Account Manager

Job Description

Job Description

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.

We’re growing fast and want you to be a part of it!

We’re 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

Bachelor’s degree in Business, Communications, or a related field preferred

3–5 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 of—or strong interest in developing expertise in—insurance 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, you’ll be part of a team of trailblazers and visionaries. We’re 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.

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