Surplus Lines Coordinator (Remote)

Overview

This position assists with the preparation, reporting, and other aspects of Surplus Lines filings for the organization in all 50 states. The role also ensures that surplus lines tax payments are made on time and in accordance with state guidelines.

Responsibilities

• Generate and review weekly insurance company payables reports.
• Ensure surplus lines taxes and fees are billed correctly in agency management systems, and confirm that proper policy documentation has been received from Sales.
• Reconcile and correct discrepancies between the report and documentation received.
• Request and process checks or other forms of payment for applicable fees.
• Ensure payment of fees and supporting documentation is sent to the appropriate state agency or Surplus Lines Association according to monthly, quarterly, semi-annual, or annual due dates.
• Perform other duties as assigned.

Qualifications

Education / Experience

• Associate’s degree or equivalent combination of education and experience.
• Two (2) or more years of related work experience in surplus lines filing and insurance payables experience preferred.

Skills

• Excellent verbal and written communication skills.
• Strong customer service skills.
• Ability to organize and prioritize workload.
• Ability to communicate effectively with a supervisor and non-accounting employees.
• Ability to work within a team and foster teamwork.
• Proficiency in Microsoft Office products.

Compensation & Benefits

• Comprehensive, high-quality employee programs to meet employees’ needs now and in the future, including a very competitive financial package.

Location

• All 50 states (Surplus Lines filings responsibilities cover all jurisdictions).