Remote Insurance Admin & Operations Specialist

Veracity Insurance Solutions, LLC; United States; Remote; USD 25,000 - 32,000; Full time

Benefits offered by this job

Health, dental, and vision plans

Amazing work-life balance with 4 weeks

401K with employer match

Paid holidays

Job summary

Veracity Insurance Solutions, LLC is seeking an Administrative Assistant for a remote role supporting Account Managers and Brokers. You will handle quotes, invoices, renewals, data integrity, and training while ensuring efficient operations and confidentiality.

Ideal candidates have 2+ years in surplus lines or insurance, strong MS Office skills, and a detail-oriented, customer-focused approach. P&C license path is available; remote collaboration across departments is expected.

Qualifications

• Minimum of two years of experience in the surplus lines or insurance industry, or a valid 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 onboarding and training of new administrative staff and maintain training materials
• 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
• 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
• Identify and contribute to process improvements to enhance efficiency and team performance
• Support event and meeting logistics, including setup, coordination, and material preparation
• 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

Skills

Customer service

Communication

Attention to detail

Education

High school diploma

Tools

Microsoft Word

Excel

Outlook

Job description

Veracity Insurance Solutions, LLC is seeking an Administrative Assistant for a remote role supporting Account Managers and Brokers. You will handle quotes, invoices, renewals, data integrity, and training while ensuring efficient operations and confidentiality.

Ideal candidates have 2+ years in surplus lines or insurance, strong MS Office skills, and a detail-oriented, customer-focused approach. P&C license path is available; remote collaboration across departments is expected.