Veracity Insurance Solutions, LLC · 7 hours ago
Account Manager
United States
Full-time
Remote
Mid Level
$70K/yr - $80K/yr
3+ years expVeracity Insurance Solutions, LLC is an independent insurance partner focused on helping small business owners thrive. They are seeking a skilled Account Manager to serve as the primary point of contact for existing clients, ensuring a seamless experience from onboarding to policy renewal while building long-term relationships and identifying cross-selling opportunities.
FinanceFinancial ServicesHealth CareInsurance
Responsibilities
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
Required to perform other duties as requested, directed, or assigned
Qualification
Required
Bachelor's degree in Business, Communications, or a related field preferred
3–5 years of insurance experience, ideally within a commercial or retail insurance environment
Excellent verbal and written communication skills with a proven ability to build and maintain strong client relationships through responsiveness, follow-through, and clear communication
Strong organizational skills with the ability to manage multiple priorities and deadlines in a fast-paced environment
Proactive problem-solver who anticipates client needs and delivers effective, timely solutions
Experienced with HubSpot, AMS, or similar CRM platforms; proficient with Microsoft Office Suite and virtual collaboration tools
Knowledge of—or strong interest in developing expertise in—insurance products, underwriting processes, consultative selling, and industry regulations
Benefits
Health, dental, and vision plans
Amazing work-life balance with 4 weeks of Paid Time Off
10 Paid Company Holidays with 2 floating holidays
401K Programs with employer match
Personal assistance programs for support in a healthy personal and work life
Company
Veracity Insurance Solutions, LLC
Veracity Insurance Solutions is an international insurance brokerage firm specializing in the placement of Programs, General Liability, and Product Liability Insurance.
51-200 employees
Funding
Current Stage
Growth StageLeadership Team
Chris Van Leeuwen
Vice President of Sales/CSO
Alan Sanchez
Business Development Partner
Recent News
2023-12-01
Kansas City Business Journal
2023-11-19
Company data provided by crunchbase