Account Manager

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.

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 seeking a skilled and driven Account Manager to join our team. Reporting to the Director of Revenue this remote role serves as the primary point of contact for existing clients ensuring a seamless experience from onboarding through policy renewal. The Account Manager builds and maintains long-term client relationships by proactively addressing needs managing renewals identifying cross-selling opportunities and coordinating with internal and external partners to deliver timely effective solutions.

Key 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

Requirements and Qualifications

• Bachelors degree in Business Communications or a related field preferred

• 35 years of account management client service or 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 ofor strong interest in developing expertise ininsurance products underwriting processes consultative selling and industry regulations

Perks

• 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

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: $70k/yr - $80k/yr Bonuses

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.