Account Manager

🕒 il y a 9 jours

⛷️ Utah – Distant

⛷️ Utah – Remote

💵 $70 000 - $83 000 / an

⏰ Temps Plein

🟢 Junior

🟡 Intermédiaire

💰 Responsable de comptes

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InsCipher

Site WebLinkedInTous les Emplois

11 - 50 employés

☁️ SaaS

🤝 B2B

🔌 API

SaaS • B2B • API

InsCipher est une entreprise de logiciels et de services B2B qui simplifie le calcul, le dépôt et le paiement des taxes sur les lignes excédentaires pour les participants de l'industrie de l'assurance. Elle propose une plateforme SaaS certifiée SOC-2 (InsCipher Connect®), des services de dépôt entièrement gérés, et des API pour développeurs (Tax Calculator API, Tax Docs API) afin d'aider les MGA, les courtiers, les agences de détail et les transporteurs à automatiser la conformité fiscale et le reporting à travers les États et territoires des États-Unis.

Description

• 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

🎯 Exigences

• 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

🏖️ Avantages

• 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