Customer Experience Associate

Come Join ReSource Pro!
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.
In This Role, You Will...
- Receive and handle customer inquiries via inbound/outbound phone calls, email, and/or chat; answering questions professionally and assisting customers by completing a task or process for them
- Follows establishes processes and procedures to complete routine regulatory compliance
- Client intake and/or sales support tasks in a timely manner on behalf of the client. This may include gathering and verifying client information, inputting information into a variety of Compliance and/or State web-based systems and forms and complete related reports.
- Running annual corporate tax filings and filing reports with Secretary of State and Department of Revenue
- Provide exceptional customer service to customers
- Deescalate customer situations and find solutions to provide an exceptional customer experience
- High School diploma or equivalent
- 1-2 years of customer service experience
- Previous insurance experience or basic insurance knowledge preferred
- Tax filing experience preferred but not required
- 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
- Process-focused and detail oriented; committed to accurate documentation
- Computer knowledge and proficiency with MS Office – able to learn, utilize, and navigate a variety of external and internal systems
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. This is a hybrid position out of our office in Groesbeck, TX and the salary range for this location and role is $11.25 - $23.94 per hour. The salary range could be lower or higher based on the specific geographic location in which the candidate resides.
Your Benefits & Perks...
- 100% paid employee health insurance available on Day 1
- Eligible for all medical, dental, and vision benefits on Day 1
- Remote positions are Internet stipend-eligible
- 401k with employer match, vested on Day 1
- HSA/FSA available
- Long Term and short-term disability employer-provided
- Generous PTO plan with paid holidays + floating holidays
- Development and growth opportunities
- Comprehensive wellness program and prioritization of employee health
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
Disclosure: Candidates are evaluated at each step of the process. As a result, not every candidate will complete all steps in the process.
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.