Surplus Lines Tax and Compliance Specialist

ReSource Pro

Surplus Lines Tax & Compliance Specialist providing front-line customer service support to clients in insurance. Handling compliance tasks and managing client communications efficiently.

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

Core Competencies

Role fit

Core Competencies

Use this summary to align your resume positioning with the role.

Demonstrates expertise in surplus lines tax filing and compliance, with strong capabilities in client communication and operational efficiency. Proven ability to train and mentor team members while managing multiple priorities in a fast-paced environment.

Highest-signal resume keywords

Surplus Lines Tax Filing ExperienceMicrosoft Office Suite ProficiencyClient Communication SkillsCustomer Service OrientationDetail-Oriented and Process-Driven

ATS Keywords

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Applicant Tracking System Keywords

Tip: use these terms in your resume and cover letter to boost ATS matches.

Hard Skills

Surplus Lines Tax FilingTax ReportingAdvanced Excel SkillsDocumentationOperational Efficiency

Soft Skills

Problem-SolvingWritten CommunicationVerbal CommunicationTeam CollaborationMentoring

Tools & Technologies

Microsoft WordMicrosoft OutlookMicrosoft Access

Industry Keywords

ComplianceRegulatory CoordinationClient Issue ResolutionBilling 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