Surplus Lines Coordinator
Veracity Insurance Solutions, Pleasant Grove, UT, United States
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 detail‑oriented and client‑focused
Surplus Lines Coordinator
to join our Implementation team. Reporting to the Implementation Team Lead, this remote role is responsible for providing direct client support related to license updates, state credential coordination, portal configuration, and entity transitions as they apply to tax filing services. Success in this role requires strong critical thinking, organizational discipline, and a commitment to delivering a seamless client experience while ensuring accuracy within InsCipher’s tax filing systems.
Key Responsibilities
Coordinate and process client license updates, including terminations, producer or entity additions, default changes, and legal entity transitions
Assess how licensing changes impact state reporting requirements and ensure InsCipher’s proprietary tax filing portal is updated accurately
Guide clients through entity transitions and related system adjustments within the InsCipher Connect tax filing portal
Assist Filing Services clients and internal teams in obtaining state login credentials for newly licensed individuals, entities, or newly launched state portals
Conduct client outreach to collect required state information and provide guidance on state requirement changes
Update client profiles in response to system releases, including e‑filing updates and portal enhancements
Maintain accurate documentation, collateral, and SOPs to support organized project tracking and process continuity
Utilize CRM tools (Intercom) to respond to client inquiries and track communication history
Develop and maintain a strong working knowledge of InsCipher portal functions and workflow logic
Work independently, demonstrate initiative, and collaborate cross‑functionally with Filing, Implementation, and Support teams
Support onboarding and mentorship of future Surplus Lines Coordinators
Required to perform other duties as requested, directed, or assigned
Requirements and Qualifications
Bachelor's degree in Accounting, Business Administration, Finance or related field, or equivalent experience required
1+ years of experience in the insurance or surplus lines industry
2+ years of direct customer service experience
Strong organizational skills and attention to detail
Demonstrated ability to manage multiple tasks and priorities effectively
Proficiency in Microsoft Office Suite
Strong written and verbal communication skills
Working knowledge of project management fundamentals
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 assistant 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: $54k/yr - $60k/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.
#J-18808-Ljbffr
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 detail‑oriented and client‑focused
Surplus Lines Coordinator
to join our Implementation team. Reporting to the Implementation Team Lead, this remote role is responsible for providing direct client support related to license updates, state credential coordination, portal configuration, and entity transitions as they apply to tax filing services. Success in this role requires strong critical thinking, organizational discipline, and a commitment to delivering a seamless client experience while ensuring accuracy within InsCipher’s tax filing systems.
Key Responsibilities
Coordinate and process client license updates, including terminations, producer or entity additions, default changes, and legal entity transitions
Assess how licensing changes impact state reporting requirements and ensure InsCipher’s proprietary tax filing portal is updated accurately
Guide clients through entity transitions and related system adjustments within the InsCipher Connect tax filing portal
Assist Filing Services clients and internal teams in obtaining state login credentials for newly licensed individuals, entities, or newly launched state portals
Conduct client outreach to collect required state information and provide guidance on state requirement changes
Update client profiles in response to system releases, including e‑filing updates and portal enhancements
Maintain accurate documentation, collateral, and SOPs to support organized project tracking and process continuity
Utilize CRM tools (Intercom) to respond to client inquiries and track communication history
Develop and maintain a strong working knowledge of InsCipher portal functions and workflow logic
Work independently, demonstrate initiative, and collaborate cross‑functionally with Filing, Implementation, and Support teams
Support onboarding and mentorship of future Surplus Lines Coordinators
Required to perform other duties as requested, directed, or assigned
Requirements and Qualifications
Bachelor's degree in Accounting, Business Administration, Finance or related field, or equivalent experience required
1+ years of experience in the insurance or surplus lines industry
2+ years of direct customer service experience
Strong organizational skills and attention to detail
Demonstrated ability to manage multiple tasks and priorities effectively
Proficiency in Microsoft Office Suite
Strong written and verbal communication skills
Working knowledge of project management fundamentals
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 assistant 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: $54k/yr - $60k/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.
#J-18808-Ljbffr