Administrative Assistant in Pleasant Grove, Utah at Veracity Insurance Solutions

At Veracity, we aim to be a different kind of insurance partner – one that is free from outside investors, venture capital, or the pressures of a corporate parent.

Ours is a culture of empowerment – one that believes in effort, results, and accountability. We believe that transparency fosters trust, trust fosters growth, and that growth drives innovation. Our commitment to rigorous evaluation and relentless execution lead to rapid evolution.

We answer only to the small business owners we serve, and this independence allows us to stay focused on what matters most: helping their businesses thrive by providing expert guidance and best-in-class insurance policies.

We’re growing fast and want you to be a part of it!

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

Key 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

Requirements and Qualifications

• 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

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.