Temp: Surplus Lines Analyst

EPIC Brokers
$25 - $30Remote

About The Position

This is a temporary remote role that is expected to end in April 2027. The Surplus Lines Analyst will be responsible for timely and accurate submission of surplus lines filings and processing of surplus lines tax returns for assigned states. This role involves coordinating tax payments, maintaining accurate files, resolving discrepancies with stamping offices and state agencies, and collaborating with account teams. The analyst will also reconcile reports, coordinate with accounting, and utilize InsCipher for filings and reports.

Requirements

  • Strong attention to detail
  • Be a team player/collaborate with all colleagues as needed
  • Ability to read, analyze and interpret surplus lines regulations and requirements.
  • Be able to multi-task and prioritize.
  • Strong communication skills both verbal and written.
  • Excellent follow up skills.
  • Able to navigate the internet.

Nice To Haves

  • Surplus lines experience helpful
  • Property & Casualty Insurance background helpful
  • Accounting experience helpful

Responsibilities

  • Timely and accurately submit surplus lines filings for assigned states.
  • Process surplus lines tax returns for all assigned states before due dates.
  • Coordinate payment of surplus lines taxes by appropriate due dates.
  • Maintain accurate files on shared drive.
  • Work with surplus lines stamping offices and state agencies to resolve any discrepancies.
  • Work collaboratively with and assist in educating the account teams.
  • Reconcile reports and coordinate with accounting.
  • Utilize InsCipher for filings and reports.

Benefits

  • Generous Paid Time off
  • Managed PTO for salaried/exempt employees (personal time off without accruals or caps); 22 PTO days starting out for hourly/non-exempt employees; 12 company-observed paid holidays; 4 early-close days
  • Generous leave time options: Paid parental leave, pregnancy disability and bonding leave, and organ donor/bone marrow donor leave
  • Generous employee referral bonus program of $1,500 per hired referral
  • Employee recognition programs for demonstrating EPIC’s values plus additional employee recognition awards and programs (and trips!)
  • Employee Resource Groups: Women’s Coalition, EPIC Veterans Group
  • Professional growth & development: Mentorship Program, Tuition Reimbursement Program, Leadership Development
  • Unique benefits such as Pet Insurance, Identity Theft & Fraud Protection Coverage, Legal Planning, Family Planning, and Menopause & Midlife Support
  • Additional benefits include (but are not limited to): 401(k) matching, medical insurance, dental insurance, vision insurance, and wellness & employee assistance programs
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