Account Manager
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Job Description
Account Manager at InsCipher building relationships with clients and supporting Filing Services. Drive workflow adoption and resolve filing-related issues for continued client satisfaction.
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
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
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