UPC Insurance

Underwriting Advocate

Job Locations US-FL-Tampa


UPC Insurance invests in YOU! It is time for YOU to invest in your future!


Excellent Opportunity for Underwriting Advocate Training and Positions! 


Training Class starts June 7, 2021!  Six weeks of paid training!


Summary:  Rethink everything you know about customer service. A unique opportunity presents itself to work in the Client Experience Center for UPC Insurance in Tampa, Florida. Deliberately intended to redefine industry norms, this center, the position you will hold, and the team working beside you will focus on creating a singularly unique experience for our agency partners and policyholders. Driven by the powerful belief that every interaction is an opportunity to deliver a phenomenal experience and transform their day for the better, we will invest in you and support you while working as part of a team to deliver on the promise of excellence.


Reporting to a Client Experience Team Lead, you’ll work directly with agents and policyholders to Keep the Promise® of UPC. The responsibilities and skills laid out below describe the role you’ll have, but make no mistake about it, this is more than just a job; this is an opportunity to take a role that will revitalize your career and the future of customer engagement at UPC Insurance. Prepare to be challenged to meet your full potential with access to countless resources designed for your growth and development. 


Essential Duties/Responsibilities:

  • Consistently deliver outstanding service to create an everlasting experience for our agents and policyholders via phone and digital channels.
  • Maintain accurate and detailed records of every customer interaction.
  • Build influential relationships and trust with your team of colleagues through open and interactive communication to take tasks or issues to resolution.
  • Go beyond the finish line to engage customers and provide an exceptional experience.
  • Embody the customer engagement vision to support a culture based on transparency and positive behavior.
  • Actively seek feedback and consistently improve your own performance as well as the performance of your team.
  • Become a subject matter expert on “all things UPC” and the insurance industry to best serve our agent and policyholder’s needs.
  • Some travel between Tampa and Saint Petersburg should be expected occasionally for ongoing training and development. 

Supervisory Responsibilities: None 


Education and/or Experience:

  • Undergraduate degree strongly desired with 2+ years within the Customer Service industry.
  • Successfully demonstrate commitment to delivering an exclusive client experience.
  • Comprehensive training provided.
  • You will have the opportunity to attend and complete the Florida 20-44 Property and Casualty Personal Lines Agent licensing course and test for the license as part of the training curriculum for this position.

Required Skills:

  • Service-oriented individual who understands the importance of customer satisfaction and retention.
  • Knowledge of the Customer Engagement mindset; understanding that the experience is more than just the transaction.
  • A Growth Mindset: Be a diligent learner, a self-starter with a collaborative approach, and a critical thinker that is naturally curious.
  • Be a dynamic, clear communicator and influencer in conversation, through presentation and in writing.
  • Possess the ability to exude calm and positivity under pressure while resolving challenging situations with professionalism and care.
  • Enjoy working in a fast-paced environment that experiences frequent change.
  • Possess exceptional organizational and collaborative skills.
  • Display excellent interpersonal skills while working with people that possess a wide variety of backgrounds and experiences.


To perform the job successfully, an individual should demonstrate the following behaviors:


  • Motivation/Initiative: Motivated and curious, willing to ask questions, research issues and take on challenging projects/assignments; creative, brings new ideas to the table, exhibits self-confidence.  Has strong achievement motivation and tenacity. 
  • Administrative Skills: Possesses ability to organize and follow-through on multiple tasks, recognizes and attends to important details with accuracy and efficiency, effectively prioritizes work of staff members. Works to complete goals, tasks and plans, anticipates potential problems and analyzes alternative solutions.
  • Interpersonal Style: (Interpersonal Skills, Communication, Teamwork); develops/ maintains effective working relationships; listens attentively to others; communicates ideas clearly (written & verbal); relates to people in an open/ sincere manner; participates effectively in meetings; assists in finding solutions as well as identifying problems; communicates appropriately with supervisor, managed staff and co-workers. Able to manage other individuals and maintain calm and reliable demeanor in the face of challenges.
  • Self-Management: (Adaptability/Flexibility, Stress Tolerance, Autonomy); adapts readily to changes in routine; works effectively in stressful situations; needs limited guidance and direction; is comfortable working in a fast-paced environment; is reliable and dependable; is results-oriented; maintains productivity and composure under pressure; views problems as opportunities to create solutions.
  • Thinking Skills: Diagnoses problems efficiently; gathers sufficient input before making decision or plans; makes timely decision, quickly determines sources of problem, identifies information needed to solve problem and analyzes alternative solutions, communicates issues and decisions effectively to team. 
  • Customer Orientation: Sensitive & responsive to internal and external customer needs; demonstrates skills in customer services and satisfaction; maintains a positive attitude, willing to listen to customer problems and seeks solutions; stays in tune with changing needs of customers.



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