- 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.
