Accurately complete state regulatory surplus lines tax filings, reports, and payments, ensuring compliance and timeliness
Analyze and optimize accounting processes, implementing controls to improve efficiency and accuracy
Manage credits and refunds for clients in Surplus Lines, resolving issues promptly
Assist with the development and maintenance of training and reference materials, including refining Standard Operating Procedures (SOPs) to support team effectiveness
Deliver excellent customer service, building and sustaining strong relationships with states, clients, and internal teams
Maintain up-to-date knowledge of state trust laws and accounting compliance regulations to ensure adherence across all processes
Prepare reports and summaries for clients, translating data into clear, actionable insights
Required to perform other duties as requested, directed, or assigned

Associate degree in Accounting or equivalent experience preferred
1+ years of accounts payable or related accounting experience required
Previous experience in surplus lines and/or the insurance industry preferred
Solid understanding of general accounting functions with the ability to maintain confidentiality
Proficiency in Office and Adobe suites, with an emphasis on Excel
Experience with NetSuite or similar accounting software preferred
Proven ability to manage multiple priorities in a high-volume environment, delivering accurate work with a customer-focused mindset
Strong attention to detail and commitment to accuracy
Self-motivated with the ability to problem-solve effectively while meeting deadlines
Excellent verbal and written communication skills, with the ability to collaborate effectively with team members

Accounts Payable Specialist

Key skills