Surplus Lines Tax & Compliance Specialist
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Job Description
Surplus lines compliance specialist supporting insurance clients for ReSource Pro, an insurance workflow optimization and technology services partner. Preparing tax filings, coordinating with regulators, and resolving client operational issues.
Responsibilities:
- Manage client communications by responding to 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 participating 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
- Minimum of 2 years of surplus lines tax filing experience required
- Proficient in Microsoft Office Suite, including Word, Outlook, and Access
- Advanced Excel skills
- Strong customer service orientation and problem-solving ability
- Excellent written and verbal communication skills
- Ability to communicate with clients and de-escalate concerns professionally
- Collaborative team player committed to supporting colleagues and team success
- Highly detail-oriented and process-driven, with focus on accuracy, organization, and documentation
- Technically proficient and able to quickly learn and navigate multiple internal and external systems and platforms
- Must reside within the United States to be eligible
- Must be legally authorized to work in the United States
Benefits:
- Annual bonus eligibility
- Generous PTO plan
- Paid holidays
- Floating holidays
- 100% paid Employee Healthcare on Day 1
- Medical, dental, and vision benefits eligible 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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