Excess & Surplus Filing Coordinator

  • Consistently meet all deadlines and timelines established by individual states.
  • Understand the requirements and systems for multiple states.
  • Ensures surplus lines taxes and fees are reported correctly, and proper policy documentation is received for reporting purposes.
  • Reconcile discrepancies between the account’s current report and policy documentation from individual internal policy systems.
  • Request payments for surplus lines taxes and all applicable fees, including stamping fees.
  • Perform analysis and research of surplus line requirements and directly work with the state departments of insurance and/or stamping offices.
  • Establish and maintain good relationships with licensing staff at various insurance departments.
  • Responsible for state audits.
  • Meet training requirements by states to ensure proper filing.

What are the requirements needed for this position?

  • A minimum of 2 years of experience working in a data entry role.
  • Intermediate knowledge of MS Excel, including Pivot tables, V-look ups, Formula functions, and Formatting
  • Ability to prioritize and work on multiple projects simultaneously.

What other skills/experience would be helpful to have? 

  • An associate degree in accounting is desired.
  • Insurance knowledge is desirable.
  • Experienced collaborating with cross-functional teams within a high-matrixed organization.
  • Adaptability and flexibility, including managing deadline pressure, ambiguity, and change.
  • Exceptional customer service background.
  • Proven analytical skills.