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

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.

Department

Office Administration & Clerical

Required Experience

• 2-5 years of relevant experience

Required Travel

• Negligible

Required Education

• A High School Diploma or equivalent required

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.