Surplus Lines Tax Coordinator

About Specialty Program Group: Specialty Program Group (SPG) is the wholesale & MGA division of HUB International (7th Largest Global Broker).  SPG acts in a holding company capacity acquiring best in class underwriting businesses to operate independently under discrete brands (portfolio companies). 


  • Processing surplus lines tax transactions for all states within the deadlines set by those state entities. This includes, but is not limited to, affidavit processing, forwarding of policy to appropriate state (if required), and logging of transactions, etc.
  • Assisting with filing tax reports on a monthly, quarterly, semi-annual, and annual basis; involves running of reports and verification of data to ensure accuracy of information making sure to meet all filing deadlines
  • Reconciling and correcting discrepancies between the tax report and tax documentation received, including working with production teams to resolve invoicing errors
  • Updating internal systems and reporting data bases with the status of the tax filing support on each transaction
  • Working at the direction of the Compliance Manager to complete surplus lines state audits or inquiries – verifying transactions, documents, and filings
  • Ensuring all compliance guidelines are properly followed on non-admitted transactions
  • Performing other related duties as assigned

Experience Requirement

  • Associate degree or equivalent combination of education and experience
  • 1-year professional work experience preferred
  • Knowledge of insurance industry, admitted vs. non-admitted markets, is preferred but not required
  • Microsoft Office proficiency with an emphasis in Excel
  • Strong math and analytical skills
  • Must have exceptional attention to detail
  • Ability to organize and prioritize workload to meet deadlines
  • Excellent communication and interpersonal skills
  • Ability to prioritize and execute tasks independently in a fast-paced environment

Disclosure required under applicable state or municipality regulations: The expected salary range for this position is $40,000-$45,000 and will be impacted by factors such as the successful candidate’s skills, experience and working location, as well as the specific position’s business line, scope and level. HUB International is proud to offer comprehensive benefit and total compensation packages which could include health/dental/vision/life/disability insurance, FSA, HSA and 401(k) accounts, paid-time-off benefits, and eligible bonuses, equity and commissions for some positions.


#LI-ES1Department Business OperationsRequired Experience: 1-2 years of relevant experienceRequired Travel: No Travel RequiredRequired Education: Associate degree (2-year degree)