Veracity Insurance Solutions, LLC

• Design, maintain, and improve career development frameworks, including career paths, role progression models, and competency-based career maps • Partner with HR, department leaders, and subject matter experts to define skills, behaviors, and expectations by role and level • Support the development of career ladders, individual development planning tools, and employee growth resources • Help employees and managers understand career pathways and development opportunities within the organization • Develop and coordinate leadership development programs for emerging leaders, new managers, and experienced people leaders • Support manager training in areas such as coaching, performance management, feedback, communication, employee engagement, and change leadership • Create practical tools, guides, workshops, and learning experiences that help leaders apply concepts in day-to-day work • Build blended learning solutions, including workshops, e-learning modules, facilitator guides, job aids, toolkits, and self-guided resources • Facilitate engaging training sessions for employees, managers, and leaders across multiple formats • Manage learning program logistics, communications, participation tracking, and evaluation activities • Measure program effectiveness using participant feedback, assessments, participation data, and business impact indicators • Collaborate cross-functionally to support organizational development initiatives and workforce capability building • Required to perform other duties as requested, directed, or assigned

Title: Product Marketing Manager Location: Remote (United States) Department: Marketing Job Description: We’re seeking a talented, humble, hungry, smart, and proactive Product Marketing Manager to join our remote team. Reporting to the Lead Product Marketing Manager this individual is a critical member of Veracity’s “4Ps” strategic team consisting of the Product Owner, Program Manager, Product Lead, and Product Marketing Manager. The objective for all PMMs is to achieve product performance goals, initiative success, and to contribute significantly to overall company goals through the performance of assigned products. Part strategist, part brand manager, part consultant, and part orchestra conductor /general contractor, PMMs are personally responsible for fulfilling a portion of the Market & Competitive Analysis, Growth Proposals, and frequently create business cases for new initiatives as well as report on both product performance and initiative success. PMMs bear ultimate responsibility for product performance, have a specific responsibility for overall new policy growth, and must coordinate well with others to ensure overall product success and any/all efforts that contribute to both assigned product goals and overall company goals. Key Responsibilities - Conduct market research with 4Ps members and other supporting staff to find answers about consumer requirements, habits and trends, market sizing, etc. - Conduct competitive research with 4Ps members and other supporting staff to discover product features, product opportunities, pricing options, competitor competencies/deficiencies, etc. - Regularly report to stakeholders on product performance, including an analysis of reasons for success or failure, with specific (but not sole) focus on the new customer acquisition funnel - Assist stakeholders and executives in the creation of annual product performance forecasts using sound data practices and analysis, historical and forward-looking insights, and any supporting tools/personnel - Assist resource managers and others in analyzing marketing data (campaign results, conversion rates, traffic etc.) to help shape future marketing strategies - Where necessary, plan, organize, and execute or oversee the execution of various audience feedback systems including but not limited to focus groups, surveys, site surveys, and polls - Coordinate with all Marketing leaders and resource managers to ensure ancillary channel strategies, campaigns, and efforts are appropriately supportive of overall product needs - Both coordinate and contribute to a first-class Community of Practice for PMMs that is focused on setting and achieving role-based goals that support department and company goals, sharing best practices, findings, and positive test or initiative results that might be of use across other products, and focuses on how to best get alignment across the 4Ps team, at-large Marketing team, and other relevant stakeholders - Be a champion of the customer and the customer experience through first-hand knowledge and by hearing the voice of the customer through Product Leads and other support staff, including CSR and Partnerships team members - Oversee, personally orchestrate, and assist resource managers in ensuring an effective and smooth handoff of new products that are transitioned from the New Product Development team to the Marketing team - Personally create and professionally represent Initiative Success Plans (ISPs) that outline a potential effort’s resource need, returns, metrics, business case, supporting staff, etc. as well as provide feedback on ISPs authored by others including other 4P strategic team members, resource managers, support staff, etc. - Provide feedback, insights, and ideas to the VP of Marketing, Resource Managers, and other Marketing department leaders on resourcing challenges/constraints/needs, planning, prioritization, budgeting, operations, etc. - Required to perform other duties as requested, directed, or assigned Requirements and Qualifications - Bachelor’s Degree in Marketing, Communications, Business Administration, or a related field (or equivalent experience) - 2–4 years of experience in a marketing and/or project management role - Thorough understanding of marketing elements, distinctive characteristics, limitations, and opportunities of various marketing channels (with specific emphasis on digital marketing such as Content, Paid Media, SEO, Social Media, Email/SMS etc.) and market research methods - Ability to identify and qualify/quantify strategic goals, analyze, present, and form growth ideas and initiatives based on an accurate and thorough analysis of data, and the ability to think strategically and translate strategic thinking to tactical initiatives at all times - Solid understanding of consumer behavior, buying psychology, user experience flows, data analysis, and other areas that support the development of key initiatives that lead to product success - Demonstrated ability in written and oral form to communicate ideas effectively - Demonstrated ability to regularly gain alignment and buy-in, ensure marketing channel strategies are supportive of product goals, and appropriate parties are consulted or informed of how specific initiatives, updates, and outcomes will impact them - Serve as a champion of the organization’s brand and each assigned product’s reputation, providing constructive feedback to supporting teams when assets or outcomes do not align with established brand standards, values, and messaging - Exceptional organizational skills, demonstrated attention to detail, as well as the ability to multi-task, self-prioritize, and aid others in prioritizing their work in support of assigned products and brands - Skilled in Microsoft Office Suite, Google Drive, Marketing Automation (email, web CMS etc.), Analytics Platforms (Google Analytics, Social tools, PowerBI, Looker Studio, et al.) 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: $105k/yr - $117k/yr 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.

Technical Administrative Assistant 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 highly organized and proactive Technical Administrative Assistant to join our team. Reporting to the Administrative Assistant Team Lead, this role provides advanced administrative and clerical support to Agents, Account Managers, Brokers, and departmental operations. This position goes beyond routine administrative tasks by leveraging industry knowledge and experience to guide peers, support training initiatives, participate in special projects, and contribute to ongoing process improvements. Key Responsibilities - Obtain and maintain a Property & Casualty (P&C) insurance license - Manage Assistant and group email inboxes promptly and accurately, ensuring timely responses and proper task routing - Provide phone coverage and frontline communication support for the organization - Prepare and distribute quotes, finance agreements, ACORD applications, bind requests, invoices, and state affidavits - Conduct policy checks, renewal notifications, and request loss runs - Ensure proper documentation is prepared, received, reviewed, and submitted accurately and in compliance with surplus lines requirements - Document and maintain transparency of all transactions within AMS and other company systems - Assist in internal and external surplus lines audits by verifying transactions, documentation, and regulatory compliance - Apply strong working knowledge of insurance administrative processes and AMS operations to ensure consistent accuracy and efficiency - Identify, own, and resolve administrative or documentation issues proactively, escalating appropriately when necessary - Manage evolving priorities and shifting deadlines independently while maintaining high levels of accuracy and responsiveness - Support onboarding, training, and mentorship of new or junior administrative team members as needed - Utilize AI-enabled tools and internal systems to improve efficiency, accuracy, and workflow organization where appropriate - Support Sales teams with service-related items and administrative needs - Provide backup support for administrative duties, including mail handling and general office coordination - Handle sensitive client and financial information with discretion, professionalism, and strict confidentiality - Contribute to process improvement initiatives and cross-functional projects as assigned - Maintain regular and timely attendance - Required to perform other duties as requested, directed, or assigned Requirements and Qualifications - High school diploma required - 2+ years of experience in the surplus lines industry OR valid P&C license plus 12+ months of CSR or administrative support experience - Experience in administration or accounting preferred - Experience using Microsoft Word, Excel, Outlook, and related systems preferred - Strong organizational skills with high attention to detail and accuracy - Demonstrated ability to work independently with minimal direction - Excellent written and verbal communication skills, professional and concise in client and internal interactions - Strong problem-solving skills with a resourceful and solution-focused mindset - Proficiency in document management systems, email platforms, and core business applications - Dependable, accountable, and consistent in task execution 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: $18/hr - $23/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. Service Hub Remote (Utah, US) Pleasant Grove, UT

Insurance Filing Clerk 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 talented, detail-oriented Insurance Filing Clerk to join our team. This position is remote. Reporting to the Surplus Lines Manager this role will be responsible for completing filings, reports, documentation, reconciliations, and communications related to surplus lines and Risk Purchasing Groups (RPG) across all states. The ideal candidate is highly organized, accurate, and comfortable managing multiple priorities in a fast-paced, compliance-driven environment. Key Responsibilities - Ensure timely and accurate completion of state regulatory surplus lines submissions within the InsCipher system - Reconcile surplus filing data batches, payments, and invoices to ensure accuracy and compliance - Prepare, verify, and review required documentation for submission - Assist with internal and external surplus lines audits by verifying transactions, filings, and related records - Independently research, investigate, and resolve issues that arise during filing, reconciliation, or payment processes - Manage multiple priorities efficiently while maintaining accuracy and responsiveness in a high-volume workflow - Collaborate effectively within a team environment and support team objectives and deadlines - Adapt to internal workflow or process changes and provide feedback to improve efficiency - Remain open to coaching, continuously developing new skills, and applying constructive feedback - Required to perform other duties as requested, directed, or assigned Requirements and Qualifications - High school diploma or equivalent required - Minimum of 6 months of experience filing surplus lines transactions - Minimum of 6 months of computerized data entry experience - Highly organized, dependable, and personally accountable - Strong focus on accuracy, attention to detail, and clear communication - Technically proficient and comfortable working with computer systems; experience using Microsoft Word, Excel, Outlook, and Adobe preferred - Prior experience in administration or accounting preferred 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, 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: $23/hr - $28/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. Operations Remote (UT, US) Pleasant Grove, UT

Customer Service Representative, Spanish Speaking Remote (United States) 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 leads 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 dedicated and detail-oriented Customer Service Representative, Spanish Speaking to join our team. Reporting to the Communications Manager, this remote role is responsible for delivering accurate, timely, and high-quality support to customers across multiple communication channels. The Customer Service Representative ensures a positive customer experience through thorough documentation, effective coordination with internal teams, and the ability to adapt to evolving priorities. Key Responsibilities - Provide excellent customer service through phone, email, chat, or other contact methods, while communicating clearly and professionally - Thoroughly and accurately document all customer accounts immediately after any action - Effectively use job tools and job aids, applying basic troubleshooting steps to resolve customer inquiries before escalating - Assist with simple certificate requests and manage email inboxes - Self-manage tasks, taking initiative and working independently with minimal supervision to ensure optimal service - Adapt quickly to shifting customer needs and channel demands, while demonstrating empathy in every customer interaction - Provide frontline feedback on recurring customer pain points to improve processes and AI responses - Required to perform other duties as requested, directed, or assigned Requirements and Qualifications - High school diploma or equivalent required - 2+ years’ experience in customer service - Ability to obtain and maintain a Property and Casualty (P&C) insurance license - Ability to adapt to changing customer needs and multiple communication channels - Strong problem-solving skills to troubleshoot issues before escalation Strong written and verbal communication skills - Proficiency with common customer service software and systems, such as CRM tools - Strong time management and multitasking abilities to handle multiple customer interactions and tasks efficiently - Comfortable using AI-enabled support tools (e.g., chatbots, AI knowledge bases, or generative AI assistants) to help find information and draft customer responses, with a willingness to learn and follow company guidelines 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: $18/hr during training; $21/hr upon successful completion of licensing and training 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.

• Ensure timely and accurate completion of state regulatory surplus lines submissions within the InsCipher system • Reconcile surplus filing data batches, payments, and invoices to ensure accuracy and compliance • Prepare, verify, and review required documentation for submission • Assist with internal and external surplus lines audits by verifying transactions, filings, and related records • Independently research, investigate, and resolve issues that arise during filing, reconciliation, or payment processes • Manage multiple priorities efficiently while maintaining accuracy and responsiveness in a high-volume workflow • Collaborate effectively within a team environment and support team objectives and deadlines • Adapt to internal workflow or process changes and provide feedback to improve efficiency • Remain open to coaching, continuously developing new skills, and applying constructive feedback • Required to perform other duties as requested, directed, or assigned

Role Description We are seeking a skilled and resourceful Senior Administrative Assistant to join our team. Reporting to the Administrative Assistant Team Lead, this role provides advanced administrative and clerical support to Account Managers, Brokers, and departmental operations. Beyond routine tasks, you will leverage your expertise and experience to mentor peers, support training initiatives, contribute to special projects, and help identify and implement process improvements that strengthen team efficiency and effectiveness. - Mentor peers, assist with onboarding and training initiatives, and serve as a resource to strengthen team knowledge and performance - Contribute to special projects and lead efforts to identify and implement process improvements that increase efficiency and effectiveness across the team - Prepare, review, and distribute essential insurance documents such as quotes, finance agreements, Accord applications, bind requests, invoices, and state affidavits - Perform policy checks, renewal notifications, and loss run requests to maintain program accuracy and compliance - Accurately document and track all transactions in AMS and other Veracity systems, ensuring transparency, data integrity, and regulatory compliance - Support audits and document reviews by verifying transactions and assisting with internal and external surplus lines requirements - Partner with Sales teams and other departments to deliver responsive service support that enhances client satisfaction and program performance - Manage team and group email inboxes and provide frontline communication support, including phone coverage, to ensure timely and professional responses - Provide reliable backup for administrative functions while upholding confidentiality, professionalism, and a strong customer service orientation - Required to perform other duties as requested, directed, or assigned Qualifications - High school diploma required; Associate’s or Bachelor’s degree in Business, Finance, Accounting, Risk Management, or a related field preferred - 2+ years of insurance or surplus lines industry experience, or a valid Property & Casualty license plus 12+ months of CSR or administrative support experience; must be able to obtain and maintain a Property & Casualty license - Strong knowledge of insurance administrative processes, AMS operations, and related compliance requirements - Proficiency in Microsoft Office (Word, Excel, Outlook), email platforms, and document management systems, with the ability to adapt to new technologies - Excellent organizational and time-management skills, with proven ability to prioritize, meet deadlines, and maintain accuracy in fast-paced environments - Clear and professional communicator with strong interpersonal, customer service, and relationship-building skills - Demonstrated problem-solving and analytical abilities, with experience supporting process improvements, audits, and workflow optimization - Collaborative team contributor with mentoring and training capabilities, a high level of integrity, and accountability for results 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 Compensation Range: $25/hr - $27/hr Equal Opportunity Employer 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.

• Obtain and maintain a Property & Casualty (P&C) insurance license • Manage Assistant and group email inboxes promptly and accurately, ensuring timely responses and proper task routing • Provide phone coverage and frontline communication support for the organization • Prepare and distribute quotes, finance agreements, ACORD applications, bind requests, invoices, and state affidavits • Conduct policy checks, renewal notifications, and request loss runs • Ensure proper documentation is prepared, received, reviewed, and submitted accurately and in compliance with surplus lines requirements • Document and maintain transparency of all transactions within AMS and other company systems • Assist in internal and external surplus lines audits by verifying transactions, documentation, and regulatory compliance • Apply strong working knowledge of insurance administrative processes and AMS operations to ensure consistent accuracy and efficiency • Identify, own, and resolve administrative or documentation issues proactively, escalating appropriately when necessary • Manage evolving priorities and shifting deadlines independently while maintaining high levels of accuracy and responsiveness • Support onboarding, training, and mentorship of new or junior administrative team members as needed • Utilize AI-enabled tools and internal systems to improve efficiency, accuracy, and workflow organization where appropriate • Support Sales teams with service-related items and administrative needs • Provide backup support for administrative duties, including mail handling and general office coordination • Handle sensitive client and financial information with discretion, professionalism, and strict confidentiality • Contribute to process improvement initiatives and cross-functional projects as assigned • Maintain regular and timely attendance • Required to perform other duties as requested, directed, or assigned

• Lead, coach, and develop a high-performing team of SEO Specialists • Set clear expectations, quality standards, workflows, and growth paths across the team • Own SEO strategy across Veracity brands and products, including technical SEO, on-page SEO, off-page SEO, reporting, governance, and emerging AI search visibility opportunities • Build repeatable plays, SOPs, QA standards, and prioritization frameworks that improve consistency, speed, and output quality • Guide dashboards and reporting that connect SEO performance to meaningful business outcomes • Evaluate and implement AI-assisted workflows and automations that improve execution without sacrificing judgment, accuracy, or stakeholder trust • Partner cross-functionally to improve site health, search visibility, landing page performance, and conversion opportunities.

• Provide technical support to internal users by managing support requests and responding to live chat inquiries while meeting SLA expectations • Troubleshoot application, product, API, and configuration issues, identify root causes, and independently resolve or escalate as needed • Manage backend system configurations, product settings, and release-related updates to support business and operational needs • Coordinate platform and vendor releases, validate changes, and support issue resolution related to system updates and production stability • Manage and prioritize incoming maintenance tickets, ensuring accurate tracking, documentation, and timely resolution • Partner with stakeholders and Product teams to gather issue details, clarify requirements, and communicate status, impacts, and resolution timelines • Collaborate with internal teams and third-party vendors to investigate and resolve system issues across connected platforms • Monitor ticket trends to identify recurring technical issues and recommend preventative maintenance or system improvements • Escalate complex or unresolved issues to appropriate teams in a timely manner, providing clear documentation and context • Maintain accurate system documentation and support ongoing improvements to configuration quality, support processes, and platform reliability