The Role
Provide front-line phone and email support for surplus lines tax compliance: prepare and process tax reports and payments, coordinate with state regulators, manage client communications, oversee backend processing, mentor team members, handle escalations, and collaborate with clients and internal teams to ensure accurate, timely filings.
Summary Generated by Built In
Does working as part of a close-knit, friendly team inspire you? Do you find enjoyment in helping customers with their needs over the phone?
Come Join ReSource Pro!
Come Join ReSource Pro!
ReSource Pro Compliance, is looking for an organized, team-oriented Customer Experience Specialist to join our customer service team (surplus lines).
Your role...
The Surplus Lines Tax & Compliance Specialist provides front-line customer service support to ReSource Pro Compliance customers by processing tasks related to insurance regulatory compliance, client intake and/or sales support, responding to customer requests over phone and email. Work completed directly impacts trust and partnership with the client.
We hire the best because our service is only as good as the people delivering it. We’re committed to hiring individuals who engage in our amazing culture and embrace our Core Values: Commitment to Community, Teamwork, Passion for Excellence, Service-Centric, and Best Self.
All remote positions are based in the United States, and candidates must reside within the U.S. to be eligible for consideration.
In This Role, You Will...
- 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
- 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
Our salary ranges are based on paying competitively for our size and industry, and are one part of the total compensation package that also includes annual bonus eligibility, benefits, and other opportunities at ReSource Pro. Individual pay decisions are based on a number of factors, including qualifications for the role, experience level, skillset, geography, and balancing internal equity relative to other ReSource Pro employees. The salary range for this role is $19.63 - $33.13 per hour. The salary range may vary based on the specific geographic location in which the candidate resides.
Your Interview Process…
To be considered for this position, please submit your application. If you meet the qualifications for the role, a member of our Talent Acquisition team will be in touch to schedule an interview via Zoom.
The standard interview process includes:
- Behavioral Interview with Talent Acquisition
- Online talent assessment
- Hiring Manager Interview
Disclosure: Candidates are evaluated at each step of the process. As a result, not every candidate will complete all steps in the process.
Your Benefits & Perks...
- 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
Skills Required
- High school diploma or equivalent
- Minimum of 2 years of surplus lines tax filing experience
- Proficient in Microsoft Office Suite (Word, Outlook, Access) and advanced Excel skills
- Property & Casualty (P&C) license
- Strong customer service orientation and problem-solving skills
- Excellent written and verbal communication and de-escalation skills
- Highly detail-oriented, process-driven, and organized with thorough documentation skills
- Ability to train, mentor, and provide day-to-day guidance to team members
- Technically proficient with ability to quickly learn and navigate multiple internal and external systems
- Must reside within the United States
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The Company
What We Do
ReSource Pro brings to the insurance industry tools, technology and strategic services that enable profitable growth through operations excellence. Headquartered in New York, ReSource Pro’s global service centers address client operational needs around the clock. Recognized as an industry thought leader and listed as one of Inc. 500/5000 Fastest Growing Private Companies annually since 2009, the company is renowned for its focus on innovation, service excellence and trusted partnerships, and its unique productivity platform for insurance operations. Over 5,000 ReSource Pro employees provide dedicated support to nearly 300 insurance organizations, consistently achieving a +95% client retention rate for over a decade.
