Veracity Insurance Solutions, LLC

Administrative Assistant

• Provide comprehensive administrative support to Account Managers, Brokers, and departmental operations
• Prepare, process, and distribute quotes, finance agreements, Accord applications, bind requests, invoices, and state affidavits
• Conduct policy checks, manage renewals, request loss runs, and ensure documentation accuracy and completeness
• Record and maintain transaction data within AMS and other Veracity systems
• Assist with internal and external audits
• Coordinate meetings, manage calendars, and schedule appointments
• Support Sales and other departments with service-related items, projects, and cross-functional communication
• Prepare and maintain reports, presentations, and internal materials
• Manage shared inboxes, phone coverage, mail handling, and general office support
• Monitor deadlines for policy renewals, compliance filings, and project milestones
• Organize and maintain digital and physical files
• Assist with onboarding and training new administrative staff
• Identify and contribute to process improvements
• Support event and meeting logistics
• Maintain confidentiality, professionalism, and customer service in all interactions
• Perform other duties as requested, directed, or assigned

Customer Support

• Provide customer service through phone, email, chat, or other contact methods
• Communicate clearly and professionally with customers
• Thoroughly and accurately document customer accounts immediately after any action
• Use job tools and job aids and apply basic troubleshooting to resolve inquiries before escalation
• Assist with simple certificate requests
• Manage email inboxes
• Self-manage tasks and work independently with minimal supervision
• Adapt to shifting customer needs and channel demands while demonstrating empathy
• Provide frontline feedback on recurring customer pain points to improve processes and AI responses
• Perform other duties as requested, directed, or assigned
• Report to the Communications Manager

Customer Service Representative

Product Manager

• Set the platform product vision and roadmap, connecting business priorities to clear, achievable plans
• Own ongoing platform improvement using adoption, reliability, delivery speed, and business results to guide priorities
• Simplify workflows and expand shared capabilities to make launching and managing insurance products easier
• Lead the rebuild and migration of existing products and workflows while supporting ongoing business operations
• Partner with Engineering to build reliable, adaptable systems and evaluate when to build, buy, or improve technology
• Align platform capabilities with the needs of Engineering, Program Management, Product Marketing, and Operations
• Understand customer and operational needs and turn them into useful platform capabilities
• Lead and develop a small team of product managers while participating in discovery, major decisions, and delivery
• Perform other duties as requested, directed, or assigned

Director of Product, Insurance Platform

Insurance

• Set and drive the vision for the insurance-systems portfolio
• Publish and maintain a 6–12 month roadmap tied to company priorities
• Run structured feedback loops with sales, service, operations, and marketing leaders
• Own day-to-day administration, configuration, and change decisions within the portfolio
• Recommend lifecycle, vendor, and spend decisions with clear options, costs, and impacts
• Manage, coach, and develop the administrator team
• Set goals, run one-on-ones, and build cross-training
• Own the systems register and drive adopt, expand, replace, and retire recommendations
• Run a single intake process for system requests across three companies
• Own uptime, access controls, configuration standards, change calendar, and audit readiness
• Own renewals, license optimization, SLAs, and vendor performance reviews
• Partner with InfoSec/GRC and the Risk Manager on least-privilege access, data handling, regulatory requirements, and SOC 2 evidence
• Coordinate with Delivery & Automation on integrations and automation
• Safeguard data quality and maintain configuration and runbook documentation
• Perform other duties as requested, directed, or assigned

Enterprise Insurance Systems 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
• Perform other duties as requested, directed, or assigned

Junior Financial Analyst Intern

Product Marketing

• Support Veracity's suite of sales-assisted programs, starting with product liability risks including nutraceuticals, cannabis, and beauty/cosmetics, while developing restaurant and medspa segments
• Support Veracity's in-house agency and its sales-assisted quoting and binding process for higher-complexity programs requiring producer-level expertise
• Ensure the agency has positioning, competitive intelligence, and enablement resources to generate and qualify leads and convert quotes into bound policies
• Serve as product marketing's primary liaison to agency leadership on program performance and pipeline health
• Conduct market research on regulatory shifts, underwriting appetite changes, and competitive positioning
• Monitor competitor offerings, pricing structures, and coverage terms and translate findings into positioning guidance
• Partner with underwriting and program stakeholders to maintain current knowledge of program features, exclusions, and appetite shifts
• Build and maintain positioning briefs, objection handling guides, competitive battlecards, and program guidelines
• Identify enablement gaps and prioritize resources based on pipeline impact
• Train and support agency producers on program launches, coverage changes, and positioning updates
• Report on quote-to-bind performance by sub-program and analyze wins and losses
• Build and maintain the lead scoring framework with sales agents and the CRM administrator
• Track producer adoption of enablement materials and impact on bind rate
• Use pipeline and performance data to shape enablement priorities
• Coordinate channel strategies supporting the agency's sales-assisted process
• Escalate agency feedback on program gaps, competitive threats, or positioning issues
• Develop program-level performance forecasts and business cases for enablement investments or program expansions
• Oversee handoffs of new or evolving programs to the agency and sales-enablement function
• Coordinate handoffs between sales-assisted programs and the online programs division
• Create and represent Initiative Success Plans with resource needs, expected returns, and success metrics
• Provide recommendations on resourcing, prioritization, and operational needs
• Adopt the Objectives and Key Results framework for goal-setting and reporting
• Attend the annual Marketing Department offsite and other in-person events as requested
• Perform other duties as requested, directed, or assigned

Product Marketing Manager

Security Analyst

• Monitor security dashboards, alerts, and logs across AWS, Microsoft 365, Google Workspace, and Grafana; triage, document disposition, and escalate per established runbooks
• Run recurring vulnerability scans across cloud, endpoint, and application surfaces; maintain remediation tracking and verify findings are closed within SLAs
• Triage employee-reported phishing and security questions and escalate confirmed issues
• Support incident response as first responder and scribe; capture timelines, preserve evidence, maintain ticket hygiene, and draft post-incident summaries
• Maintain security tooling coverage including MFA enrollment, endpoint agents, logging agents, and email security
• Execute user access provisioning, role changes, and deprovisioning for onboarding and termination
• Run quarterly user access reviews and document exceptions and completed evidence
• Enforce least-privilege and role-based access practices; maintain privileged, service, and third-party access records
• Collect and maintain audit evidence for SOC 2 and PCI DSS
• Support SOC 2 and PCI DSS audit cycles and auditor communications
• Maintain the policy and procedure library, review calendar, approval records, and employee attestations
• Support vendor risk assessments and maintain the vendor inventory
• Perform assigned internal control testing and document results
• Draft customer and carrier security questionnaire responses for review
• Maintain the asset inventory and security awareness training program
• Build and maintain security and compliance metrics reporting
• Write and maintain runbooks, SOPs, and checklists
• Partner with IT, Engineering, Compliance, Legal, and Service teams
• Identify repetitive tasks that can be automated or streamlined and propose improvements
• Perform other duties as requested, directed, or assigned