Surplus Lines Tax & Compliance Analyst

About the role

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). 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.

Responsibilities

• 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

Requirements

• High school diploma or equivalent required
• 1‑2 years of surplus lines tax filing experience required
• Property & Casualty (P&C) license preferred

Skills

• 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

Pay

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,