Administrative Assistant

Veracity Insurance Solutions, LLC•Pleasant Grove, UT

8d•$18 - $23•Remote

About The Position

We’re seeking a talented, detail-oriented Administrative Assistant to join our team. Reporting to the Insurance Billing & Processing Manager, this remote role is responsible for providing advanced administrative and clerical support to Account Managers, Brokers, and departmental operations. The Administrative Assistant also guides peers, assists with training, contributes to special projects, and supports process improvements to enhance efficiency and team success.

Requirements

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
Manage shared inboxes, phone coverage, mail handling, and general office support tasks promptly and professionally
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
Assist with onboarding and training of new administrative staff and maintain training materials
Identify and contribute to process improvements to enhance efficiency and team performance
Support event and meeting logistics, including setup, coordination, and material preparation
Uphold confidentiality, professionalism, and a strong customer service orientation in all interactions
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
Required to perform other duties as requested, directed, or assigned