Surplus Lines Tax Coordinator


  • 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