Teams at Veracity Insurance Solutions, LLC

Maintains general ledger accuracy through journal entries, reconciliations, accounts payable approvals, payment administration, and month-end close activities. Owns insurance policy bordereaux review, investigates discrepancies, coordinates cross-functional resolutions, supports audits, and enhances accounting workflows and internal controls using technology and automation. Also monitors banking activity, analyzes financial data, and ensures compliance with accounting standards, insurance regulations, and trust accounting requirements.

Supports high-volume design production across web, digital, and marketing channels. Responsibilities include editing web pages, updating blogs, curating images, preparing campaign assets, implementing A/B test variations, maintaining digital properties, following brand systems, organizing files, and responding to feedback. The role works under close guidance while developing professional design workflow skills and contributing to design reviews, quality control, documentation, and cross-functional delivery.

Manages a portfolio of commercial insurance clients across onboarding, policy servicing, renewals, endorsements, claims inquiries, and account adjustments. Builds client relationships, answers coverage questions, recommends coverage changes, supports retention, and identifies cross-selling opportunities. Coordinates with carriers, underwriters, sales, and internal teams to resolve issues. Maintains accurate CRM and agency management records while following licensing, compliance, and policy servicing requirements.