Jobs · OTHR · California

Surplus Lines Director

HUB International · Riverside, CA · 1 mo ago
OTHR$150k/yrFull-time
We need to output HTML fragment with sections: About the role? Actually we have "About Hub" but we need to use headings for sections like About the role, Responsibilities, Requirements, Qualifications, Skills, Benefits, Pay, Schedule. We must not repeat job title as heading. We need to include sections only when posting has real specific content. We need to parse the posting: It includes "About Hub" (company description). Could map to "About the role"? Actually "About Hub" is about the company, not role. But we can still put under "About the role"? The instruction: use

for section headings (e.g. About the role, Responsibilities, Requirements, Qualifications, Skills, Benefits, Pay, Schedule). So we should use those headings if content exists. We have content: Position Summary (role description) -> could be "About the role". Responsibilities: "What You Will Do" with bullet points. Requirements: maybe "Required Qualifications". Qualifications: maybe "Required Qualifications" again? Actually they have "Required Qualifications" and also "Knowledge / Skills / Abilities". So we can have sections: Responsibilities, Requirements (maybe combine Required Qualifications), Qualifications (maybe Knowledge/Skills/Abilities), Skills (maybe part of Knowledge/Skills/Abilities), Benefits (they mention benefits in "WHY CHOOSE HUB?" and later "HUB International is proud to offer comprehensive benefit...), Pay (they have salary range), Schedule (not mentioned). So we should not create Schedule section if not present. We must remove boilerplate: EEO, legal, contact info, application instructions, etc. Also remove duplicated lines. We need to preserve all substantive information. So we need to include company description? Possibly under "About the role"? But "About the role" is about role, not company. However we could include a short paragraph about Hub under "About the role" as context. The instruction: "Do NOT repeat the job title as a heading (the page already shows it)". It doesn't forbid including company description. We'll include a paragraph under "About the role" summarizing Hub and position summary. Let's extract substantive content: - About Hub: description of Hub, mission, etc. - Position Summary: Director of Surplus Lines role details. - What You Will Do: list of responsibilities (Compliance Strategy and Governance, Team Leadership and Development, Operational Excellence and Technology, Regulatory and External Relationships, National Scale Readiness). Each with bullet-like sentences. - Required Qualifications: bullet list: Property & Casualty license required; Bachelor's degree and/or advanced degree or professional designation strongly preferred; 10+ years progressive experience in surplus lines compliance or non-admitted insurance operations, with at least 5 years in a leadership role including direct reports; Team-building experience strongly preferred; Demonstrated experience managing a multi-state or national surplus lines compliance function across numerous jurisdictions; Deep knowledge of state-specific surplus lines placement and premium tax filing and documentation rules and regulations. - Knowledge / Skills / Abilities: bullet list: Expert familiarity with different surplus lines premium tax filing platforms utilized by all states; Proven ability to build and lead high-performing compliance teams in a distributed, multi-region environment; Experience designing enterprise compliance frameworks, audit programs, and governance structures; Strong analytical and data skills; advanced Excel proficiency; experience with Applied EPIC or comparable platforms preferred; Executive presence and communication skills — able to present complex regulatory matters to senior leadership, regional COOs, and external regulators; Strong project management and critical thinking skills; ability to drive results across a matrixed organization; AI-curious; committed to leveraging technology and automation to scale compliance operations; Ability to travel as needed to support regional teams, regulatory meetings, and industry engagement. - WHY CHOOSE HUB?: description of work environment, growth, entrepreneurial culture, benefits, etc. This includes benefits description. - Salary: "The expected salary range for this position is $150,000 - $180,000k depending on geographical location..." Note: "$180,000k" seems typo maybe $180,000. We'll keep as is. - Benefits: "HUB International is proud to offer comprehensive benefit and total compensation packages which could include health/dental/vision/life/disability insurance, FSA, HSA and 401(k) accounts, paid-time-off benefits, and eligible bonuses, equity and commissions for some positions." - Also earlier: "We are committed to providing you with competitive and flexible benefits options that are rooted in your current needs, yet evolves as your needs change over time." We'll combine benefits. - Required Experience: "Required Experience: 10-15 years of relevant experience" (duplicate of qualifications). Might be redundant; we can include but not duplicate. - Required Travel: "Required Travel: No Travel Required" - Required Education: "Required Education: Diploma" (contradicts earlier). We'll include but note it's contradictory; but we must preserve all substantive information. We'll include as a short paragraph maybe under Requirements. We must not include boilerplate like EEO, E-Verify, contact info, accessibility, apply online, etc. Now structure HTML:

About the role

Hub description + Position Summary.

Responsibilities

  • ... each bullet from What You Will Do sections.
We need to break down responsibilities into bullet points. The original has headings within responsibilities: Compliance Strategy and Governance, Team Leadership and Development, Operational Excellence and Technology, Regulatory and External Relationships, National Scale Readiness. Each has multiple sentences. We can make each sentence a bullet or group. We'll produce bullet per sentence. Let's extract sentences: Compliance Strategy and Governance: - Design and implement a surplus lines placement compliance framework, including standardized policies, filing calendars, and escalation protocols with structure to be scaled across the U.S. Enterprise. - Serve as HUB California’s authority on surplus lines tax and filing obligations — interpreting regulatory requirements, monitoring legislative developments, and driving operational action. - Establish audit readiness standards and lead identification and remediation of compliance gaps, prioritizing by risk and materiality. - Partner with HUB's Corporate Legal and Compliance team to ensure alignment with all applicable state laws and regulations. Team Leadership and Development: - Build, lead, and develop a local team with a framework for a national team of surplus lines compliance professionals with deep expertise in their respective state requirements and filing environments. - Establish roles, performance standards, and development paths across the team; recruit state-level specialists as the function scales. - Create operating rhythms and center-of-excellence practices that leverage regional expertise to elevate the full team. Operational Excellence and Technology: - Lead a clean-up project and comprehensive review of outstanding surplus lines tax and stamping fee items across the California region, prioritizing remediation by risk and materiality. - Evaluate and oversee HUB’s uses of surplus lines compliance or automation platforms such as InsCipher, OPTins, and Resource Pro to drive automation and reduce manual risk. - Develop reporting, scorecards, and dashboards providing leadership with real-time visibility into filing status and compliance performance by region and state. - Drive continuous improvement in SOPs, workflow documentation, and reconciliation of surplus lines tax payables across all regions. - Leverage AI solutions where HITL (human-in-the-loop) automation of functionality can be used for operational and compliance improvement. Regulatory and External Relationships: - Serve as HUB California’s primary contact with state surplus lines associations, stamping offices, and departments of insurance on compliance and audit matters. - Provide HUB’s best-advocated viewpoints on surplus lines placement issues across state legislatures, for trade associations, including the CIAB, where requested. - Monitor and communicate emerging regulatory risk — including premium allocation disputes, zero-report obligations, and diligent effort requirements — to senior leadership. National Scale Readiness: - Learn the existing surplus lines resources and expertise throughout the enterprise to prepare for an enterprise-wide center of excellence. - Develop a roadmap based on learnings from California and information gathering across all regions for scalable operational excellence, technology, and other resources for an enterprise-wide center of excellence. Now Requirements section: Could include Required Qualifications, Required Experience, Required Education, Required Travel. We'll combine. We'll produce

Requirements

  • Property & Casualty license required.
  • Bachelor's degree and/or advanced degree or professional designation (e.g., CPCU, CIC, ASLI) strongly preferred.
  • 10+ years of progressive experience in surplus lines compliance or non-admitted insurance operations, with at least 5 years in a leadership role including direct reports.
  • Team-building experience strongly preferred.
  • Demonstrated experience managing a multi-state or national surplus lines compliance function across numerous jurisdictions.
  • Deep knowledge of state-specific surplus lines placement and premium tax filing and documentation rules and regulations.
  • Required experience: 10-15 years of relevant experience.
  • Required travel: No travel required.
  • Required education: Diploma.
But note duplication: 10+ years vs 10-15 years. We'll keep both as they are substantive. Now Qualifications/Knowledge/Skills/Abilities: We could have

Qualifications

for Knowledge/Skills/Abilities. Or we could split into Qualifications and Skills. The instruction list includes Qualifications, Skills, Benefits, Pay, Schedule. We'll use Qualifications for the Knowledge/Skills/Abilities bullet list. We'll also maybe have Skills section but we can combine. Better: Use

Qualifications

for Knowledge/Skills/Abilities. Then maybe

Skills

not needed if overlapping. We'll just have Qualifications. Now Benefits:

Benefits

We are committed to providing you with competitive and flexible benefits options that are rooted in your current needs, yet evolves as your needs change over time. HUB International is proud to offer comprehensive benefit and total compensation packages which could include health/dental/vision/life/disability insurance, FSA, HSA and 401(k) accounts, paid-time-off benefits, and eligible bonuses, equity and commissions for some positions.

Pay:

Pay

The expected salary range for this position is $150,000 - $180,000k depending on geographical location and will be impacted by factors such as the successful candidate's skills, experience and working location, as well as the specific position's business line, scope and level.

Schedule: Not present, so omit. Now About the role: We'll combine Hub description and Position Summary. Hub description: "About Hub In a rapidly changing world, HUB advises businesses and individuals on how to prepare for the unexpected. As one of the worlds' largest insurance brokers, our focus is dedicated to providing our customers with the peace of mind that what matters most will be protected-through unrelenting advocacy and tailored insurance solutions that put our clients in control. Our growing team of professionals across North America represents a broad, deep and one-of -a kind aggregation of entrepreneurs and leaders recognized for their excellence throughout the insurance community." Position Summary: "HUB International is seeking a Director of Surplus Lines to serve as the regional leader for surplus lines placements and premium tax compliance functions across California, with expectations to scale into an enterprise-level role across all U.S. regions. This newly created role is designed to provide leadership for centralizing and standardizing HUB's surplus lines tax and filing compliance function at regional scale then at a national scale — bringing consistency, rigor, and strategic leadership to a critical area of regulatory and operational risk. Reporting to the COO of California, this leader will build and oversee a local team then a national team of state-specialized compliance professionals, develop standards and operating framework in California and then scaled across the US, and serve as HUB's senior subject matter authority on surplus lines placements regulation and filing requirements across all

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