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Customer Experience Associate, Compliance
ReSource Pro. Provide front-line customer service support to Compliance customers .
Core Competencies
Role fitCore Competencies
Use this summary to align your resume positioning with the role.
Demonstrates strong customer service skills with a focus on compliance and regulatory processes, ensuring accurate documentation and effective communication. Capable of managing customer inquiries and resolving issues while maintaining a collaborative team environment.
Highest-signal resume keywords
Customer Service ExperienceRegulatory Compliance KnowledgeMicrosoft Office ProficiencyEffective Communication SkillsProblem-Solving Abilities
ATS Keywords
Tailor your resumeApplicant Tracking System Keywords
Tip: use these terms in your resume and cover letter to boost ATS matches.
Hard Skills
Regulatory ComplianceClient Intake ProcessingDatabase ManagementReport GenerationDocumentation Accuracy
Soft Skills
Time ManagementPositive AttitudeDetail-OrientedTeam CollaborationDe-Escalation Skills
Tools & Technologies
Microsoft WordMicrosoft OutlookMicrosoft ExcelMicrosoft PowerPointMicrosoft Access
Industry Keywords
Insurance ComplianceCustomer-Centric MindsetProcess ImprovementClient CommunicationAdministrative Support
About the role
Key responsibilities & impact- 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
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 mindset
- Ability to convey information to clients and effectively de-escalate customer frustrations
- Commitment to supporting other team members
- Process-focused and detail-oriented, with 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 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
- Employee health prioritization