Customer Experience Associate, Compliance (Hybrid - Vincennes, IN)

ReSource Pro Growth Solutions; Vincennes (IN); On-site; USD 20,000 - 29,000; Full time

Benefits offered by this job

Health insurance on Day 1

Remote stipend eligible

401k with employer match

HSA/FSA available

Disability insurance

Job summary

ReSource Pro is seeking a Customer Experience Associate, Compliance, to provide front-line customer service by handling inquiries related to insurance regulatory compliance, licensing, and client intake. This remote role offers competitive pay and benefits.

You will work on client-facing tasks, document actions, and ensure timely, accurate processing while collaborating with teammates to improve processes and customer outcomes.

Qualifications

• High School diploma or equivalent is required.
• 1–2 years of customer service or administrative experience.
• Proficient with Microsoft Office applications.
• Excellent written and verbal communication skills.

Responsibilities

• Handle customer inquiries via phone, email, and chat and complete tasks.
• Provide exceptional customer service and de-escalate issues.
• Follow established procedures to complete compliance and intake tasks.
• Maintain accurate records in internal systems and assist with data updates.
• Collaborate with team members to meet client needs and improve processes.

Skills

Customer service

Administrative experience

Microsoft Office proficiency

Written communication

Verbal communication

Education

High School diploma or equivalent

Tools

Word

Outlook

Excel

PowerPoint

Access

Job description

Come Join ReSource Pro!

ReSource Pro is looking for a Customer Experience Associate, Compliance, who provides front-line customer service support to Compliance customers by processing tasks related to insurance regulatory compliance, licensing, client intake and/or sales support, and responding to customer requests over phone and email. Work completed directly impacts trust and partnership with the client.

Your Role...

Client Support

Receives and handles customer inquiries via inbound/outbound phone calls, email, and/or chat. Answers questions professionally and assists customers by completing a task or process for them.

Provides exceptional customer service to customers.

De-escalates frustrated customer situations and finds solutions to provide an exceptional customer experience.

Operational Support & Process Execution

Follows established processes and procedures to complete routine regulatory compliance, client intake and/or sales support tasks in a timely manner on behalf of the client. This may include gathering and verifying client information, inputting information into a variety of Compliance and/or State web-based systems and forms, and completing related reports.

Accomplishes work in accordance with established procedures (call/email handle times, etc.) and tracks work and activities in established databases.

Maintains accurate records in internal systems. Supports database updates.

Assists with follow-ups on outstanding items. Supports team workload as assigned.

Ensures all deadlines are met with accuracy. Maintains organized documentation.

Escalates problems to senior team member or supervisor, lead, or management and takes initiative to find solutions.

Teamwork and Collaboration

Collaborates with co-workers and supervisors to meet client needs and contribute to achievement of internal team goals.

Looks for opportunities to improve processes to better support clients and build knowledge and expertise in insurance regulatory compliance.

Fosters a respectful and collaborative environment by upholding professionalism and engaging in constructive and respectful conversations.

Supports a positive workplace culture by promoting open, solution-oriented communication, encouraging teamwork, and maintaining a focus on shared goals and productivity.

What You Need to be Successful…

• High School diploma or equivalent
• 1-2 years of customer service or administrative experience required
• Microsoft Office proficiency: Word, Outlook, Excel, PowerPoint, and Access
• Excellent written and verbal communication skills
• Ability to address complaints and issues with effective solutions and a positive attitude
• Excellent time-management and prioritization skills
• Behavioral/Technical Skills; Competencies

Customer-centric, enjoys providing a service and solving customer problems

Strong written and verbal communication skills, able to convey information to clients and effectively de-escalate customer frustrations

Team player committed to supporting other team members

Process-focused and detail-oriented, committed to accurate documentation

Your Compensation…

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 the balancing of internal equity relative to other ReSource Pro employees. This is a remote position, and the salary range for most locations for this role is $18.00 per hour. The salary range may vary based on experience and on the specific geographic location in which the candidate resides.

Your Benefits & Perks…

• 100% paid employee health insurance available on Day 1
• Eligible for all medical, dental, and vision benefits on Day 1
• Remote positions are Internet stipend-eligible
• 401k with employer match, vested on Day 1
• HSA/FSA available
• Long-term and short-term disability employer‑provided
• Generous PTO plan with paid holidays + floating holidays
• Development and growth opportunities
• Comprehensive wellness program and prioritization of employee health

Your Interview Process…

• Behavioral interview with Talent Acquisition
• Online talent assessment (if applicable)
• Hiring Manager interview

*Additional interview steps may be added depending on the position or if further evaluation is needed.

Disclosure: Candidates are evaluated at each step of the process. As a result, not every candidate will complete all steps in the process.

About ReSource Pro:

Focused exclusively on the insurance industry, ReSource Pro is a trusted strategic operations partner to insurance organizations seeking to increase their productivity and profitability. With a global team of more than 10,000 employees, ReSource Pro operates at the critical intersection of people, process, technology, and data to serve more than 1,800 clients across the carrier, broker, and MGA segments, consistently earning a +96% client retention rate for over a decade. It offers expert advisory services, proven business process management optimization, and transformative data and technology solutions. For the 15th time since 2009, it was recognized in 2024 by Inc. 5000 as one of the fastest-growing companies in the US.

About ReSource Pro:

Focused exclusively on the insurance industry, ReSource Pro is the trusted partner insurance organizations rely on to optimize performance, streamline operations and process engineering, and drive growth. Serving 2