Teams at ReSource Pro

Provides customer and operational support for surplus lines tax compliance. Responsibilities include managing client communications, processing tax reports, payments, and filings, coordinating with state regulators, overseeing backend tasks, mentoring team members, resolving escalated issues, and supporting leadership. The role requires accuracy, organization, strong communication, advanced Excel skills, and 1–2 years of surplus lines tax filing experience.

Provides front-line customer support for insurance compliance clients through phone, email, and chat. Processes regulatory compliance, licensing, client intake, and sales-support tasks; gathers and verifies information, updates databases, completes documentation, follows up on outstanding items, and maintains accuracy and deadlines. De-escalates customer concerns, escalates complex issues, collaborates with teammates, and follows established procedures while identifying process improvements.

Processes routine property and casualty insurance tasks using client, carrier, and agency management systems. Responds to customer inquiries, documents work, supports senior specialists and account managers, and collaborates with offshore service teams. Maintains quality, productivity, deadline, and information security standards while following established procedures. Requires a current Property and Casualty license, at least two years of insurance experience, customer service or processing experience, Microsoft Office proficiency, and strong attention to detail.