Surplus Lines Tax & Compliance Analyst

🔥 4 minutes ago

🇺🇸 United States – Remote

💵 $19 - $33 / hour

⏰ Full Time

🟢 Junior

💰 Tax

🚫👨‍🎓 No degree required

🦅 H1B Visa Sponsor

This company has sponsored H1B visas in the past.

👻 Ghost score 0%

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ReSource Pro

WebsiteLinkedInAll Job Openings

5001 - 10000 employees

💼 Consulting

📦 Logistics

🏥 Healthcare

Consulting • Logistics • Healthcare

ReSource Pro is a company dedicated to serving the insurance industry by offering a variety of managed services aimed at improving business operations. With over 20 years of experience, ReSource Pro specializes in transforming insurance operations through solutions that include technology optimization, extending teams with skilled staffing, and enhancing processes for improved productivity. The company serves carriers, MGAs and wholesalers, as well as retail agents and brokers, helping them focus on profitability, compliance, and growth. ReSource Pro is recognized as one of the fastest-growing companies, known for its strategic and innovative approach to insurance services.

📋 Description

• Provide front-line customer service support to ReSource Pro Compliance customers • Process tasks related to insurance regulatory compliance, client intake, and/or sales support • Respond to customer requests over phone and email • Manage client communications, including emails, inquiries, billing questions, and payment confirmations • Prepare, process, and distribute surplus lines tax reports, tax payments, and filing confirmations to clients • Communicate and coordinate 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 • Manage multiple priorities 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 • 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 • Candidates must reside within the U.S. to be eligible for consideration • Candidates must be legally authorized to work in the United States

🏖️ Benefits

• 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 • Annual bonus eligibility • 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

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