Account Manager

🔥 0 minutes ago

⛷️ Utah – Remote

⛷️ Utah – Remote

💵 $70k - $83k / year

⏰ Full Time

🟢 Junior

🟡 Mid-level

💰 Account Manager

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InsCipher

WebsiteLinkedInAll Job Openings

11 - 50 employees

☁️ SaaS

🤝 B2B

🔌 API

SaaS • B2B • API

InsCipher is a B2B software and services company that simplifies surplus lines tax calculation, filing, and payment for insurance industry participants. It offers a SOC-2 certified SaaS platform (InsCipher Connect®), fully-managed filing services, and developer APIs (Tax Calculator API, Tax Docs API) to help MGAs, brokers, retail agencies, and carriers automate tax compliance and reporting across U. S. states and territories.

📋 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

🎯 Requirements

• 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

🏖️ 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