What are the responsibilities and job description for the Brokerage Assistant position at Veracity Insurance?
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 Brokerage Assistant to join our team. Under the direction of the Support and Service team manager this role will be responsible for providing clerical and administrative support to our Account Managers and Brokers. This is a hybrid role.
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 Brokerage Assistant to join our team. Under the direction of the Support and Service team manager this role will be responsible for providing clerical and administrative support to our Account Managers and Brokers. This is a hybrid role.
Key Responsibilities
- Obtain and maintain your Property and Casualty License
- Provide phone coverage for the organization
- Manage the Assistant’s email inbox and respond to all inquiries accurately and in a timely manner
- Manage policy email inbox
- Prepare quotes to be sent out to agents and insureds
- Prepare finance agreements for direct insureds to accompany the quote
- Prepare Acord applications when necessary
- Complete Policy checks
- Prepare invoices for policies
- Provide transparent 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
- Independently investigate, research, and resolve issues that may arise during the invoicing, reconciliation, or payment processes
- Effectively and professionally communicate and build positive working relationships with all levels within the organization
- Organize tasks efficiently to meet deliverables on time
- Attend and participate in team meetings
- Handle correspondence with agents, insureds, and carriers
- Support and assist Account Mangers and Account Management Lead as necessary
- Support and provide backup to all administrative duties including retrieving mail from office when necessary
- Required to perform other duties as requested, directed, or assigned
- High School diploma required
- 6 months’ experience in the Surplus Lines industry OR a valid Property and Casualty license plus 8 months of customer support or administrative support experience
- 6 months’ experience with data entry
- 2 years’ experience in the insurance industry
- Work experience in administration or accounting preferred
- Experience with the Microsoft Office Suite preferred
- 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.
Salary : $20 - $24
