Account Manager

Remote
Full Time
Experienced
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 an experienced Account Manager to join our team. Under the supervision of the Retail Operations Manager, this roles responsibility is to manage an assigned book of business, cross-sell customers, and assist with retaining business.

Key Responsibilities
  • Manage assigned accounts with day-to-day activities, including but not limited to, correspondence with clients, agents, brokers, and carriers via email or phone, update management system, correspond with relevant internal departments, as needed, etc.
  • Manage renewals on existing accounts, process applications, submission to carriers or brokers, quote, review coverage and proposal with client
  • Take phone calls and emails from clients and assist with any questions or concerns regarding their policies
  • Look for and pursue opportunities to upsell and/or cross sell additional coverage
  • Process, collect information and follow-up on audits
  • Process applications, submissions to carriers, quotes, endorsements, binders and policies
  • Attend renewal meetings with the team
  • Handle correspondence with insureds, carriers and brokers
  • Process submission to carrier or broker
  • Process endorsement requests from start to finish
  • Process renewal & new business quotes with accuracy and send to clients
  • Distribute binders and invoices to clients
  • Assist clients with audit disputes
  • Support carriers with Loss Control visits
  • Assist clients with loss control recommendations
  • Issue   COI’s   as   required                               
  • Follow up on outstanding account balances and coordinate with accounting department to ensure account balances are updated and current
  • Support Assistant/Jr. Account Mangers, and others, as necessary
  • Work independently, take initiative, and work with little supervision
  • Maintain regular and timely attendance
  • Adhere to all current department process and procedure best practices
  • Required to perform other duties as requested, directed, or assigned              
Requirements and Qualifications
  • Active Property & Casualty License
  • Bachelor's degree preferred
  • 7-10 years of independent Insurance Agency Account Manager Experience
  • Broad understanding of Commercial Insurance Policies
  • Familiar with Microsoft Office Products such as Outlook, Excel, Word, Teams, and PowerPoint
  • Familiar with agency management systems and tools (ie: AMS 360 (preferred), Applied Epic, Hawksoft) and phone systems
  • Relationship management skills and openness to feedback
  • Take initiative with personal and professional development and growth
  • Must be organized and detail-oriented
  • Must be able to effectively communicate and connect with underwriters, agents, coworkers, brokers, and clients
  • Strong interpersonal skills that facilitate productive and respectful collaboration with others and that value both the work and the people doing it
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: $70k/yr - $80k/yr

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 need accommodation, please let us know during the interview process.
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