partners. * Actively participate in underwriting projects and initiatives that support team goals. Customer & Agent Relations * Build and maintain positive relationships with producers to support business growth and retention. * Provide agents with guidance on application submissions and eligibility expectations. * Participate in agency management and engagement activities. * Respond to inquiries from policyholders and prospects in a timely and professional manner. Risk Evaluation * Review applications, loss history, and supplemental information to determine risk acceptability within authority levels. * Assess potential loss exposures based on catastrophe, claim frequency, and severity. * Handle high-value and exceptional risks as authorized. * Review inspection reports, endorsement requests, cancellations, and renewals for compliance and eligibility. * Ensure accurate rating of new and renewal policies using internal systems and reference tools. * Obtain and analyze additional documentation as needed for underwriting decisions. * Maintain compliance with state and federal regulations, as well as company policies and procedures. Qualifications * Education: Associate's or Bachelor's degree preferred. * Licensure: 2-20, 20-44PL, or 4-40 license preferred. * Experience: * Minimum three (3) years of property and casualty agency or company experience required. * At least one (1) year of property and casualty underwriting experience required. * Technical Skills: Proficiency with Microsoft Office Suite and internet research tools. * Knowledge: Solid understanding of industry regulations, underwriting practices, and risk management principles. * Interpersonal Skills: * Strong communication and relationship-building abilities. * Excellent customer service orientation with a proactive problem-solving mindset. * Highly organized, detail-oriented, and adaptable in a fast-paced environment. * Team-oriented collaborator who contributes positively to workplace culture. Additional Information * All employees must successfully complete a pre-employment background check; additional screenings may be required depending on role (e.g., driving history, credit check, etc.). * This job description outlines general responsibilities and qualifications but is not an exhaustive list. Duties may be adjusted as business needs evolve. Equal Opportunity Employer Heritage Insurance Holdings, Inc. is an Equal Opportunity Employer. We value diversity and do not unlawfully discriminate against qualified applicants or employees based on race, color, national origin, ancestry, sex, sexual orientation, age, religion, disability, marital status, veteran status, or any other protected characteristic under applicable law.
    $32k-57k yearly est. 23d ago
  • Agency Leader in Tampa, FL

    Chubb 4.3company rating

    Tampa, FL job

    Combined Insurance, a Chubb Company, is seeking an Agency Leader to join our fast-paced, high energy, growing company. We are proud of our tradition of success in the insurance industry of over 100 years. Come join our team of hard-working, talented professionals! JOB Summary The Agency Leader (AL) is responsible for delivering annual new sales objectives in an assigned area by sourcing, providing guidance, and supporting Agency Coordinators and Independent Agents and for providing sales & service support to current policyholders. The AL is responsible for sourcing, identifying, and affiliating, new Independent Agents as well as providing coaching and voluntary training to both Independent Agents and Agency Coordinators. Responsibilities Sourcing & Development Establish local networks and source prospective new Independent Agent candidates and independent agencies to sell Combined products Conduct informational seminars for prospective new Independent Agents as needed. Represent the Agency at local job fairs or other hiring events Affiliate Independent Agent candidates Make recommendations for developing Independent Agents into leadership roles such as Agency Coordinator Field Training Provide in-person support to Independent Agents during sales visits as requested and provide voluntary training and/or guidance as needed to support them in the sale of Combined products Develop expertise in all aspects of the Sales Process and remain available for consultation and/or guidance to Independent Agents and Agency Coordinator as requested Provide support with developing targeted training for Agency Coordinators and Independent Agents who request additional development Collaborate with Carrier Compliance Department to provide required compliance training Support Agency Coordinators and Independent Agents in appointment setting, upon request and as needed Meetings Lead voluntary meetings and webinars Facilitate and attend training and development meetings developed and led by AD and carrier for support Attend other Agency meetings, as required Administration Support Assist Agency Coordinators and Independent Agents in adhering to administrative process Be the primary contact point for administrative and implementation support queries Support AC and Independent Agents with sales tools and their implementation Other Work with team to reach production expectations and guidelines set by Agency Management Meet growth goals in APV and Affiliation Effectively demonstrate the Agency's Sales Process Follow Company policies procedures and expectations Set an example for others to follow Establish local presence for Agency COMPETENCIES Problem Solving: Takes an organized and logical approach to thinking through problems and complex issues. Simplifies complexity by breaking down issues into manageable parts. Looks beyond the obvious to get at root causes. Develops insight into problems, issues and situation Continuous Learning: Demonstrates a desire and capacity to expand expertise, develop new skills and grow professionally. Seeks and takes ownership of opportunities to learn, acquire new knowledge and deepen technical expertise. Takes advantage of formal and informal developmental opportunities. Takes on challenging work assignments that lead to professional growth Initiative: Willingly does more than is required or expected in the job. Meets objectives on time with minimal supervision. Eager and willing to go the extra mile in terms of time and effort. Is self-motivated and seizes opportunities to make a difference. Adaptability: Ability to re-direct personal efforts in response to changing circumstances. Is receptive to new ideas and new ways of doing things. Effectively prioritizes according to competing demands and shifting objectives. Can navigate through uncertainty and knows when to change course Results Orientation: Effectively executes on plans, drives for results and takes accountability for outcomes. Perseveres and does not give up easily in challenging situations. Recognizes and capitalizes on opportunities. Takes full accountability for achieving (or failing to achieve) desired results Values Orientation: Upholds and models Chubb values and always does the right thing for the company, colleagues and customers. Is direct truthful and trusted by others. Acts as a team player. Acts ethically and maintains a high level of professional integrity. Fosters high collaboration within own team and across the company; constantly acts and thinks “One Chubb” Education and Experience Stable work history with minimum of 3 years with a successful sales track record. Insurance sales is a plus 1+ years of Sales team management. Experience in leading independent contractor workforce preferred Demonstrated ability to build a team through proven sourcing and recruitment strategies High School Degree or equivalent required, college degree preferred Ability to use Microsoft Office and tablet at intermediate level. An active professional network is required Obtaining a valid Life, Accident and Health license prior to employment date
    $74k-109k yearly est. Auto-Apply 10d ago

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Zippia gives an in-depth look into the details of Heritage Insurance Holdings, including salaries, political affiliations, employee data, and more, in order to inform job seekers about Heritage Insurance Holdings. The employee data is based on information from people who have self-reported their past or current employments at Heritage Insurance Holdings. The data on this page is also based on data sources collected from public and open data sources on the Internet and other locations, as well as proprietary data we licensed from other companies. Sources of data may include, but are not limited to, the BLS, company filings, estimates based on those filings, H1B filings, and other public and private datasets. While we have made attempts to ensure that the information displayed are correct, Zippia is not responsible for any errors or omissions or for the results obtained from the use of this information. None of the information on this page has been provided or approved by Heritage Insurance Holdings. The data presented on this page does not represent the view of Heritage Insurance Holdings and its employees or that of Zippia.

Heritage Insurance Holdings may also be known as or be related to HERITAGE INSURANCE HOLDINGS, HRTG, Heritage Insurance, Heritage Insurance Holdings, Heritage Insurance Holdings Inc, Heritage Insurance Holdings, Inc. and Heritage Property & Casualty Insurance.