Surplus Lines Tax Representative

Job Description:

• Works on semi-routine assignments related to surplus lines documentation, recognizing the accepted practices
• Utilizes online systems to retrieve, organize, and delivers surplus lines filings
• Supports operational activities by working closely with branch offices and accounting team to ensure proper procedures are followed within the Surplus Lines team
• Assists in maintaining tax tables and testing changes to the system, takes corrective action to ensure accuracy and reliability
• Contributes to the verification of proper billing by the state
• Helps the Surplus Lines teams during internal and external audits, ensures that all requested documents and information are readily available and in compliance with audit requirements
• Provides day-to-day support and assistance to employees in the Surplus Lines team and ensures a collaborative and effective working environment
• Serves as a liaison for the Underwriting and brokerage team in day-to-day relations with Operations
• Assists in the implementation and monitoring of the account processes
• Stays informed about industry changes, company policies, and procedural updates
• Supports brokers and clients with basic inquiries and requests related to surplus lines coverage and documentation
• Contributes to the development and execution of customer outreach initiatives

Requirements:

• Bachelor’s degree required; Business Administration, Economics or Operations preferred
• 1-2 year of work experience in Surplus Lines, Business Operations is preferred
• Prescribed: Minimum requirements for state P&C and/or surplus line licenses
• Preferred: Associate in Surplus Lines Insurance (ASLI), Certified Insurance Service Representative (CISR)

Benefits:

• paid time off for company holidays
• vacation
• sick and personal days
• paid parental leave
• mental health services
• comprehensive benefits package

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