Retail Customer Service Representative (Remote)
At Veracity, we aim to be a different kind of insurance partnerone 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.
Were growing fast and want you to be a part of it!
Were looking for a talented, detail-oriented Retail Customer Service Representative (CSR) to join our team. Under the direction of the Retail Operations Manager this role will be responsible for providing customer service in addition to administrative and operational support functions to internal team members.
Key Responsibilities
Respond to client and carrier inquiries via phone or email, addressing concerns or redirecting as needed
Issue certificates of insurance (COIs) and assist clients with policy audits or disputes
Provide timely correspondence to carriers, brokers, and agents regarding policies and client requests
Handle phone coverage and manage email correspondence across sales, support, and certificates
Prepare and distribute required documents, including quotes, invoices, affidavits, and policy-related forms
Maintain accurate data records in the management system, adhering to processes and naming conventions
Organize tasks efficiently to meet deadlines, notifying management of potential delays or challenges
Perform general clerical duties and adhere to departmental best practices
Support the teams efforts to accomplish goals, help drive initiatives, support projects, fulfill tasks, and meet or exceed accountability metrics
Manage leads and prospects using HubSpot (CRM) and the management system, ensuring accurate setup and assignment
Oversee the renewal tool, assigning accounts to appropriate team members and updating personnel records as needed
Support team operations by preparing and distributing documents related to new and renewal business
Conduct research and resolve issues related to invoicing, reconciliation, and payment processes
Collaborate with team members during meetings to improve workflows and processes
Requirements and Qualifications
High School Diploma
Active Property & Casualty License
2+ years of Independent Insurance Agency in CSR or administrative support experience and data entry
Broad understanding of Commercial Insurance Policies
Experienced with Microsoft Office Products such as Outlook, Excel, Word, Teams, and PowerPoint
Familiar with agency management systems and tools (ie: AMS 360 (preferred), Applied Epic, Hawksoft) and phone systems
Familiar with HubSpot (CRM) is a plus
Perks
Health, dental, and vision plans
Amazing work-life balance with 4 weeks of Paid Time Off
9 Paid Company Holidays with 2 floating holidays
401K Programs with employer match
Personal assistant programs for support in a healthy personal and work life
Why Veracity?
Here At Veracity, Youll Be Part Of a Team Of Trailblazers And Visionaries. Were 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: $21/hr - $25/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.
Apply Now
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.
Were growing fast and want you to be a part of it!
Were looking for a talented, detail-oriented Retail Customer Service Representative (CSR) to join our team. Under the direction of the Retail Operations Manager this role will be responsible for providing customer service in addition to administrative and operational support functions to internal team members.
Key Responsibilities
Respond to client and carrier inquiries via phone or email, addressing concerns or redirecting as needed
Issue certificates of insurance (COIs) and assist clients with policy audits or disputes
Provide timely correspondence to carriers, brokers, and agents regarding policies and client requests
Handle phone coverage and manage email correspondence across sales, support, and certificates
Prepare and distribute required documents, including quotes, invoices, affidavits, and policy-related forms
Maintain accurate data records in the management system, adhering to processes and naming conventions
Organize tasks efficiently to meet deadlines, notifying management of potential delays or challenges
Perform general clerical duties and adhere to departmental best practices
Support the teams efforts to accomplish goals, help drive initiatives, support projects, fulfill tasks, and meet or exceed accountability metrics
Manage leads and prospects using HubSpot (CRM) and the management system, ensuring accurate setup and assignment
Oversee the renewal tool, assigning accounts to appropriate team members and updating personnel records as needed
Support team operations by preparing and distributing documents related to new and renewal business
Conduct research and resolve issues related to invoicing, reconciliation, and payment processes
Collaborate with team members during meetings to improve workflows and processes
Requirements and Qualifications
High School Diploma
Active Property & Casualty License
2+ years of Independent Insurance Agency in CSR or administrative support experience and data entry
Broad understanding of Commercial Insurance Policies
Experienced with Microsoft Office Products such as Outlook, Excel, Word, Teams, and PowerPoint
Familiar with agency management systems and tools (ie: AMS 360 (preferred), Applied Epic, Hawksoft) and phone systems
Familiar with HubSpot (CRM) is a plus
Perks
Health, dental, and vision plans
Amazing work-life balance with 4 weeks of Paid Time Off
9 Paid Company Holidays with 2 floating holidays
401K Programs with employer match
Personal assistant programs for support in a healthy personal and work life
Why Veracity?
Here At Veracity, Youll Be Part Of a Team Of Trailblazers And Visionaries. Were 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: $21/hr - $25/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.
Apply Now