Veracity Insurance Solutions, LLC

• Oversee, mentor, and develop the Retail account manager teams, fostering a high-performance culture focused on accountability, collaboration, and continuous improvement • Provide consistent coaching and feedback to optimize team performance, reinforce achievements, and address areas for improvement – leading the development and execution of best practices in sales methodologies, processes, and customer engagement • Develop and execute strategic plans for the Retail LOB, aligning with organizational revenue goals and operational objectives – including actionable insights, business cases for new opportunities, and strategic input into product planning and go-to-market strategies • Set clear performance expectations, monitor team performance, and implement training or coaching programs to enhance skills and productivity – tracking success against KPIs measured quarterly and annually • Lead the Retail LOB through process improvements, technology integrations, and organizational changes, ensuring team adoption and alignment while leveraging data analytics to identify trends and inform decision-making • Collaborate with Marketing for demand generation and customer campaigns, CRM Systems Administration for tool optimization, Program and Product Managers for market alignment, and Underwriters for risk assessment and product development • Identify inefficiencies in sales and account management workflows and implement solutions to streamline operations and enhance the customer experience • Serve as an advocate for your team by partnering with data, systems, programs, underwriting, and learning development teams to build cases for continued education, streamlined workflows, and accurate data tracking that drives team success • Leverage CRM data and analytics to identify trends, forecast performance, and drive informed strategic decisions – maintaining or improving NPS and other customer satisfaction metrics for Retail LOB clients • Act as the primary point of contact for internal teams, ensuring seamless communication and alignment on Retail LOB objectives and cross-functional initiatives • Required to perform other duties as requested, directed, or assigned

• Define the AI engineering roadmap and architecture standards across the organization • Lead build vs. buy vs. integrate decision-making for AI systems and platforms • Architect AI solutions for the enterprise platform • Design systems for scale, reliability, and cost-efficiency in production environments • Establish LLMOps practices • Partner closely with Product and Engineering leadership to align AI capabilities with business outcomes • Champion and introduce AI-assisted coding practices and developer tooling across the engineering organization

• Define coverage standards and market approach for each class of business within your product family • Serve as the final technical reference for complex risk placement, carrier selection, and coverage questions across the retail channel • Identify coverage gaps and completion needs across our customer base and develop strategies to address them • Review product materials, agent-facing content, and marketing collateral for regulatory accuracy and E&O exposure before distribution • Monitor changes in carrier guidelines and market standards that affect your product family and ensure distribution practices remain compliant • Serve as the internal compliance voice for your product family in cross-functional conversations • Serve as the primary on-demand technical resource for the agent channel – the person agents reach when a risk is unfamiliar or a placement is complex • Develop training programs, proficiency benchmarks, and reference tools that elevate agent performance across your product family • Build the knowledge frameworks that our AI and technology team will use to create scalable agent support tools • Work alongside our marketing team to develop accurate, compelling product content and campaign strategy for each class of business in your family • Partner with program managers on new product launches, capacity negotiations, and carrier relationship management within your product family • Serve as the insurance voice in cross-functional planning conversations, ensuring technical accuracy across product development, marketing, and distribution • Work directly with our AI and automation team to translate your expertise into scalable technology solutions, workflow automations, intelligent lead routing, and agent support tools • Serve as the technical knowledge source that our systems team builds on top of, ensuring the intelligence we encode is accurate and commercially sound • Required to perform other duties as requested, directed, or assigned

• Establish and reinforce sales expectations, KPIs, accountability standards, and performance goals across both the Producer and Account Management teams • Review pipelines, close ratios, lead response times, conversion rates, revenue performance, and related operational metrics to identify opportunities for improvement • Coach Producers on consultative selling, objection handling, discovery conversations, and value-based selling – and coach Account Managers on retention, coverage accuracy, client relationship management, and account rounding • Provide technical guidance on commercial insurance coverages, underwriting requirements, policy structures, and market placement considerations across both teams • Clearly explain coverage concepts to Producers, Account Managers, and customers as needed, and identify coverage gaps with coaching on how to address them appropriately • Review submissions for completeness, accuracy, and marketability • Support team members in complex client-facing conversations and insurance-related discussions • Maintain expertise in admitted and non-admitted insurance markets and support market placement discussions as needed • Monitor team performance and drive improvement through coaching, process refinement, training, and skill development initiatives • Build and maintain a coaching-oriented culture focused on accountability, performance, and continuous improvement across both functions • Use observations and performance data to identify coaching needs, behavior trends, skill gaps, and opportunities for additional support or accountability • Partner with leadership to identify operational challenges, training opportunities, and performance improvement initiatives • Required to perform other duties as requested, directed, or assigned

• Serve as the primary point of contact for assigned clients, ensuring a smooth transition from the sales process through onboarding, policy servicing, and renewal • Communicate policy details, coverage expectations, service processes, and business relationship expectations throughout the policy term • Build and maintain strong client relationships by providing proactive support and ongoing account management • Respond to client inquiries, answer coverage questions, process endorsements, and assist with claims, audit, and inspection-related inquiries • Manage client accounts throughout the policy term by processing policy adjustments and resolving issues in a timely manner • Coordinate with underwriters, carriers, and internal teams to resolve policy and account issues while ensuring a consistent client experience • Monitor upcoming renewals and proactively engage clients to review coverage needs and changes in their business operations • Conduct consultative renewal reviews and recommend coverage adjustments that support retention and client satisfaction • Identify opportunities to cross-sell bundled or complementary insurance products based on client needs and business objectives • Introduce additional insurance solutions that align with client growth and evolving coverage requirements • Maintain accurate and up-to-date client records in HubSpot, AMS, and other applicable systems, including interactions, policy updates, and referral information • Ensure data integrity and timely documentation to support reporting, account visibility, and business decision-making • Generate referrals by delivering exceptional service and cultivating strong client relationships • Partner with sales, underwriting, carrier, and customer service teams to support client needs and facilitate issue resolution • Maintain knowledge of commercial insurance products, carrier underwriting guidelines, and industry best practices • Participate in carrier training, product education, and Learning & Development initiatives to maintain technical proficiency and compliance • Adhere to licensing requirements, operating procedures, and company standards for account management, customer engagement, CRM usage, and policy servicing. • Required to perform other duties as requested, directed, or assigned

• Own end-to-end administration of the Atlassian Cloud stack – Jira Cloud (Software, Service Management, Work Management), Confluence Cloud, Atlassian Guard/Access, and connected marketplace apps – across a Cloud-only environment • Configure and maintain projects, boards, issue types, workflows, screens, custom fields, components, versions, and notification, permission, and security schemes within Jira Cloud • Manage user provisioning, groups, roles, product access, SSO/SCIM, and license allocation across the Atlassian Cloud organization • Maintain Confluence Cloud spaces, templates, page hierarchies, permissions, and space governance to support knowledge management at scale • Oversee Jira Service Management Cloud queues, request types, SLAs, customer portals, and approval flows to support internal and customer-facing service operations • Design, build, and maintain Jira Cloud Automation rules, Confluence Cloud automations, and cross-product workflows that reduce manual updates and handoffs – tracking quarterly reductions in manual effort as a core measure of impact • Build and maintain integrations between Atlassian Cloud and other business systems (Slack, Microsoft Teams, Office 365, Google Workspace, GitHub, DocuSign, Salesforce, and HRIS/ITSM tools) using native Cloud connectors, REST APIs, webhooks, and low-code platforms such as Zapier, Workato, or n8n • Evaluate, install, configure, and govern Atlassian Marketplace Cloud apps – managing app lifecycle, security review, and renewals across the stack • Design and maintain dashboards, JQL-based filters, and reporting that give teams and leadership real-time visibility into priorities, workload, risks, and blockers – without manual reporting overhead • Partner with departments to map current workflows, identify bottlenecks, and design repeatable Jira and Confluence processes – establishing standard operating rhythms and onboarding new teams quickly using approved templates and configurations • Ensure the Atlassian Cloud environment adheres to security, compliance, and data governance standards – enforcing RBAC, SSO/MFA via Atlassian Guard, SCIM provisioning, audit logging, data residency, and vendor risk controls (SOC 2, DPAs) • Serve as an escalation point for platform risks, cross-system issues, and incidents – ensuring corrective actions and prevention plans are documented and implemented • Develop and maintain documentation, SOPs, configuration baselines, change logs, and best-practice guides across the Atlassian Cloud platform • Drive adoption, reduce shadow tooling, and improve operational maturity across the organization – with success measured by consistent platform usage, reduced reliance on spreadsheets and duplicate tools, and improved cycle times for priority workflows

• Own, administer, and maintain the NetSuite ERP platform across active modules, ensuring platform stability, security, and operational effectiveness • Administer and govern supporting accounting and finance platforms (e.g., Ramp, Datarails, and future systems) • Configure and manage custom records, fields, forms, workflows, saved searches, dashboards, roles, and permissions within NetSuite • Manage sandbox and production environments, deployments, release cycles, and platform governance standards • Support and oversee SuiteScript customizations, workflows, and automation initiatives in alignment with NetSuite best practices • Design and maintain integrations between NetSuite and supporting finance systems, ensuring data flows are reliable, auditable, and properly reconciled • Operate as an internal consultant to Accounting, FP&A, Operations, and Technology leadership • Coordinate with third-party vendors and implementation partners on enhancements, integrations, and ERP projects • Manage support tickets, escalations, and vendor relationships for all systems under this role's ownership • Ensure compliance with security, access control, audit, retention, and governance standards • Support reporting, dashboards, and financial visibility tools within NetSuite and related platforms • Drive training, onboarding, and user adoption across the finance systems stack

• 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