ReSource Pro

Customer Support

• Provide front-line customer service support to Compliance customers
• Process insurance regulatory compliance, licensing, client intake, and/or sales support tasks
• Handle customer inquiries via inbound/outbound phone calls, email, and/or chat
• Answer questions and complete tasks or processes for customers
• De-escalate frustrated customer situations and find solutions
• Gather and verify client information
• Input information into Compliance and State web-based systems and forms
• Complete related reports and track work in established databases
• Maintain accurate records and organized documentation
• Support database updates and follow up on outstanding items
• Meet deadlines accurately and escalate problems to senior team members or management
• Collaborate with co-workers and supervisors to meet client needs and team goals
• Identify process improvements supporting clients and insurance regulatory compliance

Customer Experience Associate, Compliance

• 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