At Veracity, we aim to be a different kind of insurance partner—one that is free from outside investors, venture capital, or the pressures of a corporate parent.
Ours is a culture of empowerment – one that believes in effort, results, and accountability. We believe that transparency fosters trust, trust fosters growth, and that growth drives innovation. Our commitment to rigorous evaluation and relentless execution lead to rapid evolution.
We answer only to the small business owners we serve, and this independence allows us to stay focused on what matters most: helping their businesses thrive by providing expert guidance and best-in-class insurance policies.
We’re growing fast and want you to be a part of it!
We're looking for a talented Assistant to join our team. Under the supervision of the Support and Service Team Manager, this role provides clerical and administrative functions and support to Account Managers and Brokers.
Key Responsibilities
- Obtain and maintain your Property and Casualty License
- Provide phone coverage for the organization
- Become knowledgeable in programs and internal operations
- Become familiar with all departments and personnel
- Manage the Assistants email inbox accurately and in a timely manner
- Manage policy email inbox
- Prepare quotes to be sent out to agents/insureds
- Prepare finance agreements for direct insureds to accompany the quote
- Prepare Acord applications when necessary
- Complete Policy checks
- Prepare invoices for policies
- Provide transparency and documentation of all transactions within AMS
- Create state affidavits accurately and in a timely manner
- Request and obtain loss runs
- Ensure proper documents are prepared, received, and reviewed for submission.
- Assist with any internal or external surplus lines audits verifying transactions and documents
- Demonstrate ability to manage multiple priorities in a high-volume position, deliver timely and accurate work, and respond with a sense of urgency as required.
- Independently investigate research, and resolve issues that may arise during the invoicing, reconciliation, or payment processes.
- Self-directed with strong organizational, decision-making, and time management skills.
- Effectively works independently within a team construct, while supporting teamwork and achieving team goals.
- Be flexible with internal workflow and process changes and provide feedback.
- Coachable, willing to learn new skills and apply constructive feedback
- Ability to effectively and professionally communicate and build positive working relationships with all levels within the organization
- Organizes tasks efficiently to meet deliverables on time; notifies management when schedules cannot be met; recommends and implements alternatives/options to minimize delay.
- Exhibits an exceptional degree of ingenuity, creativity, and resourcefulness in decision-making and independent problem-solving
- Attend and participate in team meetings
- Handle correspondence with agents, insureds, and carriers
- Support and assist Account managers and Account Management leaders as necessary
- Support and provide backup to all administrative duties including retrieving mail from the office when necessary
- Work independently, take initiative, and work with little supervision
- Maintain regular and timely attendance
- Other duties as assigned
Work Environment
This job operates in a professional office environment or a personal home. The role routinely uses standard office equipment such as a laptop, desktop, smartphone, photocopiers, shredders, and filing cabinets. The noise level in the work environment is usually moderate.
Position Type/Expected Hours of Work
This position offers a flex start schedule. The regular start time of the shift is between 7:00 a.m. and 8:00 a.m., Monday – Friday. Employee must work 30 hours per week to maintain full time employment status. Occasional overtime is required.
Requirements and Qualifications
- High School diploma required
- 6+ months experience in surplus lines industry OR a valid P&C insurance license plus 8+ months of CSR or administrative support experience
- 6+ months computerized data entry experience required.
- 2 years’ experience in insurance industry
- Work experience in administration or accounting preferred.
- Experience using Word, Excel, and Outlook preferred.
- Additional Eligibility Qualifications
- Must maintain or get producer’s insurance license within 60 days of employment.
Perks
- Health, dental, and vision plans.
- Amazing work-life balance with 4 weeks of Paid Time Off.
- 9 Paid Company Holidays with 2 floating holidays.
- 401K Programs with employer match.
- Personal assistant programs for support in a healthy personal and work life.
Why Veracity?
Here at Veracity, you’ll be part of a team of trailblazers and visionaries. We’re not just revolutionizing the way people “do” insurance; we are creating a whole new paradigm. Here, you will experience a vibrant and inclusive workplace where your ideas matter! With us, you have a chance to:
- Engage in groundbreaking projects that are reshaping the insurance landscape.
- Collaborate with a group of dedicated, like-minded professionals.
- Experience a culture that prioritizes growth and development.
Compensation Range: $20/hr - $24/hr
We are proud to be an equal opportunity employer. We are committed to providing equal opportunities to all qualified applicants, regardless of race, color, religion, sex, national origin, disability, or any other legally protected characteristics.
If you have a need that requires accommodation, please let us know during the interview process.
