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
Salary$19.63 - $33.13 per hour
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Job Details
- Experience
- Minimum of 2 years of surplus lines tax filing experience required
- Required Skills
- Microsoft AccessMicrosoft ExcelCustomer service
Requirements
- High school diploma or equivalent required.
- Minimum of 2 years of surplus lines tax filing experience required.
- Proficient in Microsoft Office Suite, including Word, Outlook, Access.
- Advanced Excel skills required.
- Strong customer service orientation with a passion for problem-solving and delivering exceptional client support.
- Excellent written and verbal communication skills, with the ability to effectively communicate with clients and de-escalate concerns professionally.
- Collaborative team player with a strong commitment to supporting colleagues and contributing to overall team success.
- Highly detail-oriented and process-driven, with a focus on accuracy, organization, and thorough documentation.
- Technically proficient with the ability to quickly learn and navigate multiple internal and external systems and platforms.
Responsibilities
- Manage client communications by responding to emails, inquiries, billing questions, and payment confirmations in a professional and timely manner.
- Prepare, process, and distribute surplus lines tax reports, tax payments, and filing confirmations to clients.
- Communicate and coordinate regularly with state regulators to ensure compliance with surplus lines requirements and regulations.
- Delegate and oversee backend processing tasks while supporting operational efficiency and accuracy.
- Train, mentor, and provide day-to-day guidance to team members on workflows, processes, and best practices.
- Serve as an escalation point for client and operational issues, including participation in client issue resolution calls.
- Provide cross-functional support and backup coverage for leadership team members as needed.
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