Surplus Lines Coordinator

Veracity Insurance Solutions; Pleasant Grove (UT); On-site; USD 54,000 - 60,000; Full time

Benefits offered by this job

Health plans

Dental plans

Vision plans

PTO 4 weeks

Holidays 10 + 2 floating

401K with employer match

Personal assistance programs

Job summary

Veracity Insurance Solutions in Pleasant Grove, Utah, is seeking a meticulous Surplus Lines Coordinator to bridge client needs with Filing Services, Implementation, and Support teams. You will manage license updates, state credentialing, and portal configurations to keep implementations on track and compliant.

Ideal candidates have a bachelor’s degree in a related field and 1+ year in insurance, with strong communication and documentation skills to support scalable processes and proactive client

Qualifications

• 1+ years of experience in the insurance or surplus lines industry.
• 2+ years of direct customer service experience.
• Ability to create and maintain clear process documentation and SOPs.
• Strong written and verbal communication skills.

Responsibilities

• Coordinate and process client license updates and entity changes.
• Assess licensing changes for state reporting and update the tax filing portal.
• Guide clients through entity transitions in the InsCipher Connect portal.
• Assist with obtaining state login credentials for newly licensed individuals and entities.
• Conduct proactive outreach to collect required state information and communicate changes.
• Develop and maintain SOPs and process standards to support scalable operations.

Skills

Customer service

Multitasking

Documentation

Communication skills

Organizational skills

Education

Bachelor's degree in Accounting/Business/Finance or related field

Tools

Intercom

Job description

Surplus Lines Coordinator

Veracity Insurance Solutions Pleasant Grove, Utah, United States

About this position

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 role serves as a critical bridge between clients and InsCipher's Filing Services, Implementation, and Support teams. You'll be responsible for ensuring licensing updates, state credential management, and portal configurations are handled accurately and efficiently – reducing implementation delays, resolving client requests quickly, and freeing up higher-level team members to focus on strategic work.

Success in this role means clients receive proactive guidance and timely communication throughout their implementation and filing experience, internal teams spend less time troubleshooting licensing and portal issues, and our processes and documentation are strong enough to support the organization as we scale.

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 proactive client outreach to collect required state information, communicate upcoming requirement changes, and provide guidance before issues arise
• Update client profiles in response to system releases, including e-filing updates and portal enhancements
• Develop, maintain, and improve documentation, SOPs, and process standards that support organized project tracking, process consistency, and the organization's ability to scale Filing Services and Implementation efforts without sacrificing accuracy or compliance
• 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 and collaborate cross-functionally with Filing, Implementation, and Support teams to resolve licensing and portal issues efficiently – reducing escalations and freeing higher-level team members to focus on strategic work
• 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
• Demonstrated ability to manage multiple concurrent tasks and priorities effectively across a high-volume workload
• Ability to create and maintain clear process documentation and SOPs
• Strong organizational skills and attention to detail
• Strong written and verbal communication skills
• 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: $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.

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