Surplus Lines Tax & Compliance Analyst

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… To be considered for this position, please submit your application. If you meet the qualifications for the role, a member of our Talent Acquisition team will be in touch to schedule an interview via Zoom. The standard interview process includes Behavioral Interview with Talent Acquisition Online talent assessment 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 with employer match, vested on Day 1 Opportunity to work for a growing, global organization. Ability to engage with clients and internal partners to make 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.

Back to blog

Other Jobs To Apply

No other job posts for this day.

Common Interview Questions And Answers

1. HOW DO YOU PLAN YOUR DAY?

This is what this question poses: When do you focus and start working seriously? What are the hours you work optimally? Are you a night owl? A morning bird? Remote teams can be made up of people working on different shifts and around the world, so you won't necessarily be stuck in the 9-5 schedule if it's not for you...

2. HOW DO YOU USE THE DIFFERENT COMMUNICATION TOOLS IN DIFFERENT SITUATIONS?

When you're working on a remote team, there's no way to chat in the hallway between meetings or catch up on the latest project during an office carpool. Therefore, virtual communication will be absolutely essential to get your work done...

3. WHAT IS "WORKING REMOTE" REALLY FOR YOU?

Many people want to work remotely because of the flexibility it allows. You can work anywhere and at any time of the day...

4. WHAT DO YOU NEED IN YOUR PHYSICAL WORKSPACE TO SUCCEED IN YOUR WORK?

With this question, companies are looking to see what equipment they may need to provide you with and to verify how aware you are of what remote working could mean for you physically and logistically...

5. HOW DO YOU PROCESS INFORMATION?

Several years ago, I was working in a team to plan a big event. My supervisor made us all work as a team before the big day. One of our activities has been to find out how each of us processes information...

6. HOW DO YOU MANAGE THE CALENDAR AND THE PROGRAM? WHICH APPLICATIONS / SYSTEM DO YOU USE?

Or you may receive even more specific questions, such as: What's on your calendar? Do you plan blocks of time to do certain types of work? Do you have an open calendar that everyone can see?...

7. HOW DO YOU ORGANIZE FILES, LINKS, AND TABS ON YOUR COMPUTER?

Just like your schedule, how you track files and other information is very important. After all, everything is digital!...

8. HOW TO PRIORITIZE WORK?

The day I watched Marie Forleo's film separating the important from the urgent, my life changed. Not all remote jobs start fast, but most of them are...

9. HOW DO YOU PREPARE FOR A MEETING AND PREPARE A MEETING? WHAT DO YOU SEE HAPPENING DURING THE MEETING?

Just as communication is essential when working remotely, so is organization. Because you won't have those opportunities in the elevator or a casual conversation in the lunchroom, you should take advantage of the little time you have in a video or phone conference...

10. HOW DO YOU USE TECHNOLOGY ON A DAILY BASIS, IN YOUR WORK AND FOR YOUR PLEASURE?

This is a great question because it shows your comfort level with technology, which is very important for a remote worker because you will be working with technology over time...