Guide and support small business clients through their insurance lifecycle, from onboarding to renewal. This role is perfect for someone who loves nurturing relationships, solving problems, and helping business owners stay protected and confident.
About Veracity Insurance
Veracity is an independent insurance partner serving small businesses across the country. No outside investors, no corporate control — just a mission to empower entrepreneurs through transparency, accountability, and expertise. The team is growing quickly and committed to continuous innovation and client-first service.
Schedule
- Full-time, remote
- Must live in: AZ, AR, FL, GA, ID, IL, IN, KS, KY, NC, NV, OH, OK, SC, TN, TX, UT, VA
- Standard business hours
- Reports to Director of Revenue
What You’ll Do
- Serve as primary contact for assigned accounts from onboarding through renewal
- Manage client inquiries, policy changes, and escalations
- Coordinate with underwriters, carriers, and internal teams
- Conduct proactive outreach before renewals to review coverage needs
- Identify cross-sell and referral opportunities
- Maintain accurate data in CRM and policy systems
- Support client retention efforts and ensure high-quality service
- Stay current on products, underwriting, and industry best practices
- Perform additional duties as needed
What You Need
- Bachelor’s degree preferred
- 3–5 years account management or insurance experience (commercial preferred)
- Strong communication and relationship-building skills
- Ability to manage multiple priorities in a fast-paced environment
- Proactive problem-solver who anticipates needs
- CRM experience (HubSpot or similar)
- Familiarity with insurance products and regulations, or eagerness to learn
Benefits
- $70,000–$80,000 per year + bonuses
- Medical, dental, vision
- 401(k) with match
- 4 weeks PTO + 10 paid holidays + 2 floating holidays
- Wellness and employee assistance programs
This is a great opportunity to own your client book, build long-term relationships, and grow your insurance expertise in a collaborative culture.
Happy Hunting,
~Two Chicks…