Technical Administrative Assistant at Veracity Insurance Solutions, LLC

Pleasant Grove, Utah, United States -

Full Time

Start Date

Immediate

Expiry Date

23 Jul, 26

Salary

23.0

Posted On

24 Apr, 26

Experience

2 year(s) or above

Remote Job

Yes

Telecommute

Yes

Sponsor Visa

Skills

Property & Casualty insurance, Surplus lines, Administrative support, AMS operations, Document management, Data entry, Customer service, Microsoft Word, Microsoft Excel, Microsoft Outlook, Communication, Problem-solving, Attention to detail, Time management, Mentorship, Regulatory compliance

Industry

Insurance

Description

We’re seeking a highly organized and proactive Technical 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.

Responsibilities

The role provides advanced administrative and clerical support to insurance agents and brokers, including managing documentation, policy checks, and regulatory compliance. It also involves mentoring junior staff, participating in process improvement projects, and utilizing AI-enabled tools to enhance workflow efficiency.