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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