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ReSource Pro

Customer Experience Associate, Compliance

ReSource Pro

. Provide front-line customer service support to Compliance customers .

Posted 9/26/2026full-timeRemote • United StatesJuniorMid-Level💰 $18 per hourWebsite

About the role

Key responsibilities & impact
  • 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

What you’ll need
  • 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

Comp & perks
  • 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