Surplus Lines Tax and Compliance Specialist

🕒 Julho 15

🇺🇸 Estados Unidos – Remoto (EUA)

💵 $19 - $33 / hora

⏰ Tempo Integral

🟢 Júnior

🟡 Pleno

💰 Tributário

🚫👨‍🎓 Sem graduação necessária

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ReSource Pro

SiteLinkedInTodas as Vagas

5001 - 10000 funcionários

💼 Consultoria

📦 Logística

🏥 Saúde

Consulting • Logistics • Healthcare

A ReSource Pro é uma empresa dedicada a atender o setor de seguros, oferecendo uma variedade de managed services voltados a melhorar as operações de negócios. Com mais de 20 anos de experiência, a ReSource Pro é especializada em transformar operações de seguros por meio de soluções que incluem otimização de tecnologia, ampliação de equipes com staffing especializado e aprimoramento de processos para aumentar a produtividade. A empresa atende seguradoras, MGAs e wholesale brokers, assim como agentes de varejo e corretores de seguros, ajudando-os a focar em lucratividade, compliance e crescimento. A ReSource Pro é reconhecida como uma das empresas que mais crescem, conhecida por sua abordagem estratégica e inovadora em serviços para o mercado de seguros.

Descrição

• 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

🎯 Requisitos

• High school diploma or equivalent required • Minimum of 2 years of surplus lines tax filing experience required • 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

🏖️ Benefícios

• 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