Surplus Lines Tax & Compliance Analyst

ReSource Pro

Des Moines (IA)

Remote

USD 27,000 - 46,000

Full time

6 days ago

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Benefits offered by this job

Generous PTO with holidays

Health insurance on Day 1

401k with match

Career growth opportunities

Bonus eligibility

Global organization exposure

Collaborative culture

Job summary

ReSource Pro Compliance is seeking a Customer Experience Associate to join our remote customer service team. You will handle front-line support for surplus lines regulatory compliance, client intake, and sales support via phone and email.

We value a team-oriented culture and offer growth within a growing global organization. The role requires 1-2 years of surplus lines tax filing—plus a P&C license preferred—and a strong commitment to accuracy and customer care.

Qualifications

High school diploma or equivalent required.
1-2 years of surplus lines tax filing experience required.
P&C license preferred.
Proficient in Microsoft Office Suite (Word, Outlook, Access) and advanced Excel skills.
Strong customer service orientation with problem-solving and delivering exceptional client support.
Excellent written and verbal communication skills; de-escalation when needed.
Collaborative team player with attention to detail and documentation.

Responsibilities

Manage client communications by responding to emails, inquiries, billing questions, and payment confirmations professionally and timely.
Prepare, process, and distribute surplus lines tax reports, tax payments, and filing confirmations to clients.
Coordinate with state regulators to ensure surplus lines compliance.
Oversee backend processing tasks and support operational efficiency and accuracy.
Train, mentor, and guide team members on workflows and best practices.
Act as escalation point for client and operational issues; participate in resolution calls.
Provide cross-functional support for leadership and backup coverage.
Manage multiple priorities in a fast-paced environment with clients and regulators.

Skills

Customer service

Communication

Attention to detail

Team player

Problem solving

Education

High school diploma or equivalent

Tools

Microsoft Word

Microsoft Outlook

Microsoft 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!

ReSource Pro Compliance, is looking for an organized, team-oriented Customer Experience Associate to join our customer service team (surplus lines).

Your role...

The Customer Experience Associate provides front-line customer service support to ReSource Pro Compliance customers by processing tasks related to insurance regulatory compliance, client intake and/or sales support, responding to customer requests over phone and email. 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.

All remote positions are based in the United States, and candidates must reside within the U.S. to be eligible for consideration.

In This Role, You Will...

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

What You Need to Be Successful...

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 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

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 $19.63 - $33.13 per hour. The salary range may vary based on the specific geographic location in which the candidate resides.

Your Interview Process…

The Standard Interview Process Includes