Senior Administrative Assistant

Veracity Insurance Solutions, LLC • Pleasant Grove, UT

3h

About The Position

We are seeking a skilled and resourceful Senior Administrative Assistant to join our team. Reporting to the Administrative Assistant Team Lead, this role provides advanced administrative and clerical support to Account Managers, Brokers, and departmental operations. Beyond routine tasks, you will leverage your expertise and experience to mentor peers, support training initiatives, contribute to special projects, and help identify and implement process improvements that strengthen team efficiency and effectiveness.

Requirements

• High school diploma required
• 2+ years of insurance or surplus lines industry experience, or a valid Property & Casualty license plus 12+ months of CSR or administrative support experience; must be able to obtain and maintain a Property & Casualty license
• Strong knowledge of insurance administrative processes, AMS operations, and related compliance requirements
• Proficiency in Microsoft Office (Word, Excel, Outlook), email platforms, and document management systems, with the ability to adapt to new technologies
• Excellent organizational and time-management skills, with proven ability to prioritize, meet deadlines, and maintain accuracy in fast-paced environments
• Clear and professional communicator with strong interpersonal, customer service, and relationship-building skills
• Demonstrated problem-solving and analytical abilities, with experience supporting process improvements, audits, and workflow optimization
• Collaborative team contributor with mentoring and training capabilities, a high level of integrity, and accountability for results

Nice To Haves

• Associate’s or Bachelor’s degree in Business, Finance, Accounting, Risk Management, or a related field preferred

Responsibilities

• Mentor peers, assist with onboarding and training initiatives, and serve as a resource to strengthen team knowledge and performance
• Contribute to special projects and lead efforts to identify and implement process improvements that increase efficiency and effectiveness across the team
• Prepare, review, and distribute essential insurance documents such as quotes, finance agreements, Accord applications, bind requests, invoices, and state affidavits
• Perform policy checks, renewal notifications, and loss run requests to maintain program accuracy and compliance
• Accurately document and track all transactions in AMS and other Veracity systems, ensuring transparency, data integrity, and regulatory compliance
• Support audits and document reviews by verifying transactions and assisting with internal and external surplus lines requirements
• Partner with Sales teams and other departments to deliver responsive service support that enhances client satisfaction and program performance
• Manage team and group email inboxes and provide frontline communication support, including phone coverage, to ensure timely and professional responses
• Provide reliable backup for administrative functions while upholding confidentiality, professionalism, and a strong customer service orientation
• Required to perform other duties as requested, directed, or assigned

Benefits

• Health, dental, and vision plans
• 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

What This Job Offers

• Job Type: Full-time
• Career Level: Senior
• Education Level: High school or GED
• Number of Employees: 11-50 employees