Surplus Lines Tax & Compliance Specialist
About The Position
ReSource Pro Compliance is looking for an organized, team-oriented Customer Experience Associate to join their customer service team, specializing in surplus lines. The Customer Experience Associate provides front-line customer service support by processing tasks related to insurance regulatory compliance, client intake, and/or sales support, and responding to customer requests via phone and email. The work completed directly impacts the trust and partnership with the client. All remote positions are based in the United States, and candidates must reside within the U.S. to be eligible for consideration.
Requirements
- High school diploma or equivalent required
- Minimum of 2 years of surplus lines tax filing experience required
- Proficient in Microsoft Office Suite, including Word, Outlook, Access, and advanced Excel skills
- Strong customer service orientation with a passion for problem-solving and delivering exceptional client support
- Excellent written and verbal communication skills, with the ability to effectively communicate with clients and de-escalate concerns professionally
- Collaborative team player with a strong commitment to supporting colleagues and contributing to overall team success
- Highly detail-oriented and process-driven, with a focus on accuracy, organization, and thorough documentation
- Technically proficient with the ability to quickly learn and navigate multiple internal and external systems and platforms
Nice To Haves
- Property & Casualty (P&C) license preferred
Responsibilities
- Manage client communications by responding to emails, inquiries, billing questions, and payment confirmations in a professional and timely manner
- Prepare, process, and distribute surplus lines tax reports, tax payments, and filing confirmations to clients
- Communicate and coordinate regularly with state regulators to ensure compliance with surplus lines requirements and regulations
- Delegate and oversee backend processing tasks while supporting operational efficiency and accuracy
- Train, mentor, and provide day-to-day guidance to team members on workflows, processes, and best practices
- Serve as an escalation point for client and operational issues, including participation in client issue resolution calls
- Provide cross-functional support and backup coverage for leadership team members as needed
- Effectively manage multiple priorities in a fast-paced environment while collaborating with clients, regulators, accounting teams, and internal departments
Benefits
- Generous PTO plan with paid holidays + floating holidays
- 100% paid Employee Healthcare on Day 1
- Eligible for all medical, dental, and vision benefits on Day 1
- 401k with employer match, vested on Day 1
- Opportunity to work for a growing, global organization.
- Ability to engage with clients and internal partners to make an impact.
- Organization-wide focus on growth and development
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What This Job Offers
Job Type
Full-time
Career Level
Mid Level
Education Level
High school or GED
