Retail Customer Service Representative (Remote)
Remote
Full Time
Entry Level
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, detail-oriented Retail Customer Service Representative (CSR) to join our team. Under the direction of the Retail Operations Manager this role will be responsible for providing customer service in addition to administrative and operational support functions to internal team members.
Key Responsibilities
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:
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.
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, detail-oriented Retail Customer Service Representative (CSR) to join our team. Under the direction of the Retail Operations Manager this role will be responsible for providing customer service in addition to administrative and operational support functions to internal team members.
Key Responsibilities
- Respond to client and carrier inquiries via phone or email, addressing concerns or redirecting as needed
- Issue certificates of insurance (COIs) and assist clients with policy audits or disputes
- Provide timely correspondence to carriers, brokers, and agents regarding policies and client requests
- Handle phone coverage and manage email correspondence across sales, support, and certificates
- Prepare and distribute required documents, including quotes, invoices, affidavits, and policy-related forms
- Maintain accurate data records in the management system, adhering to processes and naming conventions
- Organize tasks efficiently to meet deadlines, notifying management of potential delays or challenges
- Perform general clerical duties and adhere to departmental best practices
- Support the team’s efforts to accomplish goals, help drive initiatives, support projects, fulfill tasks, and meet or exceed accountability metrics
- Manage leads and prospects using HubSpot (CRM) and the management system, ensuring accurate setup and assignment
- Oversee the renewal tool, assigning accounts to appropriate team members and updating personnel records as needed
- Support team operations by preparing and distributing documents related to new and renewal business
- Conduct research and resolve issues related to invoicing, reconciliation, and payment processes
- Collaborate with team members during meetings to improve workflows and processes
- High School Diploma
- Active Property & Casualty License
- 2+ years of Independent Insurance Agency in CSR or administrative support experience and data entry
- Broad understanding of Commercial Insurance Policies
- Experienced 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
- Familiar with HubSpot (CRM) is a plus
- 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
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
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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