Account Manager

🕒 Ontem

⛷️ Utah – Remoto

⛷️ Utah – Remote

💵 $70.000 - $83.000 / ano

⏰ Tempo Integral

🟢 Júnior

🟡 Pleno

💰 Gerente de Contas

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InsCipher

SiteLinkedInTodas as Vagas

11 - 50 funcionários

☁️ SaaS

🤝 B2B

🔌 API

SaaS • B2B • API

A InsCipher é uma empresa de software e serviços B2B que simplifica o cálculo, arquivamento e pagamento de impostos de linhas excedentes para participantes da indústria de seguros. Ela oferece uma plataforma SaaS certificada pelo SOC-2 (InsCipher Connect®), serviços de arquivamento totalmente gerenciados e APIs para desenvolvedores (Tax Calculator API, Tax Docs API) para ajudar MGAs, corretores, agências de varejo e seguradoras a automatizarem a conformidade e o reporte fiscal em estados e territórios dos EUA.

Descrição

• Support a designated portfolio of external partners across various revenue tiers • Act as a bridge between external partners and internal Filing Services operations to ensure timely, accurate, and coordinated filing support • Assist Customer Success Managers with filing-related escalations and ensure issues are resolved within defined SLA commitments • Maintain recurring partner touchpoints based on account tier, health, and service needs, including participation in client conversations as appropriate • Identify and escalate at-risk accounts that demonstrate repeated filing errors, high volumes of late filings, or poor responsiveness • Drive adoption across eligible accounts, including batch filing usage, e-filing setup completion, filing workflow adherence, and relevant product feature usage • Research filing, reporting, and payment-related issues, perform root cause analysis, and support corrective actions in partnership with CSMs • Run reports and analyze filing data to identify trends, behaviors, and opportunities for improvement • Collaborate with internal teams to support overall customer health and ensure timely resolution of client issues • Required to perform other duties as requested, directed, or assigned

🎯 Requisitos

• Bachelor’s degree preferred • 2+ years of client-facing or customer service experience • 1+ years of experience in the insurance industry preferred • Proficiency in Microsoft Office Suite (Word, Excel, Outlook) • Impeccable attention to detail with excellent written and verbal communication skills • Precise organizational and time management skills • Strong analytical skills with the ability to interpret data and identify trends • Demonstrated ownership of client outcomes within role scope, with the ability to proactively identify and resolve issues • Ability to operate with urgency and sound judgment in time-sensitive situations • Ability to collaborate effectively across teams while balancing customer advocacy and operational execution

🏖️ Benefícios

• 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