Surplus Lines Tax Administrator
HUB International · Boca Raton, FL · 2 mo ago
AccountingFull-time
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
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