Account Manager in Pleasant Grove, Utah at Veracity Insurance Solutions

At InsCipher, our commitment to our customers is what drives us.

Ours is a culture of innovation and progress. We are a creative team of doers constantly striving to develop value-driven products and services for our customers.

Our ultimate goal is to become the trusted authority and leading partner for state departments of insurance, surplus lines associations, and brokers nationwide. We’re achieving that goal by enhancing every facet of our customers reporting and tax filings through education and innovative, streamlined compliance solutions.

We’re growing fast and want you to be a part of it!

We’re seeking a client-focused and analytical Account Manager to join our Filing Services team. Reporting to the Customer Success Manager (CSM) Team Lead this remote role collaborates closely with Customer Success Managers (CSMs) to build and maintain relationships with clients following go-live and throughout the remainder of the client lifecycle.

This role focuses on supporting Filing Services clients by improving data accuracy, driving workflow adoption, and facilitating the timely resolution of filing-related issues and questions. Success requires strong communication skills, effective time management, and the ability to collaborate across departments to support client retention and satisfaction.

The Account Manager also plays a key analytical role by running reports, interpreting filing data, and identifying trends in client behavior. They support root cause analysis of filing, reporting, and payment-related issues, and partner with CSMs on corrective actions and client wellness plans to drive continuous improvement. Success is measured by key performance metrics centered on client retention and satisfaction.

Key Responsibilities

• 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

• 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

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 InsCipher?

At InsCipher, you'll join a team of disruptors, innovators, and forward-thinkers. We're not just changing the game; we're creating a new one. We offer a dynamic, inclusive work environment where your ideas are valued, and your contributions lead to real change. With us, you'll have the opportunity to:

• Work on cutting-edge projects that are reshaping an industry
• Collaborate with a team of passionate, like-minded professionals
• Enjoy a culture that values flexibility, innovation, and personal growth
  
  

Compensation Range: $70k/yr - $83k/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.