Commercial Coordinator

Location: Westshore City Center | Tampa, FL
Work Arrangement: In Office
Employment Type: Hourly, Non-Exempt

JOB SUMMARY:

Completes numerous job duties that capture various levels of data that is used by the Underwriters and supports their ability to properly analyze a 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.

ESSENTIAL DUTIES AND RESPONSIBILITIES:

• Communicates with co-workers, management, clients, vendors, and others 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.

• Updates and maintains logs accurately to track workflow through the department.

• Inputs data into the policy system accurately.

• Communicates with agents for required information, tracks, and follows up as needed.

• Issues documents and reports to agents as required.

• Sets up and/or maintains policy files in order per company procedures, labeling e-mails and/or documents accurately and adding detailed notes where needed.

• Uses various websites to obtain various data points necessary to support the underwriter in assessing a risk.

• Answers phones, assisting with inquiries, or transferring calls to the correct recipient.

• Carries out all tasks within the required timelines.

• Participates in special projects as assigned.

• May perform other duties and responsibilities as assigned.

KEY COMPETENCIES:

• Customer Service - Works well with customers, promotes a positive image of the company, strives to solve issues raised by customers

• Computer Skills - Skilled with computers, takes advantage of new technology, learns new tools quickly, uses technology to enhance job performance

• Quality - Strives to eliminate errors, accurate work is a priority, seeks opportunities to improve product/services

• Organization Skills - Information organized and accessible, maintains efficient work space, manages time well

• Teamwork - Accountable to team, works to meet established deliverables, appreciates view of team members, respectful

WORK EXPERIENCE PREFERRED (Optional):

☒ 1+ years of experience preferred in the Commercial Residential insurance industry

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
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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.