Note: The job is a remote job and is open to candidates in USA. ReSource Pro is seeking a Surplus Lines Tax & Compliance Analyst to support customers with insurance regulatory compliance and surplus lines tax operations. The role handles client communications, tax reports and payments, coordination with state regulators, and team workflow support.
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
Skills
- High school diploma or equivalent required
- 1-2 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
- Property & Casualty (P&C) license preferred
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
- 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
- Remote positions are based in the United States, and candidates must reside within the U.S. to be eligible for consideration.
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