Remote Surplus Lines Tax & Compliance Specialist

ReSource Pro; United States; Remote; USD 27,000 - 46,000; Full time

Benefits offered by this job

Generous PTO

Health insurance Day 1

401k with employer match

Career growth opportunities

Job summary

ReSource Pro Compliance is seeking a Customer Experience Associate to provide front-line support to our clients, handling insurance regulatory tasks, client intake, and sales support. You will respond to inquiries by phone and email, ensuring accurate processing of tax reports and filings and maintaining trust with clients.

The role emphasizes collaboration, accuracy, and adherence to process. You will engage with regulators and internal teams to optimize service delivery, with opportunities for

Qualifications

• High school diploma or equivalent required.
• Minimum of 2 years of surplus lines tax filing experience required.
• P&C license preferred.
• 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.

Responsibilities

• 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.

Skills

Excellent communication

Customer service

Detail-oriented

Team player

Problem-solving

Technical literacy

Education

High school diploma or equivalent

Tools

Microsoft Office Suite

Excel (advanced)

Word

Outlook

Access

Job description

ReSource Pro Compliance is seeking a Customer Experience Associate to provide front-line support to our clients, handling insurance regulatory tasks, client intake, and sales support. You will respond to inquiries by phone and email, ensuring accurate processing of tax reports and filings and maintaining trust with clients.

The role emphasizes collaboration, accuracy, and adherence to process. You will engage with regulators and internal teams to optimize service delivery, with opportunities for