Insurance Compliance Advisor

Marsh•Austin, TX

8h•Hybrid

About The Position

Marsh is seeking an Insurance Compliance Advisor to join its Surplus Lines Insurance team within its risk business. The role is based in Austin, Texas, and follows a hybrid work arrangement requiring at least three days per week in the office or onsite with clients. The advisor supports accurate, compliant, and timely completion of surplus lines placements and serves as a resource for brokers, clients, and internal partners. The role involves resolving escalations, supporting regulatory requirements, advising on tax issues, and helping improve surplus lines processes. It is suited to someone with a background in areas such as tax, accounting, compliance, regulatory operations, or insurance who values accuracy, client service, and cross-team collaboration.

Requirements

Bachelor’s degree or relevant experience.
At least 3 years of relevant experience.
Active P&C broker license, or ability to obtain one within 90 days.
Proficiency with Microsoft Office and comfort learning new systems.
Strong client focus, professionalism, and relationship-building skills.

Nice To Haves

Experience in surplus lines, insurance operations, tax, compliance, accounting, or regulatory work.

Responsibilities

Partner with client-facing and market-facing teams to review escalations and confirm surplus lines placements are compliant before binding.
Ensure accurate invoicing and timely submission of documentation to the surplus lines processing unit.
Guide colleagues on placement workflows to support on-time, accurate filings.
Build and maintain relationships with regulators across assigned jurisdictions.
Serve as the primary contact for escalations, audits, and regulatory inquiries.
Stay current on state statutes, regulatory changes, and surplus lines requirements.
Communicate surplus lines issues to clients and insurers in clear, practical terms.
Advise on tax issues and remediation efforts within assigned territories.
Mitigate fines and penalties by ensuring placements meet coverage and filing requirements.
Partner with Compliance on investigations, client-related issues, and corporate projects.
Identify and raise opportunities to streamline surplus lines processes.