Technical Administrative Assistant

Veracity Insurance Solutions, LLC•Pleasant Grove, UT

About The Position

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.

Requirements

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

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