Customer Onboarding Analyst, Compliance

ReSource Pro

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

Posted 10/14/2026full-timeVincennes • United StatesJuniorMid-Level💰 $20 - $21 per hourWebsite

Core Competencies

Role fit

Core Competencies

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

Demonstrates expertise in customer service support with a focus on insurance regulatory compliance, effective communication, and problem-solving. Proficient in utilizing various systems for client information management and process improvement.

Highest-signal resume keywords

Customer Service ExperienceInsurance Regulatory ComplianceMS Office ProficiencyStrong Communication SkillsProblem-Solving Abilities

ATS Keywords

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Applicant Tracking System Keywords

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Hard Skills

Customer ServiceRegulatory Compliance TasksClient Intake ProcessesData EntryReport Generation

Soft Skills

Team Player MentalityDetail OrientedCustomer-Centric MindsetMentoring SkillsDe-Escalation Techniques

Tools & Technologies

MS WordMS OutlookMS AccessMS ExcelWeb-Based Compliance Systems

Industry Keywords

Insurance Industry ExperienceCustomer InquiriesProcess ImprovementsClient Information VerificationInternal Team Collaboration

About the role

Key responsibilities & impact

Provide front-line customer service support to ReSource Pro Compliance customers
Process tasks related to insurance regulatory compliance and respond to customer requests by phone and email
Handle customer inquiries via inbound/outbound phone calls, email, and/or chat
Answer questions and complete tasks or processes for customers
Lead conference calls and meetings with customers
De-escalate frustrated customer situations and find solutions
Complete routine and mid-level complexity regulatory compliance and/or client intake tasks
Gather and verify client information and input information into Compliance and State web-based systems and forms
Complete related reports and track work and activities in established databases
Independently resolve low- and mid-level complexity problems escalated by Associates
Escalate complex problems to senior team members or supervisors
Assist with training new team members and mentor junior team members
Collaborate with co-workers and supervisors to meet client needs and internal team goals
Identify process improvements and build knowledge in insurance regulatory compliance

Requirements

What you’ll need

High School diploma or equivalent
2-4 years customer service experience
MS Office - Word, Outlook, Access, and strong Excel skills
Prior insurance industry experience preferred
Customer-centric mindset, enjoy providing a service and solving customer problems
Strong written and verbal communication skills, able to convey information to clients and effectively deescalate customer frustrations
Team player mentality and commitment to supporting other team members
Process-focused and detail oriented, committed to accurate documentation
Technological proficiency – able to learn, utilize, and navigate a variety of external and internal systems
Must currently reside full time in the United States
Must be legally authorized to work in the United States
Willingness regarding employer sponsorship is requested in the application

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
Annual bonus eligibility