Administrative Assistant
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Job Description
Administrative Assistant supporting Veracity’s insurance billing, processing, and account operations. Preparing policy documents, managing renewals, and improving administrative workflows remotely.
Responsibilities:
- Provide comprehensive administrative support to Account Managers, Brokers, and departmental operations
- Prepare, process, and distribute quotes, finance agreements, Accord applications, bind requests, invoices, and state affidavits
- Conduct policy checks, manage renewals, request loss runs, and ensure documentation accuracy and completeness
- Record and maintain transaction data within AMS and other Veracity systems
- Assist with internal and external audits
- Coordinate meetings, manage calendars, and schedule appointments
- Support Sales and other departments with service-related items, projects, and cross-functional communication
- Prepare and maintain reports, presentations, and internal materials
- Manage shared inboxes, phone coverage, mail handling, and general office support
- Monitor deadlines for policy renewals, compliance filings, and project milestones
- Organize and maintain digital and physical files
- Assist with onboarding and training new administrative staff
- Identify and contribute to process improvements
- Support event and meeting logistics
- Maintain confidentiality, professionalism, and customer service in all interactions
- Perform other duties as requested, directed, or assigned
Requirements:
- High school diploma required
- Minimum of two years of experience in the surplus lines or insurance industry, or a valid Property & Casualty (P&C) license with at least one year of related administrative or CSR experience preferred
- Background in administration or accounting preferred
- Proficiency in Microsoft Word, Excel, and Outlook preferred
- Obtain and maintain a Property & Casualty (P&C) insurance license
- Professional demeanor with excellent interpersonal and customer service skills
- Proficient use of computer systems, email platforms, and document management tools
- Regular and timely attendance
- Accountability and consistency in task execution
- Ability to uphold confidentiality and professionalism
Benefits:
- Health, dental, and vision plans
- 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
- Engage in groundbreaking projects that are reshaping the insurance landscape
- Collaborate with a group of dedicated, like-minded professionals
- Culture that prioritizes growth and development
- Remote work
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