Surplus Lines Tax & Compliance Specialist

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

Benefits offered by this job

Generous PTO

Health benefits first day

Medical/Dental/Vision Day 1

401k with employer match

Growth & development

Global organization exposure

Client impact opportunities

Job summary

ReSource Pro Compliance is seeking a detail-oriented Customer Experience Associate to support our surplus lines clients by handling inquiries via phone and email and by processing regulatory tasks. This remote US-based role involves coordinating with state regulators, preparing tax reports, mentoring teammates, and delivering responsive, accurate client service while collaborating across departments.

A candidate should have at least two years of surplus lines tax filing experience, a high school

Qualifications

• High school diploma or equivalent required.
• Minimum of 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; ability to de-escalate concerns professionally.
• Collaborative team player with a commitment to supporting colleagues and contributing to team success.
• Highly detail-oriented and process-driven with accuracy and documentation.

Responsibilities

• Respond to emails and inquiries, billing questions, and payment confirmations professionally.
• Prepare and distribute surplus lines tax reports and filings.
• Coordinate with state regulators to ensure compliance with surplus lines rules.
• Oversee backend processing tasks to support efficiency and accuracy.
• Train and mentor teammates on workflows and best practices.
• Act as escalation point for client and operational issues.
• Provide cross-functional support to leadership as needed.
• Manage multiple priorities in a fast-paced environment with cross-team collaboration.

Skills

Customer service

Communication

Team collaboration

Problem solving

Attention to detail

Education

High School Diploma

Tools

MS Office Suite

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 serviceteam (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
• Minimum of 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…

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.

Your Benefits & Perks...

• Generous PTO plan with paid holidays + floating holidays
• 100% paid Employee Healthcare on Day 1
• Eligible for all medical, dental, and vision benefits on Day 1
• 401k withemployermatch, vested on Day 1
• Opportunity to work for a growing, global organization.
• Ability to engage with clients and internal partners tomake an impact.
• Organization-wide focus on growth and development

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.