Veracity Insurance Solutions, LLC

Learning and Development

• Design, maintain, and improve career development frameworks, including career paths, role progression models, and competency-based career maps
• Partner with HR, department leaders, and subject matter experts to define skills, behaviors, and expectations by role and level
• Support the development of career ladders, individual development planning tools, and employee growth resources
• Help employees and managers understand career pathways and development opportunities within the organization
• Develop and coordinate leadership development programs for emerging leaders, new managers, and experienced people leaders
• Support manager training in areas such as coaching, performance management, feedback, communication, employee engagement, and change leadership
• Create practical tools, guides, workshops, and learning experiences that help leaders apply concepts in day-to-day work
• Build blended learning solutions, including workshops, e-learning modules, facilitator guides, job aids, toolkits, and self-guided resources
• Facilitate engaging training sessions for employees, managers, and leaders across multiple formats
• Manage learning program logistics, communications, participation tracking, and evaluation activities
• Measure program effectiveness using participant feedback, assessments, participation data, and business impact indicators
• Collaborate cross-functionally to support organizational development initiatives and workforce capability building
• Required to perform other duties as requested, directed, or assigned

Senior Learning & Development, L&D Specialist

Insurance

• Ensure timely and accurate completion of state regulatory surplus lines submissions within the InsCipher system
• Reconcile surplus filing data batches, payments, and invoices to ensure accuracy and compliance
• Prepare, verify, and review required documentation for submission
• Assist with internal and external surplus lines audits by verifying transactions, filings, and related records
• Independently research, investigate, and resolve issues that arise during filing, reconciliation, or payment processes
• Manage multiple priorities efficiently while maintaining accuracy and responsiveness in a high-volume workflow
• Collaborate effectively within a team environment and support team objectives and deadlines
• Adapt to internal workflow or process changes and provide feedback to improve efficiency
• Remain open to coaching, continuously developing new skills, and applying constructive feedback
• Required to perform other duties as requested, directed, or assigned

Insurance Filing Clerk

Administrative Assistant

• 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

Technical Administrative Assistant

• Provide advanced administrative and clerical support to Account Managers, Brokers, and departmental operations
• 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

Senior Administrative Assistant

Product Marketing

• Conduct market research with 4Ps members and other supporting staff to find answers about consumer requirements, habits and trends, market sizing, etc.
• Conduct competitive research with 4Ps members and other supporting staff to discover product features, product opportunities, pricing options, competitor competencies/deficiencies, etc.
• Regularly report to stakeholders on product performance, including an analysis of reasons for success or failure, with specific (but not sole) focus on the new customer acquisition funnel
• Assist stakeholders and executives in the creation of annual product performance forecasts using sound data practices and analysis, historical and forward-looking insights, and any supporting tools/personnel
• Assist resource managers and others in analyzing marketing data (campaign results, conversion rates, traffic etc.) to help shape future marketing strategies
• Where necessary, plan, organize, and execute or oversee the execution of various audience feedback systems including but not limited to focus groups, surveys, site surveys, and polls
• Coordinate with all Marketing leaders and resource managers to ensure ancillary channel strategies, campaigns, and efforts are appropriately supportive of overall product needs
• Both coordinate and contribute to a first-class Community of Practice for PMMs that is focused on setting and achieving role-based goals that support department and company goals, sharing best practices, findings, and positive test or initiative results that might be of use across other products, and focuses on how to best get alignment across the 4Ps team, at-large Marketing team, and other relevant stakeholders
• Be a champion of the customer and the customer experience through first-hand knowledge and by hearing the voice of the customer through Product Leads and other support staff, including CSR and Partnerships team members
• Oversee, personally orchestrate, and assist resource managers in ensuring an effective and smooth handoff of new products that are transitioned from the New Product Development team to the Marketing team
• Personally create and professionally represent Initiative Success Plans (ISPs) that outline a potential effort’s resource need, returns, metrics, business case, supporting staff, etc. as well as provide feedback on ISPs authored by others including other 4P strategic team members, resource managers, support staff, etc.
• Provide feedback, insights, and ideas to the VP of Marketing, Resource Managers, and other Marketing department leaders on resourcing challenges/constraints/needs, planning, prioritization, budgeting, operations, etc. Required to perform other duties as requested, directed, or assigned.

Product Marketing Manager

Financial Planning and Analysis

• Assist in collecting, organizing, and analyzing financial data to support planning and forecasting activities
• Support financial modeling, budgeting, and forecasting processes
• Perform project-based financial analysis, including ROI analysis, cost analysis, and performance tracking
• Analyze variances and identify trends across financial data and reporting outputs
• Prepare reports, summaries, and presentations for leadership review
• Support scenario modeling and strategic planning initiatives
• Identify opportunities to improve efficiency, reporting accuracy, and profitability
• Maintain and update financial data, models, and reporting tools
• Collaborate cross-functionally to support business initiatives and data-driven decision-making
• Required to perform other duties as requested, directed, or assigned

Junior Financial Analyst

Billing Specialist

• Prepare and distribute finance agreements, bind requests, invoices, and state affidavits
• Conduct policy checks and renewal notifications to ensure accuracy and completeness
• Ensure all required documentation is prepared, received, reviewed, and submitted accurately
• Document and maintain transparency of all transactions within AMS and related systems
• Process high-volume invoicing with precision and efficiency across agency billing workflows
• Create accounts receivable statements and reports using multiple data sources
• Apply incoming payments to customer, broker, and internal accounts
• Process chargebacks, research discrepancies, and document or cancel related policies
• Investigate, track, and resolve accounting discrepancies and payment issues
• Create and distribute intents, notices of cancellation, and write-offs on a regular cadence
• Submit outstanding balances to collections and maintain accurate tracking
• Issue agency billing refunds and reconcile financial payments in accordance with company policy
• Verify financial details on finance agreements and submit to contract processors
• Review and support remittance of carrier payables as needed
• Perform Capital Premium Finance reconciliations and support monthly financial processes
• Maintain and process incoming accounting-related communications and email requests
• Assist with internal and external surplus lines audits by verifying transactions and documentation
• Support Sales teams with service-related items as needed
• Provide backup support for administrative duties, including mail handling and general office coordination
• Maintain confidentiality, professionalism, and a strong customer service orientation at all times
• Manage multiple priorities independently while maintaining accuracy and meeting deadlines
• Required to perform other duties as requested, directed, or assigned

Insurance Billing and Processing Specialist

SEO Marketing

• Lead, coach, and develop a high-performing team of SEO Specialists
• Set clear expectations, quality standards, workflows, and growth paths across the team
• Own SEO strategy across Veracity brands and products, including technical SEO, on-page SEO, off-page SEO, reporting, governance, and emerging AI search visibility opportunities
• Build repeatable plays, SOPs, QA standards, and prioritization frameworks that improve consistency, speed, and output quality
• Guide dashboards and reporting that connect SEO performance to meaningful business outcomes
• Evaluate and implement AI-assisted workflows and automations that improve execution without sacrificing judgment, accuracy, or stakeholder trust
• Partner cross-functionally to improve site health, search visibility, landing page performance, and conversion opportunities.

SEO Manager

Customer Support

• Provide technical support to internal users by managing support requests and responding to live chat inquiries while meeting SLA expectations
• Troubleshoot application, product, API, and configuration issues, identify root causes, and independently resolve or escalate as needed
• Manage backend system configurations, product settings, and release-related updates to support business and operational needs
• Coordinate platform and vendor releases, validate changes, and support issue resolution related to system updates and production stability
• Manage and prioritize incoming maintenance tickets, ensuring accurate tracking, documentation, and timely resolution
• Partner with stakeholders and Product teams to gather issue details, clarify requirements, and communicate status, impacts, and resolution timelines
• Collaborate with internal teams and third-party vendors to investigate and resolve system issues across connected platforms
• Monitor ticket trends to identify recurring technical issues and recommend preventative maintenance or system improvements
• Escalate complex or unresolved issues to appropriate teams in a timely manner, providing clear documentation and context
• Maintain accurate system documentation and support ongoing improvements to configuration quality, support processes, and platform reliability

Technical Application Support Specialist II

• Own SEO strategy and execution for an assigned portfolio of brands/products
• Conduct recurring SEO, content, technical, and competitor audits and turn findings into prioritized action plans
• Build and manage content runways, optimization plans, refresh opportunities, and briefs for new and existing pages
• Partner cross-functionally to improve rankings, traffic, engagement, and conversion performance
• Execute and support technical SEO improvements across metadata, crawlability, indexation, internal linking, schema, site structure, and overall site health
• Maintain topic clusters, internal linking strategies, and on-page optimization across landing pages and blog content
• Use reporting and performance analysis to spot issues early, QA data, and recommend next steps
• Contribute to testing, backlink opportunities, digital PR support, and off-site visibility efforts
• Apply practical AI-assisted workflows that improve research, execution speed, and search visibility without sacrificing quality or judgment