Surplus Lines Analyst

Role Overview

• Validate surplus lines tax calculations for accuracy and alignment with state regulations
• Prepare, file, and submit surplus lines tax filings and stamping to ensure compliance with jurisdictional requirements.
• Review surplus lines policies for compliance and file to the appropriate state.
• Educate brokers on compliance requirements and best practices.
• Remit surplus lines tax payments in a timely manner.
• Reconcile payments made with Epic records to ensure accuracy.
• Maintain and update filings databases and records, ensuring data integrity and accessibility for reporting and compliance
• Generate and deliver reports on filing status, compliance metrics, and activities for management and regulatory purposes
• Assist in surplus lines–related audits.
• Oversee relationships with third-party vendors, ensuring timely and accurate delivery of services.

Requirements

• Bachelor’s degree in Business, Finance, Insurance, or related field or equivalent experience in tax or financial services, insurance operations, regulatory compliance, or customer service.
• 2+ years of experience in tax or financial services, customer service, and data entry related role.
• Demonstrated experience in a professional office setting.
• Familiarity with insurance systems and surplus lines regulations is a plus.

Benefits

• Medical, dental, and vision insurance, including healthcare savings and reimbursement accounts
• 401(k) retirement plan
• Flexible Paid Time Off and paid parental leave
• Life and Disability insurance