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ReSource Pro

ReThink Solutions

Customer Experience Tax Specialist – Surplus Lines

Customer SupportCustomer SupportFull TimeRemoteMid LevelTeam 5,001-10,000H1B SponsorCompany SiteLinkedIn

Location

United States

Posted

21 days ago

Salary

$19 - $33 / hour

Seniority

Mid Level

High School2 yrs expEnglish

Job Description

Customer Experience Tax Specialist – Surplus Lines

ReSource Pro

• 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

Job Requirements

  • High school diploma or equivalent required
  • Minimum of 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

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

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