Assistant - Veracity Insurance

• 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.

• 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.

• 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.

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