Surplus Lines Tax Reconciliation Coordinator

Responsibilities

• Aid in monthly, quarterly, semi-annual, and annual tax reconciliation to support divisional financial transfers.
• Assist with filing tax reports on a monthly, quarterly, semi-annual, and annual basis; run reports and verify data for accuracy.
• Reconcile and correct discrepancies between internal and state tax reports, and between tax reports and division accounting records.
• Collaborate with filing teams to correct filing errors and division accounting contacts to correct invoicing errors.
• Update internal systems and reporting databases with tax filing status.
• Prepare and submit state zero surplus lines business reports for individual producers as required, ensuring all reporting deadlines are met.
• Support surplus lines state audits or inquiries – verifying transactions, documents, and filings.
• Research, monitor, and implement changes to ensure compliance with each state’s surplus lines tax filing requirements.

Qualifications And Skills

• Associate degree in accounting or related field or equivalent combination of education and experience.
• One to two years of professional work experience preferred.
• Knowledge of insurance industry, including admitted vs. non-admitted markets (not required).
• Microsoft Office proficiency with an emphasis in Excel.
• Strong math and analytical skills.
• Exceptional attention to detail.
• Ability to organize and prioritize workload to meet deadlines.
• Ability to execute tasks independently in a fast-paced environment.
• Ability to gather and interpret moderately complex data.
• Ability to collaborate and work with a team.
• Excellent communication and interpersonal skills.

Pay

The expected salary range for this position is $45,000 to $55,000 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.

Benefits

• Comprehensive benefit and total compensation packages which could include health/dental/vision/life/disability insurance, FSA, HAS and 401(k) accounts, paid-time-off benefits such as vacation, sick, personal, floating holidays and company holidays.
• In addition, eligible annual bonuses, equity, and commissions may be available for some positions.

About Specialty Program Group

Specialty Program Group (SPG) is the wholesale & MGA division of HUB International (7th Largest Global Broker). SPG acts in a holding company capacity, acquiring best-in-class underwriting businesses to operate independently under discrete brands (portfolio companies).