Administrative Assistant

Posted 10 Days Ago
Be an Early Applicant
Pleasant Grove, UT
In-Office
18-23
Junior
Fintech • Insurance
The Role
The Administrative Assistant supports Account Managers and Brokers by providing administrative tasks, managing records, scheduling, and helping improve processes for efficiency.
Summary Generated by Built In
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 seeking a talented, detail-oriented Administrative Assistant Remote/Hybrid to join our team. Reporting to the Administrative Assistant Team Lead, this role is responsible for providing advanced administrative and clerical support to Account Managers, Brokers, and departmental operations. The Administrative Assistant also guides peers, assists with training, contributes to special projects, and supports process improvements to enhance efficiency and team success
Key Responsibilities
  • Provide comprehensive administrative support to Account Managers, Brokers, and departmental operations to ensure efficient workflow and service excellence
  • Obtain and maintain a valid Property and Casualty License in compliance with regulatory requirements
  • Prepare, process, and distribute quotes, finance agreements, Accord applications, bind requests, invoices, and state affidavits accurately and on time
  • Conduct policy checks, manage renewals, request loss runs, and ensure documentation accuracy and completeness
  • Record and maintain transparent transaction data within AMS and other Veracity systems, ensuring data integrity and compliance
  • Assist with internal and external audits by verifying documentation and transaction accuracy
  • Coordinate meetings, manage calendars, and schedule appointments for team members and leadership
  • Support Sales and other departments with service-related items, project-based initiatives, and cross-functional communication
  • Prepare and maintain reports, presentations, and internal materials to support operational goals
  • Manage shared inboxes, phone coverage, mail handling, and general office support tasks promptly and professionally
  • Monitor key deadlines for policy renewals, compliance filings, and project milestones to ensure timely completion
  • Organize and maintain digital and physical files in accordance with recordkeeping and compliance standards
  • Assist with onboarding and training of new administrative staff and maintain training materials
  • Identify and contribute to process improvements to enhance efficiency and team performance
  • Support event and meeting logistics, including setup, coordination, and material preparation
  • Uphold confidentiality, professionalism, and a strong customer service orientation in all interactions
  • Maintain regular and timely attendance and demonstrate accountability and consistency in task execution
  • Professional demeanor with excellent
  • interpersonal and customer service skills
  • Utilize computer systems, email platforms, and document management tools proficiently to complete daily tasks
  • Required to perform other duties as requested, directed, or assigned

Requirements and Qualifications
  • High school diploma required
  • Minimum of two years of experience in the surplus lines or insurance industry, or a valid Property & Casualty (P&C) license with at least one year of related administrative or CSR experience
  • Background in administration or accounting preferred
  • Proficiency in Microsoft Word, Excel, and Outlook preferred

Perks
  • Health, dental, and vision plans
  • Amazing work-life balance with 4 weeks of Paid Time Off
  • 10 Paid Company Holidays with 2 floating holidays
  • 401K Programs with employer match
  • Personal assistance 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: $18/hr - $23/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 need accommodation, please let us know during the interview process.

 

Top Skills

Excel
Microsoft Outlook
Microsoft Word
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The Company
HQ: Pleasant Grove, UT
84 Employees

What We Do

Veracity Insurance Solutions is an international insurance brokerage firm specializing in the placement of Programs, General Liability, and Product Liability Insurance. The company was established on the basic principle of integrity in insurance, and that principle continues to permeate our business today. Innovation and knowledge are the cornerstones of Veracity’s business practices, giving our customers a leg up in what can be a confusing and hassle-filled industry.

With in-house underwriting authority and access to several key wholesale brokerage markets, Veracity stands out with its ability to customize insurance policies for all business sizes. This ability doesn’t stop at the oceans – Veracity has access to both domestic and foreign markets, opening doors that lead to only the best coverage options. Veracity prides itself on providing the highest level of customer service to everyone they work with. In over 30 years of experience, we have never forgotten the importance of the human side of doing business in this fast-paced industry.

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