Customer Onboarding Analyst, Compliance ( Hybrid - Vincennes, IN)

ReSource Pro Growth Solutions; Vincennes (IN); Hybrid; USD 28,000 - 29,000; Full time

Benefits offered by this job

Generous PTO

Healthcare on Day 1

Medical, dental, and vision benefits

401k with employer match

Growth and development

Client interaction opportunities

Job summary

ReSource Pro Compliance is seeking a Customer Experience Analyst, Compliance to join our customer service team in Vincennes, IN. The role handles insurance regulatory compliance tasks and responds to inquiries by phone and email, with mixed responsibilities including training junior staff.

The position is hybrid, offering opportunities to improve processes, collaborate across teams, and support client needs while contributing to growth in a global organization.

Qualifications

• High School diploma or equivalent.
• 2-4 years of customer service experience.
• Strong written and verbal communication skills.
• Experience with insurance regulatory compliance is a plus.
• Proficiency with MS Office.

Responsibilities

• Receive and handle customer inquiries via phone, email, and chat; provide exceptional service.
• Independently lead conference calls and meetings with customers.
• De-escalate frustrated customers and find solutions.
• Follow established processes to complete regulatory compliance intake tasks.
• Track work in databases.
• Mentor junior team members.

Skills

Customer service

Communication

Team player

Detail oriented

Problem solving

Education

High School diploma or equivalent

Tools

MS Word

MS Outlook

MS Access

Excel

Job description

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!

Your Role...

ReSource Pro Compliance, is looking for an organized, team-oriented Customer Experience Analyst, Compliance to join our customer serviceteam. This role provides front-line customer service support to ReSource Pro Compliance customers by processing tasks related to insurance regulatory compliance and responding to customer requests over the phone and email. This role may work on tasks related to client service,intakeand/or sales support.This role is also responsible for training and mentoringmore junior team members.

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.

In This Role, You Will...

• Receiveand handlecustomer inquiries via inbound/outbound phone calls, email, and/or chat. Answerquestions professionally andassistscustomers by completing a task or process for them; Provides exceptional customer service to customers
• Independently leadconference calls and meetings with customers
• De-escalatefrustrated customer situations and finds solutions to provide an exceptional customer experience
• Followestablishedprocesses and procedures to complete routine and mid-level complexity regulatory complianceand/or client intaketasks in a timely manner on behalf of the client.This may include gathering and verifying client information, inputting information into a variety ofComplianceand/orState web-based systems and forms and completed related reports
• Accomplishworkin accordance withestablished procedures (call/email handle times, etc.) and trackwork and activities in established databases.
• Independently resolvelow- and mid-level complexityproblemsescalated by Associates.
• Escalatecomplexproblems to senior team member or supervisor and takes initiative to find solutions
• Assistwithtrainingfornew teammembers, andactas a resource to junior team members through ongoing mentorship and assistance
• Collaboratewith co-workers and supervisors to meet client needsand contribute to achievement of internal team goals
• Lookfor opportunities to improve processes to better supportclientand build knowledge andexpertisein insurance regulatory compliance

What You Need to Be Successful...

• High School diploma or equivalent
• 2-4 years customer service experience
• MS Office - Word, Outlook, Access, and strong Excel skills
• Prior insurance industry experience preferred
• Customer-centric mindset, enjoyproviding a service and solving customer problems
• Strong written and verbal communication skills, able to convey information to clients and effectively deescalate customer frustrations
• Team player mentality and commitment to supporting other team members
• Process-focused and detail oriented,committed to accurate documentation
• Technologicalproficiency– able to learn, utilize, and navigate a variety of external and internal systems

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 balancing internal equity relative to other ReSource Pro employees. This is a hybrid position out of our office in Vincennes, IN. The salary range for this location and role is$20.00-$21.00 per hour. The salary range could be lower or higher based on the specific geographic location in which the candidate resides.

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 withemployermatch, vested on Day 1
• Opportunity to work for a growing, global organization.
• Ability to engage with clients and internal partners tomake an impact.
• Organization-wide focus on growth and development

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 2,000+ carriers, brokers, wholesalers, and MGAs, ReSource Pro is a recognized market leader in insurance workflow optimization, data and technology services, and strategic operating model transformation. Maintaining a 96%+ client retention rate for over a decade, ReSource Pro is the only firm serving the insurance industry to have earned a spot on the Inc. 5000 list 16 times—placing it among the top 0.02% of repeat honorees across all sectors in the Inc. list’s 40+ year history.

Equal Employment Opportunity Policy

ReSource Pro provides equal employment opportunities to all employees and applicants for employment and prohibits discrimination and harassment of any type without regard to race, color, religion, age, sex, national origin, disability status, genetics, protected veteran status, sexual orientation, gender identity or expression, or any other characteristic protected by federal, state or local laws.