Insurance Customer Experience Associate-Surplus Lines

ReSource ProReSource ProDallas, Texas, United States
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Posted

10/12/2026

Employment

Full time

Range

$11 - $24/hr

Work style

Remote only

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AI summary

Core responsibilities

The Customer Experience Associate provides front-line support by processing insurance regulatory compliance tasks and handling client inquiries via phone, email, and chat. They are responsible for maintaining high service standards, resolving customer issues, and de-escalating frustrated situations.

Requirements overview

Candidates must have a high school diploma or equivalent and proficiency in MS Office, particularly Excel. Strong communication skills, a customer-centric mindset, and the ability to work in the Central time zone are required.

Key skills

Customer serviceRegulatory compliancePhone supportEmail communicationData entryMicrosoft WordMicrosoft OutlookMicrosoft AccessMicrosoft ExcelProblem solvingDe-escalationAttention to detailWritten communicationVerbal communicationTime management

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Education requirements

high school

About ReSource Pro

Industry

Insurance

Employees

4,490

Type

Privately Held

Size

10,001+ employees

Focused exclusively on the insurance industry, ReSource Pro is the trusted partner insurance organizations rely on to optimize performance, streamline operations, and drive growth. Serving 3,500+ carriers, brokers, wholesalers, and MGAs, ReSource Pro is a recognized market leader in insurance process and workflow optimization, data and technology services, and strategic operating model transformation. Maintaining a 96%+ client retention rate for over a decade, ReSource Pro is the only firm serving the insurance industry to have earned a spot on the Inc. 5000 list 17 times—placing it among the top 0.04% of repeat honorees across all sectors in the Inc. list’s 40+ year history.

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Job categories

Customer Service & SupportFinance & AccountingAdministrative

Description

Does working as part of a close-knit, friendly team inspire you? Do you find enjoyment in helping customers with their needs over the phone? Come Join ReSource Pro! ReSource Pro Compliance, is looking for an organized, team-oriented Customer Experience Associate to join our customer service team (surplus lines). Your role... The Customer Experience Associate provides front-line customer service support to ReSource Pro Compliance customers by processing tasks related to insurance regulatory compliance, client intake and/or sales support, responding to customer requests over phone and email. Work completed directly impacts trust and partnership with the client. We hire the best because our service is only as good as the people delivering it. We’re committed to hiring individuals who engage in our amazing culture and embrace our Core Values: Commitment to Community, Teamwork, Passion for Excellence, Service-Centric, and Best Self. All remote positions are based in the United States, and candidates must reside within the U.S. to be eligible for consideration. In This Role, You Will... Receive and handle customer inquiries via inbound/outbound phone calls, email, and/or chat Answer questions professionally and assists customers by completing a task or process for them Provide exceptional customer service to customers Deescalate frustrated customer situations Find solutions to provide an exceptional customer experience What You Need to Be Successful... High School diploma or equivalent MS Office - Word, Outlook, Access, and strong Excel skills Located in the Central time zone to accommodate the needs of clients 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 Your Compensation... Our salary ranges are based on paying competitively for our size and industry, and are one part of the total compensation package that also includes annual bonus eligibility, benefits, and other opportunities at ReSource Pro. Individual pay decisions are based on a number of factors, including qualifications for the role, experience level, skillset, geography, and balancing internal equity relative to other ReSource Pro employees. The salary range for this role is $11.25 - $23.94 per hour. The salary range may vary based on the specific geographic location in which the candidate resides. Your Interview Process… To be considered for this position, please submit your application. If you meet the qualifications for the role, a member of our Talent Acquisition team will be in touch to schedule an interview via Zoom. The standard interview process includes: Behavioral Interview with Talent Acquisition Online talent assessment Hiring Manager Interview Additional interview steps may be added depending on the position or if further evaluation is needed. Disclosure: Candidates are evaluated at each step of the process. As a result, not every candidate will complete all steps in the process. Your Benefits & 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 About ReSource Pro: Focused exclusively on the insurance industry, ReSource Pro is the trusted partner insurance organizations rely on to optimize performance, streamline operations and process engineering, and drive growth. Serving 2,000+ carriers, brokers, wholesalers, and MGAs, ReSource Pro is a recognized market leader in insurance workflow optimization, data and technology services, and strategic operating model transformation. Maintaining a 96%+ client retention rate for over a decade, ReSource Pro is the only firm serving the insurance industry to have earned a spot on the Inc. 5000 list 16 times—placing it among the top 0.02% of repeat honorees across all sectors in the Inc. list’s 40+ year history. Equal Employment Opportunity Policy ReSource Pro provides equal employment opportunities to all employees and applicants for employment and prohibits discrimination and harassment of any type without regard to race, color, religion, age, sex, national origin, disability status, genetics, protected veteran status, sexual orientation, gender identity or expression, or any other characteristic protected by federal, state or local laws.

Requirements

  • •Customer service
  • •Regulatory compliance
  • •Phone support
  • •Email communication
  • •Data entry
  • •Microsoft Word
  • •Microsoft Outlook
  • •Microsoft Access
  • •Microsoft Excel
  • •Problem solving
  • •De-escalation
  • •Attention to detail
  • •Written communication
  • •Verbal communication
  • •Time management

Benefits

  • •Generous PTO plan
  • •Paid holidays
  • •Floating holidays
  • •100% paid employee healthcare
  • •Medical benefits
  • •Dental benefits
  • •Vision benefits
  • •401k with employer match

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