Veracity Insurance Solutions, LLC

Solutions Engineer

• Design, document, and maintain an enterprise architecture that unites legacy systems, cloud infrastructure, and AI-based platforms, ensuring scalability, reliability, and 99.9% system uptime
• Develop and maintain an enterprise architecture roadmap outlining integration phases, modernization milestones, and AI enablement initiatives across core platforms
• Define and implement integration strategies across CRMs, policy administration, billing, reporting, customer support, and automation systems
• Lead modernization initiatives to restructure and refactor legacy applications for improved performance and interoperability
• Develop secure, scalable API and data integration frameworks for real-time data exchange
• Identify and architect opportunities to embed AI and automation within core business processes
• Collaborate with engineering, data, and business teams to design scalable, maintainable system blueprints
• Establish architecture standards, documentation, and best practices that promote reliability, compliance, and long-term scalability
• Track and report on architecture performance metrics, including integration success, system reliability, and modernization progress
• Evaluate new technologies and AI solutions for strategic alignment with enterprise objectives
• Perform other duties as assigned to support the company’s evolving technology goals

Solutions Architect

Account Manager

• Serve as the main point of contact for assigned clients, ensuring a smooth transition from sales through onboarding and continued support throughout the policy term and renewal cycle
• Manage a portfolio of client accounts by responding to inquiries, processing policy changes, and resolving issues efficiently and professionally
• Collaborate with underwriters, carriers, and internal teams to coordinate account activity and ensure a consistent, high-quality client experience
• Conduct proactive outreach ahead of renewals to review coverage, assess business changes, and recommend appropriate adjustments to maintain retention and satisfaction
• Identify cross-selling and referral opportunities by understanding clients’ business goals, risk profiles, and evolving coverage needs
• Maintain accurate client data and documentation in HubSpot, AMS, and related systems to ensure data integrity and visibility into the book of business
• Partner with sales, service, and carrier teams to streamline processes, enhance communication, and drive operational efficiency
• Stay informed on Veracity Insurance product offerings, carrier underwriting guidelines, and industry best practices to provide informed, consultative guidance
• Adhere to all licensing, regulatory, and company standards to ensure compliance and operational excellence

System Administrator

• Serve as the primary administrator for AMS360, managing configuration, maintenance, user permissions, and data integrity
• Evaluate, implement, and document AMS360 features, workflows, and automation enhancements to improve efficiency and reliability
• Oversee integrations between AMS360 and related systems (InsurLink, Vertafore PL Rating, ImageRight, CRM platforms, and digital engagement tools), ensuring seamless data flow and timely resolution of issues
• Collaborate with Product, IT, and AI teams to develop and maintain data-driven process improvements, enhance cross-system performance, and strengthen connectivity across the technology stack
• Partner with AI and Operations teams to identify and implement intelligent automation, data enrichment, and workflow optimization opportunities
• Establish and maintain governance standards for data quality, configuration management, and API integrations
• Support the rollout, change management, and user adoption of new automation, AI capabilities, and system enhancements
• Provide Tier 2–3 system support for AMS360 and related applications, troubleshooting issues and ensuring a high level of user satisfaction
• Develop user guides, training resources, and conduct sessions to promote best practices, adoption, and consistent system use
• Act as a liaison between users, leadership, and technical teams to align system requirements and deliver continuous improvement
• Design and maintain reports and dashboards that deliver operational insights, KPIs, and analytics to support data-informed decisions
• Identify and implement opportunities to automate reporting, improve visibility, and streamline performance tracking
• Required to perform other duties as requested, directed, or assigned

Agency Systems Administrator

Accounting Manager

• Accurately and efficiently process a high volume of invoices, ensuring timely billing and compliance with internal standards
• Manage and document refund requests, communicating professionally and promptly with policyholders to resolve issues
• Prepare and analyze monthly reports on departmental error rates and revenue performance for leadership review
• Review and remit biweekly carrier payables, ensuring accuracy and timeliness in disbursements
• Process weekly chargebacks, document related activity, and coordinate policy cancellations as necessary
• Generate accounts receivable (AR) statements and reports by consolidating data from multiple systems
• Prepare and distribute weekly intents to cancel, cancellation notices, and write-off documentation in accordance with policy timelines
• Submit outstanding account balances to third-party collections agencies as appropriate
• Investigate chargebacks and apply findings to associated policies to ensure accurate records and resolution
• Issue agency billing refunds and perform monthly reconciliation of financial payments in line with company policies
• Apply incoming payments to customer, broker, and internal accounts with precision and consistency
• Review financial details of finance agreements and submit completed documentation to the contract processor for finalization

Accounting Clerk

• Manage and optimize backend system settings to support the implementation and maintenance of new and existing insurance product features
• Oversee product configuration updates, including implementing new features, accommodating carrier or product changes, and managing renewal settings
• Create, update, and test document templates to ensure accuracy, consistency, and compliance with product and regulatory requirements
• Ensure all insurance product updates are accurately reflected within the system and aligned with carrier, regulatory, and operational requirements
• Implement product-related configuration changes in collaboration with the Software Engineering team and other stakeholders
• Develop and maintain detailed documentation for system features and configurations, including both technical references and user-friendly guides
• Keep documentation current to reflect the latest system functionality and configuration options
• Serve as the primary point of contact for backend configuration support and related inquiries
• Collaborate with cross-functional partners, including the maintenance queue specialist, to identify, investigate, and resolve misconfiguration issues promptly
• Design and implement process improvements to minimize configuration errors and enhance overall system reliability
• Identify and execute opportunities to optimize configurations for better performance, efficiency, and user experience
• Proactively monitor backend configurations, troubleshoot issues, and ensure overall system stability and data integrity
• Test and validate configuration changes to maintain quality, reliability, and compliance standards
• Required to perform other duties as requested, directed, or assigned

Administrative Assistant

• Provide comprehensive administrative support to Account Managers, Brokers, and departmental operations to ensure efficient workflow and service excellence
• Obtain and maintain a valid Property and Casualty License in compliance with regulatory requirements
• 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

Product Manager

• Define and Own Product Vision, Strategy & Roadmap
• Set and articulate the product vision, strategy, and roadmap for your segment, ensuring alignment with overall business objectives
• Translate company strategy into actionable initiatives with measurable success metrics
• Continuously assess market trends, competitive dynamics, and customer feedback to refine priorities and maintain relevance
• Champion customer needs by grounding product decisions in research, feedback, and data-driven insights
• Collaborate with engineering, design, data, and marketing teams to deliver high-quality, successful product launches
• Act as a strategic leader, inspiring peers and executives with vision, insight, and thought leadership

Customer Success Manager

• Support ongoing data hygiene, including de-duplication, normalization, and historical data cleanup
• Monitor and maintain data accuracy across HubSpot and integrated systems
• Identify data inconsistencies, recommend solutions, and execute fixes in partnership with the CRM Administrator
• Assist in designing, testing, and deploying workflows and automations to streamline sales, marketing, and service processes
• Help build AI-driven efficiencies in HubSpot, including predictive analytics, engagement tools, and process optimization
• Document and maintain workflow logic to ensure clarity, transparency, and scalability
• Provide day-to-day user support by troubleshooting and resolving issues within HubSpot
• Collaborate with teams to gather requirements and translate them into CRM enhancements
• Assist with role-based permissions, property management, and object configuration under the guidance of the CRM Administrator
• Partner with the CRM Administrator to understand HubSpot’s integration with other business systems (e.g., ERP, marketing automation tools, customer support platforms)
• Help test, monitor, and maintain integrations to ensure reliable and consistent data flow
• Identify and escalate cross-platform issues or risks that could impact business processes

CRM Specialist

Performance Marketing

• Reporting to the Paid Media Manager, the Paid Media Specialist (Remote/Hybrid) will play a key role in executing day-to-day paid media initiatives. This role is responsible for developing, implementing, and optimizing campaigns across multiple paid media platforms. With an eye for detail and a focus on measurable results, the Paid Media Specialist works closely with internal teams to ensure strategies align with organizational and revenue goals.
• Key Responsibilities:
• Develop and implement comprehensive paid media strategies to drive sales & revenue growth Manage and allocate budget across different campaigns and channels Conduct keyword research, competitive analysis, market research, and audience analysis that inform campaign planning and optimization Collaborate with the SEO, design, content, email, and other teams to develop effective cross-channel marketing campaigns Collaborate with the design team and others to ensure paid media best practices are implemented and adhered to Monitor, analyze, and report on paid media performance using tools like Google Analytics, the ad platforms (Google Ads Manager, Meta/Facebook Ads Manager, etc.), internal reporting dashboards, and 3 rd party tools Stay up to date on the latest paid media trends and platform updates Request & direct the efforts of resource providers (designers, content writers, email specialist, video editor, etc.) in the execution of paid media strategies & tactics Continuously test and optimize campaigns to improve performance and maximize ROAS/AMER Identify and explore new paid media opportunities and channels to expand reach and drive growth Required to perform other duties as requested, directed, or assigned

Paid Media Specialist

Digital Marketing

Reporting to the Director of Content, the Digital Marketing Strategist (Remote or Hybrid) works closely with SEO Specialists, Copywriters, Designers, Product Marketing Managers, and other teammates.
Act as strategist, consultant/coach, and hands-on implementer.
Troubleshoot website traffic issues, analyze data, and identify actionable insights.
Support struggling products/sites with stronger strategies; provide cross-functional digital marketing, SEO, and data/tracking expertise.
Develop data solutions, oversee tag management, ensure tracking tools are implemented correctly, and create dashboards and reporting solutions.
Identify and resolve technical SEO issues; monitor GSC, Ahrefs, Semrush; audit structured data, metadata, and schema.
Provide training, coaching, and mentorship to improve SEO results across teams.
Develop reports and dashboards; translate complex data into actionable insights; manage third-party performance/data tools.
Act as internal consultant for SEO, Content, Dev, PR, and PMMs; optimize off-site marketing; audit competitor sites and backlink quality.
Support website migrations, redesigns, and product launches; run tests/experiments; maintain competitor knowledge library.
Attend annual Marketing Department offsite and perform additional tasks as requested.