Assistant
Remote
Full Time
Mid Level
Under the supervision of the Support and Service Team Manager, the Assistant provides clerical and administrative functions and support to Account Managers and Brokers.
Essential Functions
Reasonable accommodation may be made to enable individuals with disabilities to perform the essential functions of the job.
Work Environment
This job operates in a professional office environment or a personal home. The role routinely uses standard office equipment such as a laptop, desktop, smartphone, photocopiers, shredders, and filing cabinets. The noise level in the work environment is usually moderate.
Physical Demands
The physical demands described here are representative of those that must be met by an employee to successfully perform the essential functions of this job.
While performing the duties of this job, the employee is required to use manual dexterity to handle, feel, and operate objects, tools, controls, and reach with hands and arms. This individual is frequently required to stand, talk, and hear. Specific vision abilities by this job include close vision and ability to adjust focus. The employee is required to type, file and lift office supplies up to 20 pounds.
Position Type/Expected Hours of Work
This position offers a flex start schedule. The regular start time of the shift is between 7:00 a.m. and 8:00 a.m., Monday – Friday. Employee must work 30 hours per week to maintain full time employment status. Occasional overtime is required.
Required Education and Experience
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:
Comp Range: $20 - $24/hr
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 have a need that requires accommodations, please let us know during the interview process.
Essential Functions
Reasonable accommodation may be made to enable individuals with disabilities to perform the essential functions of the job.
- Obtain and maintain your Property and Casualty License
- Provide phone coverage for the organization
- Become knowledgeable in programs and internal operations
- Become familiar with all departments and personnel
- Manage the Assistants email inbox accurately and in a timely manner
- Manage policy email inbox
- Prepare quotes to be sent out to agents/insureds
- Prepare finance agreements for direct insureds to accompany the quote
- Prepare Acord applications when necessary
- Complete Policy checks
- Prepare invoices for policies
- Provide transparency and documentation of all transactions within AMS
- Create state affidavits accurately and in a timely manner
- Request and obtain loss runs
- Ensure proper documents are prepared, received, and reviewed for submission.
- Assist with any internal or external surplus lines audits verifying transactions and documents
- Demonstrate ability to manage multiple priorities in a high-volume position, deliver timely and accurate work, and respond with a sense of urgency as required.
- Independently investigate research, and resolve issues that may arise during the invoicing, reconciliation, or payment processes.
- Self-directed with strong organizational, decision-making, and time management skills.
- Effectively works independently within a team construct, while supporting teamwork and achieving team goals.
- Be flexible with internal workflow and process changes and provide feedback.
- Coachable, willing to learn new skills and apply constructive feedback
- Ability to effectively and professionally communicate and build positive working relationships with all levels within the organization
- Organizes tasks efficiently to meet deliverables on time; notifies management when schedules cannot be met; recommends and implements alternatives/options to minimize delay.
- Exhibits an exceptional degree of ingenuity, creativity, and resourcefulness in decision-making and independent problem-solving
- Attend and participate in team meetings
- Handle correspondence with agents, insureds, and carriers
- Support and assist Account managers and Account Management leaders as necessary
- Support and provide backup to all administrative duties including retrieving mail from the office when necessary
- Work independently, take initiative, and work with little supervision
- Maintain regular and timely attendance
- Other duties as assigned
- Demonstrate strong initiative, willingness, and ability to independently manage many changing tasks simultaneously
- Ability to thrive in an environment that requires: Self-management, accountability, and dependability
- Flexibility in a rapidly evolving company
- Results Orientation: demonstrates the ability to consistently deliver results by meeting deadlines and achieving goals
- Communication: effectively conveys information and ideas in concise and meaningful exchanges through written and verbal communication
- Teamwork/Collaboration: effectively develops relationships and encourages idea-sharing that facilitates the accomplishment of goals
- Initiative: proactively seeks opportunities to work outside of job scope to assist the department or cross-functional team and demonstrates the ability to go beyond what is required to achieve goals
- Personal Adaptability: demonstrates the ability to embrace change and effectively adjusts to new or altered processes within the business environment
- Influences cross-functional collaboration and problem-solving.
- Strong prioritization, interpersonal, problem-solving, and presentation skills
- Ability to juggle competing priorities.
- Demonstrated ability to function independently with deadlines and resource constraints.
- Ethical Conduct
- Customer/Client focus
- Stress Management/Composure
- Management and leadership skills
- Organized
- Consistency in follow-up with clients and co-workers
- Organized
- Flexible, patient, creative and resourceful
- Accuracy and an eye for detail
- Computer skills
- Written and verbal communication skills
- Perform and prioritize multiple tasks with ease
- Take personal accountability
- Regular and timely attendance
- Work well with co-workers and clients
- Communication skills including diplomacy, flexibility, confidentiality, and ability to maintain good team member relations.
Work Environment
This job operates in a professional office environment or a personal home. The role routinely uses standard office equipment such as a laptop, desktop, smartphone, photocopiers, shredders, and filing cabinets. The noise level in the work environment is usually moderate.
Physical Demands
The physical demands described here are representative of those that must be met by an employee to successfully perform the essential functions of this job.
While performing the duties of this job, the employee is required to use manual dexterity to handle, feel, and operate objects, tools, controls, and reach with hands and arms. This individual is frequently required to stand, talk, and hear. Specific vision abilities by this job include close vision and ability to adjust focus. The employee is required to type, file and lift office supplies up to 20 pounds.
Position Type/Expected Hours of Work
This position offers a flex start schedule. The regular start time of the shift is between 7:00 a.m. and 8:00 a.m., Monday – Friday. Employee must work 30 hours per week to maintain full time employment status. Occasional overtime is required.
Required Education and Experience
- High School diploma required
- 6+ months experience in surplus lines industry OR a valid P&C insurance license plus 8+ months of CSR or administrative support experience
- 6+ months computerized data entry experience required.
- 2 years’ experience in insurance industry
- Work experience in administration or accounting preferred.
- Experience using Word, Excel, and Outlook preferred.
- Additional Eligibility Qualifications
- Must maintain or get producer’s insurance license within 60 days of employment.
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.
- 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.
Comp Range: $20 - $24/hr
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 have a need that requires accommodations, please let us know during the interview process.
Apply for this position
Required*