Assistant Underwriter

SageSure; Tampa (FL); On-site; USD 52,000 - 76,000; Full time

Job summary

SageSure in Tampa, FL is seeking an Assistant Underwriter to join our growing team onsite for a minimum of 3 days a week. You will support underwriters by data collection, file preparation, and ingesting SOV data into the system to aid judgment and pricing decisions.

Ideal candidates have at least 2 years of Property-Casualty underwriting support, strong Excel skills, and can work independently while coordinating with brokers, agents, and customers to obtain complete information and ensure

Qualifications

• Requires High School Diploma or equivalent.
• Minimum 2 years of Property-Casualty insurance with underwriting support experience preferred.
• Strong working knowledge of Excel and company systems.
• Ability to work in a team environment with strong attention to detail.
• Ability to work independently, prioritize, and meet deadlines.
• Willingness to pursue continued education to obtain full underwriting authority.
• Knowledge of policy processing and insurance products.
• Familiarity with underwriting rules, practices, and state regulations.

Responsibilities

• Supports Underwriters by data collection and file preparation.
• Ingests SOV data into the system for underwriting review and pricing.
• Pursues missing information from applications, endorsements, and correspondence by contacting brokers, agents, and customers.
• Underwrites endorsements, reinstatements, and cancellations within authority.
• Analyzes data (year built, square footage, mitigation forms, loss runs) and prepares recommendations.
• Orders and manages inspection requests to ensure receipt and completion.
• Screens inspections to ensure the risk remains acceptable and correctly priced.
• Performs data entry of insurance requests within underwriting authority.
• Answers agent calls and resolves service-related questions.
• Conducts policy reviews to ensure compliance with underwriting rules and procedures.
• Works independently with sound judgment and prioritizes work.
• May collaborate with Compliance on DOI complaints and update underwriting systems as needed.

Skills

Excel

Underwriting support

Teamwork

Attention to detail

Communication

Policy processing

Analytical thinking

Education

High School Diploma or equivalent

Associate or Bachelor’s degree preferred

Job description

Overview:

If you're looking for the stability of a profitable, growing company with the entrepreneurial spirit of a startup, we’re hiring. SageSure, a leader in catastrophe‑exposed property insurance, needs a skilled Assistant Underwriter to thrive at our fast‑growing company. Qualified candidates for this position will enhance their decision‑making skills every day. This role will be onsite for a minimum of 3 days a week in our Tampa, FL office.

What you’d be doing:

Supports Underwriters by performing various data collection and file preparation work. Preview and prepare SOV (statement of values) and successfully ingest it into the system for Underwriting review and pricing. Pursues missing information from applications, endorsements, and other written correspondence by contacting brokers, agents, and customers for resolution. Underwrites endorsement, reinstatement, and cancellation transactions, all within prescribed authority levels. Process underwriting endorsements within underwriting authority. Analyze data (year build, square footage, win mitigation forms, loss runs, and appraisals) and prepare recommendations for Underwriters. Orders and manages inspection requests to ensure all are received and returned. Screens inspections for UW to ensure nothing is uncovered in the inspection that would change the risk's acceptability or price point. Performs data entry of insurance requests within underwriting authority. Takes agent calls, answers, and resolves service‑related questions. Conducts policy reviews, ensuring compliance with underwriting rules, policies, practices, and procedures. Works independently and exercises judgment in selecting and interpreting data and prioritization of work. May update the underwriting system. Works with Compliance on responses to DOI complaints made by the insured. Requests underwriting and state‑mandated requirements based on guidelines. May perform other related duties and special projects as assigned or requested.

We’re looking for someone who has:

High School Diploma or equivalent minimum A minimum of 2 years of Property‑Casualty insurance with underwriting support experience is preferred. Strong working knowledge of Excel and other company systems. Ability to work in a team environment essential. Proven organizational skills and ability with strong attention to detail. Demonstrated ability to work independently on multiple tasks, prioritize effectively, and meet deadlines. Interest in continued education and professional development to obtain full underwriting authority. Knowledge of policy processing and documentation. Knowledge of applicable insurance products, standard business policies, practices, and procedures. General understanding of basic analytical and financial techniques. Maintains an understanding and adheres to state‑specific statutes involving underwriting, applicable insurance laws, and regulations. Works well with management and co‑workers. Strong verbal and written communication skills.

Highly preferred candidates also have:

Associate degree or Bachelor’s degree Experience specifically in the Commercial Lines Excess & Surplus insurance space Prior Customer Service experience

About SageSure:

Named among the Best Places to Work in Insurance by Business Insurance for four years in a row (2020-2023), SageSure is one of the largest managing general underwriters (MGU) focused on catastrophe‑exposed property in the US. Since its founding in 2009, SageSure has experienced exceptional growth while generating underwriting profits for carrier partners through hurricanes, wildfires, and hail. Available in 16 states, SageSure offers more than 110 home, flood, and commercial products on behalf of its highly rated carrier partners. Today, SageSure manages more than $3.2 billion of in‑force premium and helps protect more than 970,000 policyholders.

We have more than 1,000 employees in a distributed workforce environment across 12 offices - Fairfield, CA; Mountain View, CA; Cheshire, CT; Jacksonville, FL; Tallahassee, FL; Tampa, FL; Chicago, IL; Jersey City, NJ; Marlton, NJ; Cincinnati, OH; Houston, TX; Sheboygan, WI - who are tackling the industry’s toughest challenges.

SageSure is a proud Equal Opportunity Employer committed to building a workforce that reflects the spectrum of perspectives, experiences, and abilities of the world we live in. We recognize that our differences make us strong, and we actively seek out diverse candidates through partnerships with organizations, institutions and communities that represent various backgrounds. We champion belonging and inclusion for all identities, including, but not limited to, race, ethnicity, religion, sexual orientation, age, veteran status, ability status, gender, and country of origin, striving to create a culture where all individuals feel valued, respected, and empowered to bring their authentic selves to work.

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