Technical Administrative Assistant
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Job Description
Technical Administrative Assistant providing advanced administrative support for Veracity's insurance operations. Engaging in process improvements and managing various administrative tasks efficiently.
Responsibilities:
- Obtain and maintain a Property & Casualty (P&C) insurance license
- Manage Assistant and group email inboxes promptly and accurately, ensuring timely responses and proper task routing
- Provide phone coverage and frontline communication support for the organization
- Prepare and distribute quotes, finance agreements, ACORD applications, bind requests, invoices, and state affidavits
- Conduct policy checks, renewal notifications, and request loss runs
- Ensure proper documentation is prepared, received, reviewed, and submitted accurately and in compliance with surplus lines requirements
- Document and maintain transparency of all transactions within AMS and other company systems
- Assist in internal and external surplus lines audits by verifying transactions, documentation, and regulatory compliance
- Apply strong working knowledge of insurance administrative processes and AMS operations to ensure consistent accuracy and efficiency
- Identify, own, and resolve administrative or documentation issues proactively, escalating appropriately when necessary
- Manage evolving priorities and shifting deadlines independently while maintaining high levels of accuracy and responsiveness
- Support onboarding, training, and mentorship of new or junior administrative team members as needed
- Utilize AI-enabled tools and internal systems to improve efficiency, accuracy, and workflow organization where appropriate
- Support Sales teams with service-related items and administrative needs
- Provide backup support for administrative duties, including mail handling and general office coordination
- Handle sensitive client and financial information with discretion, professionalism, and strict confidentiality
- Contribute to process improvement initiatives and cross-functional projects as assigned
- Maintain regular and timely attendance
- Required to perform other duties as requested, directed, or assigned
Requirements:
- High school diploma required
- 2+ years of experience in the surplus lines industry OR valid P&C license plus 12+ months of CSR or administrative support experience
- Experience in administration or accounting preferred
- Experience using Microsoft Word, Excel, Outlook, and related systems preferred
- Strong organizational skills with high attention to detail and accuracy
- Demonstrated ability to work independently with minimal direction
- Excellent written and verbal communication skills, professional and concise in client and internal interactions
- Strong problem-solving skills with a resourceful and solution-focused mindset
- Proficiency in document management systems, email platforms, and core business applications
- Dependable, accountable, and consistent in task execution.
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
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