Customer Experience Tax Specialist-Surplus Lines

This position is posted by Jobgether on behalf of a partner company. We are currently looking for a Customer Experience Specialist–Surplus Lines in United States.

In this role, you will serve as a key front-line contact supporting insurance compliance operations within the surplus lines space. You will manage client communications across email and phone while ensuring accurate handling of regulatory filings, tax reports, and payment confirmations. The position plays a critical role in maintaining compliance with state regulations and strengthening client trust through timely, precise service. You will collaborate closely with internal teams, regulators, and clients in a fast-paced, detail-driven environment. Beyond daily support, you will contribute to process efficiency, mentor team members, and help resolve escalated issues. This is a highly operational yet client-facing role where accuracy, communication, and reliability directly impact service quality and customer satisfaction.

Accountabilities

• Manage client communications by responding to emails, inquiries, billing questions, and payment confirmations in a timely and professional manner.
• Prepare, process, and distribute surplus lines tax reports, tax payments, and filing confirmations in accordance with regulatory requirements.
• Communicate and coordinate with state regulators to ensure ongoing compliance with surplus lines rules and filings.
• Support backend operational workflows, ensuring accuracy, efficiency, and proper documentation across systems.
• Serve as a mentor and guide to team members, providing training and day-to-day support on processes and best practices.
• Act as an escalation point for client and operational issues, contributing to resolution and client satisfaction.
• Support cross-functional teams and leadership with backup coverage and operational assistance as needed.

Requirements

• High school diploma or equivalent required; surplus lines or insurance experience strongly preferred.
• At least 2 years of experience in surplus lines tax filing or insurance compliance operations.
• Property & Casualty (P&C) license preferred.
• Strong proficiency in Microsoft Office Suite, including Excel, Word, and Outlook.
• Excellent written and verbal communication skills with the ability to handle client interactions professionally and de-escalate issues.
• Strong attention to detail, organization, and ability to manage process-driven work with accuracy.
• Ability to work collaboratively in a fast-paced environment while managing multiple priorities.
• Comfortable learning and navigating multiple systems and internal tools.

Benefits

• Competitive hourly compensation ranging from $19.63 to $33.13 per hour, based on experience and location.
• Eligibility for annual bonus and additional compensation components.
• 100% employer-paid medical coverage starting on day one.
• Full dental and vision insurance eligibility from day one.
• 401(k) plan with employer match, vested immediately.
• Generous paid time off, including holidays and floating holidays.
• Remote work opportunity within the United States.
• Career development opportunities within a global, growing organization focused on learning and internal growth.

How Jobgether works: We use an AI-powered matching process to ensure your application is reviewed quickly, objectively, and fairly against the role's core requirements. Our system identifies the top-fitting candidates, and this shortlist is then shared directly with the hiring company. The final decision and next steps (interviews, assessments) are managed by their internal team. We appreciate your interest and wish you the best! Why Apply Through Jobgether? Data Privacy Notice: By submitting your application, you acknowledge that Jobgether will process your personal data to evaluate your candidacy and share relevant information with the hiring employer. This processing is based on legitimate interest and pre-contractual measures under applicable data protection laws (including GDPR). You may exercise your rights (access, rectification, erasure, objection) at any time. #LI-CL1