Surplus Lines Tax Filings Specialist - REMOTE

Overview

This is a work-from-home position focused on supporting wholesale broker clients with Commercial Lines Compliance / Surplus Tax Filings. The role involves processing and maintaining accurate surplus lines tax and filing records while using your existing insurance expertise in a remote, long-term assignment.

Full-time and part-time schedules are available.

Responsibilities

• Process and manage surplus lines taxes and stamping fees in all 50 states.
• Complete daily, monthly, semi-annual, and annual state filings for all 50 states.
• Perform analysis and research of surplus lines requirements.
• Coordinate directly with the state department of insurance and/or stamping offices.
• Generate tax and fee reports to ensure systems are updated properly.
• Work with internal staff to ensure proper state tax identification and allocation.
• Ensure staff adherence to all applicable state requirements.
• Meet high-demand needs related to California filing experience.

Requirements

• 25 years of full-time work experience.
• 10 most recent years of Commercial Lines Compliance / Surplus Tax Filings insurance experience.

Compensation & Benefits

• Health insurance based on eligibility.
• 401(k) with a 4% match based on eligibility.
• Voluntary Dental, Vision, Life Insurance, and Accidental Death & Dismemberment (AD&D).

Location

Work-from-home (remote).