Customer Experience Associate, Compliance
Employment Information
Report this job
Job expired or something wrong with this job?
Job Description
Customer Experience Associate supporting insurance compliance clients at ReSource Pro. Processing regulatory, licensing, intake, and sales-support tasks while delivering front-line service.
Responsibilities:
- Provide front-line customer service support to Compliance customers
- Process tasks related to insurance regulatory compliance, licensing, client intake, and/or sales support
- Handle customer inquiries via inbound/outbound phone calls, email, and/or chat
- Answer questions and assist customers by completing tasks or processes
- De-escalate frustrated customer situations and find solutions
- Follow established processes to complete routine regulatory compliance, client intake, and/or sales support tasks
- Gather and verify client information
- Input information into Compliance and/or State web-based systems and forms
- Complete related reports and track work in established databases
- Maintain accurate records, support database updates, and follow up on outstanding items
- Meet deadlines and maintain organized documentation
- Escalate problems to senior team members, supervisors, leads, or management
- Collaborate with co-workers and supervisors to meet client needs and team goals
- Identify opportunities to improve processes and build insurance regulatory compliance knowledge
- Foster respectful, solution-oriented communication and teamwork
Requirements:
- High School diploma or equivalent
- 1-2 years of customer service or administrative experience required
- Microsoft Office proficiency: Word, Outlook, Excel, PowerPoint, and Access
- Excellent written and verbal communication skills
- Ability to address complaints and issues with effective solutions and a positive attitude
- Excellent time-management and prioritization skills
- Customer-centric approach and enjoyment of providing service and solving customer problems
- Ability to effectively de-escalate customer frustrations
- Team player committed to supporting other team members
- Process-focused and detail-oriented, committed to accurate documentation
Benefits:
- Annual bonus eligibility
- 100% paid employee health insurance available on Day 1
- Medical, dental, and vision benefits on Day 1
- Internet stipend eligibility for remote positions
- 401k with employer match, vested on Day 1
- HSA/FSA available
- Employer-provided long-term and short-term disability
- Generous PTO plan with paid holidays and floating holidays
- Development and growth opportunities
- Comprehensive wellness program and prioritization of employee health
Similar Jobs
Customer Support Specialist – Order & Ticket Support
Customer support specialist resolving overnight order tickets for a US retail and e-commerce company. Managing cancellations, order holds, escalations, and peak-period phone support.
Atención al Cliente
Agente de atención al cliente remoto para Konecta, empresa peruana de experiencias de cliente. Resolución de consultas desde casa mediante agentes humanos e IA.
Customer Service Representative, Banking
Remote banking customer service representative supporting financial accounts, retirement plans, and life insurance. Handling transactions and resolving customer issues across 24/7 rotational shifts.
Digital Support Agent, Ukrainian
Digital Support Agent with Ukrainian supporting customers by phone, chat, and email. Representing global brands through Atlean World’s multicultural customer-experience recruitment services.
Dutch Fashion Support Agent
Dutch-speaking fashion customer support agent answering customer queries for a global brand. Atlean World supports multilingual recruitment and relocation to Portugal.
Customer Care Rockstar, Dutch
Remote Dutch-speaking customer care role for Atlean World, an international HR consultant promoting multicultural work environments. Handling customer support across phone, chat, and email.
Automotive Support Agent, Danish
Automotive customer support agent for Atlean World, an HR SaaS consultant promoting multicultural recruitment. Supporting Danish-speaking customers remotely from Portugal while developing customer service skills.
Customer Care Manager
Customer Care Manager leading CSR teams for Arketa’s operating system for fitness and wellness businesses. Coaching performance, managing omnichannel support queues, and improving partner experiences.
Payroll Support Specialist
Payroll Support Specialist maintaining payroll data, audits, reports, and employee service requests. Supporting accurate payroll operations for a North American pet health company.
Employee Benefits Customer Service Representative
Remote customer service representative resolving claims, eligibility, and benefits inquiries for Foundation Risk Partners, a US insurance brokerage and consulting firm. Supporting clients and employees through phone, email, and Salesforce.
Family Support Specialist
Family Support Specialist supporting Tennessee caregivers of youth with complex behavioral-health needs. Building engagement, navigating systems, and coordinating peer-informed care at Holon Health.
Customer Service Representative
Customer Service Representative supporting federal student loan borrowers at Central Research. Handling high-volume calls, account questions, repayment options, and applications remotely.
Customer Care Manager – All Genders
Customer Care Manager coordinating client relationships and employee-benefit solutions for ValueNet, Germany’s leading employee-benefits provider. Remote from the Canary Islands or office-based in Fuerteventura.
Customer Service Representative, Career Changer
Telefonischer Kundenbetreuer im Homeoffice für Energieversorger-Kundenservice bei Mplus. Bearbeitung von Konten, Anmeldungen, Abrechnungen und Tarifen per Telefon und E-Mail.
Customer Support Agent
Kundensupport-Agent für 1000 Tictoc-Creator bei einer Dienstleistungsagentur. Bearbeitung von Anfragen, Eskalationen, Dokumentation und Reports im Remote-Einsatz.
CERS Support Specialist
Remote CERS Support Specialist maintaining USDA cotton and tobacco electronic reporting systems. Leading HP NonStop COBOL operations, troubleshooting production applications, and supporting federal stakeholders.
ITMS Support Specialist – Tier 2
Remote Tier 2 IT support specialist troubleshooting networks, systems, and client environments for New Era Technology. Delivering managed IT services, ticket resolution, upgrades, and customer support.
ITMS Support Specialist, Tier 2
Tier 2 IT support specialist troubleshooting networks, systems, and cloud environments for New Era Technology. Delivering remote client support, ticket management, and infrastructure maintenance.
Customer Service – Seasonal
Seasonal Customer Service agent supporting H&R Block’s online and software tax products. Resolving client issues through phone, email, and chat from home.
Customer Support – Telecommunications
Remote-Kundenberater:in für Klarmobil in Bulgarien. Betreuung deutschsprachiger Mobilfunkkund:innen bei technischen Fragen, Rechnungen und Produkten.