Surplus Lines Tax & Compliance Specialist

ReSource Pro

Surplus Lines Tax & Compliance Specialist providing essential customer service related to insurance regulatory compliance. Managing communications and tax-related tasks for U.S.

Posted 7/15/2026full-timeRemote • 🇺🇸 United StatesJuniorMid-Level💰 $20 - $33 per hourWebsite

Core Competencies

Role fit

Core Competencies

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Demonstrates expertise in surplus lines tax filing and compliance, with strong capabilities in client communication, operational efficiency, and team leadership. Proficient in Microsoft Office Suite, particularly advanced Excel, to support detailed reporting and documentation.

Highest-signal resume keywords

Surplus Lines Tax Filing ExperienceMicrosoft Office Suite ProficiencyClient Communication SkillsTeam Leadership and MentoringRegulatory Compliance Coordination

ATS Keywords

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Applicant Tracking System Keywords

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Hard Skills

Surplus Lines Tax FilingAdvanced Excel SkillsDocumentation AccuracyOperational EfficiencyBackend Processing Oversight

Soft Skills

Customer Service OrientationProblem-SolvingWritten and Verbal CommunicationCollaborationDetail-Oriented

Industry Keywords

Regulatory ComplianceClient Issue ResolutionTax ReportsBilling QuestionsPayment Confirmations

About the role

Key responsibilities & impact

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

Requirements

What you’ll need

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, 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

Comp & perks

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