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
Requirements and Qualifications
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.