Customer Experience Associate
Your Role
Supportive Insurance Services, a ReSource Pro company, is seeking a Customer Experience Associate to provide 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.
In This Role, You Will
- Receive and handle customer inquiries via inbound/outbound phone calls, email, and/or chat; answering questions professionally and assisting customers by completing a task or process for them
- Follows established processes and procedures to complete routine regulatory compliance
- Client intake and/or sales support tasks in a timely manner on behalf of the client. This may include gathering and verifying client information, inputting information into a variety of Compliance and/or State web-based systems and forms and complete related reports.
- Processing and tracking applications
- Provide exceptional customer service to customers
Requirements
- A high school diploma or equivalent
- 1-2 years of customer service experience
- 1-2 years of office experience preferred
- Previous insurance experience or basic insurance knowledge preferred
- Licensing experience preferred but not required
- A customer-centric mindset; enjoy providing a service and solving customer problems
- Strong written and verbal communication skills
- A process-focused and detail-oriented approach; committed to accurate documentation
- Computer knowledge and proficiency with MS 365 – able to learn, utilize, and navigate a variety of external and internal systems
Benefits & Perks
- 100% paid employee health insurance available on Day 1
- Eligible for all medical, dental, and vision benefits on Day 1
- Remote positions are Internet stipend-eligible
- 401k with employer match, vested on Day 1
- HSA/FSA available
- Long Term and short-term disability employer-provided
- Generous PTO plan with paid holidays + floating holidays
- Development and growth opportunities
- Comprehensive wellness program and prioritization of employee health
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.