Administrative Assistant

Veracity Insurance Solutions; Pleasant Grove (UT); On-site; USD 24,796 - 31,684; Full time

Benefits offered by this job

Health, dental, and vision plans

4 weeks Paid Time Off

401K Programs with employer match

Personal assistance programs

Job summary

A growing insurance firm in Pleasant Grove is seeking a highly organized Administrative Assistant to provide proactive administrative support to agents and account managers. The role requires strong organizational skills, a high school diploma, and ideally 2+ years in the surplus lines industry or equivalent experience. Responsibilities include managing inboxes, preparing quotes, and supporting training. The position offers competitive compensation and a commitment to a positive work culture.

Qualifications

• 2+ years of experience in the surplus lines industry or valid P&C license with administrative experience.
• Experience in administration or accounting preferred.
• Strong organizational skills and attention to detail.

Responsibilities

• Manage Assistant and group email inboxes.
• Prepare and distribute quotes and finance agreements.
• Support onboarding and training of new team members.

Skills

Organizational skills

Attention to detail

Problem-solving skills

Communication skills

Education

High school diploma

Tools

Microsoft Word

Microsoft Excel

Outlook

Job description

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 highly organized and proactive Administrative Assistant to join our team. Reporting to the Administrative Assistant Team Lead, this role provides advanced administrative and clerical support to Agents, Account Managers, Brokers, and departmental operations. This position goes beyond routine administrative tasks by leveraging industry knowledge and experience to guide peers, support training initiatives, participate in special projects, and contribute to ongoing process improvements.

Key Responsibilities

• Obtain and maintain a Property & Casualty (P&C) insurance license
• Manage Assistant and group email inboxes promptly and accurately, ensuring timely responses and proper task routing
• Provide phone coverage and frontline communication support for the organization
• Prepare and distribute quotes, finance agreements, ACORD applications, bind requests, invoices, and state affidavits
• Conduct policy checks, renewal notifications, and request loss runs
• Ensure proper documentation is prepared, received, reviewed, and submitted accurately and in compliance with surplus lines requirements
• Document and maintain transparency of all transactions within AMS and other company systems
• Assist in internal and external surplus lines audits by verifying transactions, documentation, and regulatory compliance
• Apply strong working knowledge of insurance administrative processes and AMS operations to ensure consistent accuracy and efficiency
• Identify, own, and resolve administrative or documentation issues proactively, escalating appropriately when necessary
• Manage evolving priorities and shifting deadlines independently while maintaining high levels of accuracy and responsiveness
• Support onboarding, training, and mentorship of new or junior administrative team members as needed
• Utilize AI‑enabled tools and internal systems to improve efficiency, accuracy, and workflow organization where appropriate
• Support Sales teams with service‑related items and administrative needs
• Provide backup support for administrative duties, including mail handling and general office coordination
• Handle sensitive client and financial information with discretion, professionalism, and strict confidentiality
• Contribute to process improvement initiatives and cross‑functional projects as assigned
• Maintain regular and timely attendance
• Required to perform other duties as requested, directed, or assigned

Requirements and Qualifications

• High school diploma required
• 2+ years of experience in the surplus lines industry OR valid P&C license plus 12+ months of CSR or administrative support experience
• Experience in administration or accounting preferred
• Experience using Microsoft Word, Excel, Outlook, and related systems preferred
• Strong organizational skills with high attention to detail and accuracy
• Demonstrated ability to work independently with minimal direction
• Excellent written and verbal communication skills, professional and concise in client and internal interactions
• Strong problem‑solving skills with a resourceful and solution‑focused mindset
• Proficiency in document management systems, email platforms, and core business applications
• Dependable, accountable, and consistent in task execution

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.