Customer Experience Specialist-Surplus Lines
New
All remote positions are based in the United States, and candidates must reside within the U.S. to be eligible for consideration.Full-TimeMiddle
Salary40,830.4 - 68,910.4 USD per year
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Job Details
- Experience
- Minimum of 2 years of surplus lines tax filing experience required
- Required Skills
- Microsoft ExcelCustomer serviceMicrosoft Office
Requirements
- High school diploma or equivalent
- Minimum of 2 years of surplus lines tax filing experience
- Property & Casualty (P&C) license preferred
- Proficiency in Microsoft Word, Outlook, and Access
- Advanced Excel skills
- Strong customer service orientation
- Excellent written and verbal communication skills
- Ability to de-escalate concerns professionally
- Highly detail-oriented and process-driven
- Ability to quickly learn and navigate multiple systems
Responsibilities
- Manage client communications by responding to emails, inquiries, billing questions, and payment confirmations
- Prepare, process, and distribute surplus lines tax reports, tax payments, and filing confirmations
- Communicate and coordinate regularly with state regulators
- Delegate and oversee backend processing tasks
- Train, mentor, and provide day-to-day guidance to team members
- Serve as an escalation point for client and operational issues
- Provide cross-functional support and backup coverage for leadership team members
- Manage multiple priorities while collaborating with internal and external stakeholders
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