Filing Services Team Lead

InsCipher; Pleasant Grove (UT); Remote; USD 68,000 - 80,000; Full time

Job summary

Join a dynamic team at a forward-thinking company as a Filing Services Team Lead, where you'll oversee a talented group focused on delivering exceptional service and compliance solutions. This role offers the chance to lead projects, train new team members, and ensure timely and accurate filings while fostering a culture of accountability and excellence. With a commitment to innovation and a supportive work environment, you'll thrive in a position that not only values your contributions but also encourages personal growth and professional development. If you're ready to make a real impact, this opportunity is for you.

Benefits

Health, dental, and vision plans

4 weeks Paid Time Off

9 Paid Company Holidays

401K Programs with employer match

Personal assistant programs

Qualifications

• Experience in the insurance industry is a plus.
• Proven ability to lead and manage teams effectively.

Responsibilities

• Supervise filing team and manage project execution.
• Provide excellent customer service and maintain positive relationships.

Skills

Customer Service Skills

Leadership Skills

Project Management

Critical Thinking

Compliance Knowledge

Education

Associate or Bachelor's Degree

Tools

Excel

Job description

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 looking for a talented, detail-oriented Filing Services Team Lead (Remote) to join our team. Under the direction of the Surplus Lines Manager this role will be responsible for supervising a filing team in addition to project execution, state reporting, and client support. Must be vigilant, organized and not afraid to keep people accountable for their schedules, due dates and work performance. Success in this role will require a mixture of critical thinking, and deep customer focus. This role is not limited to the below description.

Key Responsibilities

• Demonstrate ability to manage multiple priorities in a high-volume position, deliver timely and accurate work products with customer service focus and respond with a sense of urgency as required
• Work independently, take initiative, and work with little supervision
• Maintain regular and timely attendance
• Train new Filing team members to file in appropriate states. Assist with the creation and maintenance of training and reference materials, including developing and refining SOP’s
• Assist in the research and maintenance of compliance requirements for each state and jurisdiction
• Provide excellent customer service by building and maintaining positive relationships with states and clients
• Handle escalations by de-escalating the interaction, resolving the issue at hand, and identifying feedback for the client, state or filing admin
• Manage inboxes daily and assign applicable tasks to employees, as needed
• Monitor the team’s filings, reports and transactions for accurate and timely completion; manage prioritization of projects and enforce best processes
• Complete reports, including reconciliation of filings in the InsCipher Connect portal, as needed
• Assist with details and documentation for state audits
• Lead team meetings and keep the team aligned on key priorities
• Maintains strong working knowledge of company products and services, and offers technical support and information to team members
• Support the Leadership team in fulfillment of ad hoc requests, as needed
• Assist with the coordination and execution of project plan activities, including setting up meetings, tasks, documents, organizing project information, following up on action items and assignments, and providing assistance to the project team(s) as needed
• Anticipate stakeholder needs, and develop and discuss potential solutions, even before the stakeholder realizes they are required
• Comply with all InsCipher company defined policies and procedures and develop strategies to promote team member adherence to company regulations and performance goals
• Other duties as assigned
  
  

Supervisory Responsibilities

• Organizes and oversees employee schedules, workload, flow and reports
• Conducts regular 1:1s & performance evaluations that are timely and constructive
• Handle discipline of employees as needed and in accordance with company policy
• Set standards of performance by creating levels of accountability
• Oversees work quality and verifies satisfactory meeting of company and regulation standards
• Keeping leadership informed and aware of issues or potential issues
• Coordinates with human resources to respond to employee concerns or complaints
• Monitor productivity while ensuring team is focused and on track
• Coach, praise and reinforce expectations
• Strong Management and leadership skills
  
  

Requirements And Qualifications

• Associate or bachelor’s Degree Preferred
• Insurance industry experience & certifications a plus
• Proven ability to lead others
• Intermediate Excel& technical competency
• Knowledge of Surplus Lines reporting & tax payments in multiple jurisdictions
• Requires excellent customer service skills
  
  

Perks

• Health, dental, and vision plans
• Amazing work-life balance with 4 weeks of Paid Time Off
• 9 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: $68k/yr - $80k/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.

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