Insurance Licensing Customer Experience Analyst

ReSource Pro Growth Solutions; United States; Remote; USD 19,000 - 40,000; Full time

Benefits offered by this job

Health insurance

Dental & Vision

401k with employer match

HSA/FSA

Disability (long & short-term)

Generous PTO + holidays

Development & growth

Wellness program

Job summary

ReSource Pro is seeking a Customer Experience Analyst to provide frontline support for our clients via phone, email, and chat. You will document activities in client systems and ensure professional, efficient handling of inquiries to protect client trust.

The role emphasizes clear communication with brokers and insurers, coordination with the Department of Insurance on licensing projects, and collaboration with teams to meet client needs. A strong customer service mindset is required.

Qualifications

• 2+ years of customer service experience in insurance.
• Experience with insurance licensing processes.
• Knowledge or experience with Department of Insurance preferred.
• Reliable and professional.
• Ability to follow established processes and procedures.
• Strong organizational and time-management skills.
• Excellent written and verbal communication skills.
• Ability to multitask and prioritize tasks.
• Detail-oriented and accurate.
• Flexibility to changing priorities.

Responsibilities

• Handle inbound/outbound calls and emails as a subject matter expert.
• Provide clear communication to brokers and insurers via phone, email, and chat.
• Coordinate with the Department of Insurance regarding license projects.
• Deliver exceptional customer service to client customers.
• Complete requested client/broker tasks and processes.
• Collaborate with peers and leaders to meet client needs.
• Contribute to achieving internal team goals.

Skills

Customer service

Insurance knowledge

Communication skills

Time management

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:

We are seeking a Customer Experience Analyst who provides front-line customer service support on behalf of ReSource Pro clients via phone, email, and/or chat. This customer-facing role is responsible for handling customer inquiries professionally, politely, and efficiently while documenting work in client systems. The 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.

In This Role, You Will...

• Manageinbound/outbound calls and emails as a subject matter expert
• Providing clear communication to brokers and insurers (via phone, email, and chat)
• Communicating with the Department of Insurance regarding new license projects
• Providing exceptional customer service to client customers
• Completing requested client/broker tasks and processes
• Collaborating with peers and leaders to meet client needs
• Contributing to the achievement of internal team goals

What You Need To Be Successful...

• 2+ years customer service insurance experiencerequired
• Insurance licensing process experience required
• Department of Insurance knowledge/experience preferred
• Reliable and professional
• Ability to follow processes and procedures
• Strong organizational and time-management skills
• Excellent written and verbal communication skills
• Ability to multitask and prioritize tasks
• Detail-oriented and accurate
• Flexibility and adaptability to changing priorities

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. The salary range for this role is $13.67 - $28.72 per hour. The salary range may vary based 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...

The standard interview process includes:

1. Behavioral Interview with Talent Acquisition
2. Online talent assessment
3. 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 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.