Surplus Lines Tax & Compliance Specialist

ReSource Pro; Des Moines (IA); Remote; USD 27,000 - 46,000; Full time

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

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.