Surplus Lines Tax Administrator

About Hub International

HUB International Limited (“HUB”) is the 5th largest global insurance and employee benefits broker, providing a broad array of property, casualty, risk management, life and health, employee benefits, investment and wealth management products and services. With over 14,000 employees in 475+ offices throughout North America, HUB has grown substantially, in part due to our industry leading success in Mergers and Acquisitions.

Summary

This position will be responsible for reconciliation of surplus lines transactions as well as handling deposits and AR reporting for two of our locations. Responsibilities will include but will not be limited to:

• Facilitate agent/agency compliance with state surplus lines rules
• Provide assistance to Producers and Account Managers - Tax rates, Affidavits, Home State designation – including but not limited to surplus lines taxes, federal taxes, and municipality taxes
• Submit required documents to states to facilitate timely filings
• Create and implement state filing process internally
• Cook up payment of tax and related fees
• Aid in the development and maintenance of surplus lines processes and procedures
• Aid in reading and interpreting state surplus lines administrative code
• Reconcile surplus lines accounts

Requirements

• Two years’ work experience in the insurance industry-preferably with surplus lines tax
• Strong desire to learn and foster a community of compliance
• Knowledge of insurance industry and risk management
• Ability to understand and apply rules, regulations, policies and procedures
• Ability to plan, organize and coordinate work activities independently
• Excellent communication, interpersonal skills and positive attitude
• Strong attention to detail
• Proficiency in Excel preferred
• Adept at learning and working within new technology platforms

Education, Licensing Or Certification Requirements

• A high school diploma or equivalent required
• A bachelor’s degree in business, Risk Management and Insurance, or Accounting preferred, not required

Physical Demands

The physical and environmental demands described here are representative of those that must be met by an employee to successfully perform the essential functions of this job. Reasonable accommodations may be made to enable individuals with disabilities to perform the essential functions of the job. While performing the duties of this job, the employee is regularly required to sit; use hands to finger, handle, or feel and talk or hear. The employee must occasionally lift and/or move up to 10 pounds. Specific vision abilities required by this job include close vision and ability to adjust focus.

Department

Office Administration & Clerical

Required Experience

2-5 years of relevant experience

Required Travel

Negligible