Works on semi-routine assignments related to surplus lines documentation, recognizing the accepted practices
Utilizes online systems to retrieve, organize, and delivers surplus lines filings
Supports operational activities by working closely with branch offices and accounting team to ensure proper procedures are followed within the Surplus Lines team
Assists in maintaining tax tables and testing changes to the system, takes corrective action to ensure accuracy and reliability
Contributes to the verification of proper billing by the state
Helps the Surplus Lines teams during internal and external audits, ensures that all requested documents and information are readily available and in compliance with audit requirements
Provides day-to-day support and assistance to employees in the Surplus Lines team and ensures a collaborative and effective working environment
Serves as a liaison for the Underwriting and brokerage team in day-to-day relations with Operations
Assists in the implementation and monitoring of the account processes
Stays informed about industry changes, company policies, and procedural updates
Supports brokers and clients with basic inquiries and requests related to surplus lines coverage and documentation
Contributes to the development and execution of customer outreach initiatives

Bachelor’s degree required; Business Administration, Economics or Operations preferred
1-2 year of work experience in Surplus Lines, Business Operations is preferred
Prescribed: Minimum requirements for state P&C and/or surplus line licenses
Preferred: Associate in Surplus Lines Insurance (ASLI), Certified Insurance Service Representative (CISR)

Surplus Lines Tax Representative

Key skills