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 detail-oriented and proactive Insurance Billing and Processing Specialist to join our team. This role is responsible for executing high-volume billing, policy processing, and agency accounting support activities, ensuring accuracy, timeliness, and compliance across all transactions. 

The Insurance Billing and Processing Specialist plays a critical role in supporting policy binding, invoicing, financial reconciliation, and agency billing workflows. This position requires strong attention to detail, independent execution, and the ability to manage competing priorities while maintaining a high level of accuracy and service. 
 

Key Responsibilities 

• Prepare and distribute finance agreements, bind requests, invoices, and state affidavits 
• Conduct policy checks and renewal notifications to ensure accuracy and completeness 
• Ensure all required documentation is prepared, received, reviewed, and submitted accurately 
• Document and maintain transparency of all transactions within AMS and related systems 
• Process high-volume invoicing with precision and efficiency across agency billing workflows 
• Create accounts receivable statements and reports using multiple data sources 
• Apply incoming payments to customer, broker, and internal accounts 
• Process chargebacks, research discrepancies, and document or cancel related policies 
• Investigate, track, and resolve accounting discrepancies and payment issues 
• Create and distribute intents, notices of cancellation, and write-offs on a regular cadence 
• Submit outstanding balances to collections and maintain accurate tracking 
• Issue agency billing refunds and reconcile financial payments in accordance with company policy 
• Verify financial details on finance agreements and submit to contract processors 
• Review and support remittance of carrier payables as needed 
• Perform Capital Premium Finance reconciliations and support monthly financial processes 
• Maintain and process incoming accounting-related communications and email requests 
• Assist with internal and external surplus lines audits by verifying transactions and documentation 
• Support Sales teams with service-related items as needed 
• Provide backup support for administrative duties, including mail handling and general office coordination 
• Maintain confidentiality, professionalism, and a strong customer service orientation at all times 
• Manage multiple priorities independently while maintaining accuracy and meeting deadlines 
• Required to perform other duties as requested, directed, or assigned 

Requirements and Qualifications 

• Bachelor’s degree in Accounting or equivalent professional experience preferred 
• 2+ years of experience in accounting, insurance accounting, or related financial operations 
• Experience in insurance agency accounting, billing, or financial services preferred 
• Familiarity with agency billing, collections, and reconciliation processes 
• Strong attention to detail with a high level of accuracy in financial and administrative work 
• Proven ability to manage multiple priorities independently in a fast-paced environment 
• Strong organizational, time management, and problem-solving skills 
• Proficiency in Microsoft Office Suite, including Word, Excel, and Outlook 
• Experience with AMS systems, VUE, or similar insurance/accounting platforms preferred 
• Strong written and verbal communication skills and ability to collaborate effectively across teams 
• Demonstrated initiative in supporting process improvements and operational efficiency  

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: $21/hr - $24/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.