Remote Administrative Assistant — Insurance Operations & Training

Veracity Insurance Solutions, LLC

Pleasant Grove (UT)

Remote

USD 25,000 - 32,000

Full time

31 hours ago
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Benefits offered by this job

Health insurance
Dental plan
Vision plan
Paid time off
Holidays
401K with match
Personal assistance

Job summary

Veracity Insurance Solutions, LLC is seeking a talented Administrative Assistant to join our team. This remote role reports to the Insurance Billing & Processing Manager and provides advanced administrative support to Account Managers, Brokers, and operations.

Responsibilities include processing quotes and documents, coordinating meetings, maintaining files, supporting audits, and helping with training and process improvements to boost efficiency.

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 preferred.
  • Background in administration or accounting preferred.
  • Proficiency in Microsoft Word, Excel, and Outlook preferred.

Responsibilities

  • Provide comprehensive administrative support to Account Managers, Brokers, and departmental operations to ensure efficient workflow and service excellence.
  • Obtain and maintain a Property & Casualty (P&C) insurance license.
  • 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.

Education

High school diploma
P&C license

Tools

Microsoft Word
Excel
Outlook

Job description

Veracity Insurance Solutions, LLC is seeking a talented Administrative Assistant to join our team. This remote role reports to the Insurance Billing & Processing Manager and provides advanced administrative support to Account Managers, Brokers, and operations.

Responsibilities include processing quotes and documents, coordinating meetings, maintaining files, supporting audits, and helping with training and process improvements to boost efficiency.

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