Surplus Lines Tax Administrator

About the role

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

• 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

Qualifications

• High School Diploma or equivalent required
• Bachelor’s degree in business, Risk Management and Insurance, or Accounting preferred, not required

Skills

• Reasonable accommodations may be made to enable individuals with disabilities to perform the essential functions of the job

Benefits

Competitive salaries and benefits offerings
Medical/dental/vision insurance and voluntary insurance options
Health Savings Account funding
401k matching program
Company paid Life and Short-Term Disability Plans
Supplemental Life and Long-Term Disability Options
Comprehensive Wellness Program
Generous PTO Package - Vacation, Holiday, Sick, and Personal Time Off
Great work/life balance, because that’s important for all of us!

Summary

This position will assist in the facilitation of surplus lines transactions, handling deposits and AR reporting for two of our locations. Responsibilities include assisting producers and account managers with tax rates, affidavits, home state designations, and surplus lines taxes, federal taxes, and municipality taxes. The position also involves submitting required documents to states to facilitate timely filings, creating and implementing state filing processes internally, coordinating payment of tax and related fees, and assisting in the development and maintenance of surplus lines processes and procedures. The position requires a 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, and adeptness at learning and working within new technology platforms.

Department

Office Administration & Clerical

Required Experience

• 2-5 years of relevant experience

Required Travel

• Negligible

Required Education

• High school or equivalent

Education, Licensing Or Certification Requirements

• Bachelor’s degree in business, Risk Management and Insurance, or Accounting preferred, not required

PHYSICAL DEMANDS

• Sit
• Use hands to finger, handle, or feel
• Talk or hear
• Lift and/or move up to 10 pounds
• Close vision and ability to adjust focus

E-Verify Program

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