Remote Surplus Lines Tax & Compliance Specialist

ReSource Pro Growth Solutions; United States; Remote; USD 40,000 - 68,000; Full time

Benefits offered by this job

Generous PTO

Healthcare Day 1

Medical benefits Day 1

401k with match

Growth opportunities

Impact with clients

Global organization

Job summary

ReSource Pro Compliance is seeking an organized, team‑oriented Customer Experience Associate to provide front‑line support by handling client inquiries via phone and email, processing surplus lines tax reports, and coordinating with state regulators to ensure compliance.

You will train and mentor teammates, act as an escalation point for client and operational issues, and collaborate with accounting and leadership to maintain accurate, timely service across a growing national client base.

Qualifications

• High school diploma or equivalent required.
• 1–2 years of surplus lines tax filing experience required.
• Property & Casualty (P&C) license preferred.
• Proficient in Microsoft Office Suite, including Word, Outlook, Access, and advanced Excel skills.
• Strong customer service orientation with problem‑solving skills.

Responsibilities

• Respond to client emails and calls professionally and timely.
• Prepare and distribute surplus lines tax reports and payments.
• Coordinate with state regulators to ensure compliance with surplus lines requirements.
• Oversee backend processing tasks for operational efficiency.
• Train, mentor, and guide team members on workflows and best practices.
• Escalate client and operational issues as needed and participate in resolution calls.
• Provide cross‑functional support to leadership and other departments.
• Manage multiple priorities in a fast‑paced environment.

Skills

Surplus lines tax filing

Customer service

Communication skills

Team collaboration

Detail oriented

Tech-savvy

Education

High school diploma or equivalent

Property & Casualty license preferred

Tools

Microsoft Office

Excel

Job description

ReSource Pro Compliance is seeking an organized, team‑oriented Customer Experience Associate to provide front‑line support by handling client inquiries via phone and email, processing surplus lines tax reports, and coordinating with state regulators to ensure compliance.

You will train and mentor teammates, act as an escalation point for client and operational issues, and collaborate with accounting and leadership to maintain accurate, timely service across a growing national client base.