Retail Customer Service Representative - Remote

Overview

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. Our culture of empowerment believes in effort, results, and accountability, fostering trust and growth.

In Short

• Respond to client and carrier inquiries via phone or email.
• Issue certificates of insurance (COIs) and assist clients with policy audits.
• Provide timely correspondence to carriers, brokers, and agents.
• Handle phone coverage and manage email correspondence.
• Prepare and distribute required documents, including quotes and invoices.
• Maintain accurate data records in the management system.
• Organize tasks efficiently to meet deadlines.
• Perform general clerical duties and adhere to best practices.
• Support team operations by preparing and distributing documents.
• Conduct research and resolve issues related to invoicing.

Requirements

• High School Diploma.
• Active Property & Casualty License.
• 2+ years of experience in CSR or administrative support.
• Broad understanding of Commercial Insurance Policies.
• Experienced with Microsoft Office Products.
• Familiar with agency management systems and tools.
• Familiar with HubSpot (CRM) is a plus.

Benefits

• Health, dental, and vision plans.
• 4 weeks of Paid Time Off.
• 9 Paid Company Holidays with 2 floating holidays.
• 401K Programs with employer match.
• Personal assistant programs for support.