Administrative Assistant

Summary

Veracity Insurance Solutions, LLC is an independent insurance partner focused on helping small businesses thrive through expert guidance and insurance policies. The company is seeking a detail-oriented Administrative Assistant to provide advanced administrative and clerical support to Account Managers, Brokers, and departmental operations while assisting with training, special projects, and process improvements.

Responsibilities

• Provide comprehensive administrative support to Account Managers, Brokers, and departmental operations to ensure efficient workflow and service excellence
• Obtain and maintain a Property & Casualty (P&C) insurance license
• Prepare, process, and distribute quotes, finance agreements, Accord applications, bind requests, invoices, and state affidavits accurately and on time
• Conduct policy checks, manage renewals, request loss runs, and ensure documentation accuracy and completeness
• Record and maintain transparent transaction data within AMS and other Veracity systems, ensuring data integrity and compliance
• Assist with internal and external audits by verifying documentation and transaction accuracy
• Coordinate meetings, manage calendars, and schedule appointments for team members and leadership
• Support Sales and other departments with service-related items, project-based initiatives, and cross-functional communication
• Prepare and maintain reports, presentations, and internal materials to support operational goals
• Manage shared inboxes, phone coverage, mail handling, and general office support tasks promptly and professionally
• Monitor key deadlines for policy renewals, compliance filings, and project milestones to ensure timely completion
• Organize and maintain digital and physical files in accordance with recordkeeping and compliance standards
• Assist with onboarding and training of new administrative staff and maintain training materials
• Identify and contribute to process improvements to enhance efficiency and team performance
• Support event and meeting logistics, including setup, coordination, and material preparation
• Uphold confidentiality, professionalism, and a strong customer service orientation in all interactions
• Maintain regular and timely attendance and demonstrate accountability and consistency in task execution
• Professional demeanor with excellent interpersonal and customer service skills
• Utilize computer systems, email platforms, and document management tools proficiently to complete daily tasks
• Required to perform other duties as requested, directed, or assigned

Skills

• High school diploma required
• Minimum of two years of experience in the surplus lines or insurance industry
• A valid Property & Casualty (P&C) license with at least one year of related administrative or CSR experience
• Background in administration or accounting
• Proficiency in Microsoft Word, Excel, and Outlook

Qualifications

Must Haves

• High school diploma required

Nice to Haves

• Minimum of two years of experience in the surplus lines or insurance industry
• a valid Property & Casualty (P&C) license with at least one year of related administrative or CSR experience
• Background in administration or accounting
• Proficiency in Microsoft Word, Excel, and Outlook

Benefits

• Health, dental, and vision plans
• Amazing work-life balance with 4 weeks of Paid Time Off
• 10 Paid Company Holidays with 2 floating holidays
• 401K Programs with employer match
• Personal assistance programs for support in a healthy personal and work life
• Remote role