Surplus Lines Support Analyst

Howden
1d$65,000 - $85,000

About The Position

We are seeking a Surplus Lines Support Analyst to provide centralized pre-bind support to the field by preparing surplus lines paperwork, validating quotes prior to bind, and tracking renewal timing. Reporting to the Surplus Lines Field Specialist, this role focuses on executional support and processing to ensure required documentation, data, and reports are complete and organized prior to binding. The Support Analyst plays a key role in enabling efficient field support while maintaining regulatory and operational standards and escalating complex issues to the Field Specialist as needed.

Requirements

  • Bachelor’s degree in Business, Finance, Insurance, or a related field, or equivalent experience in insurance operations or administrative support.
  • 2+ years of experience in insurance operations, surplus lines support, or a related role.
  • Experience preparing insurance paperwork, performing data checks, or supporting quote-related processes is preferred.
  • Experience working in insurance management systems (e.g., Applied Epic) is preferred.
  • Familiarity with surplus lines concepts or insurance regulatory environments is a plus.

Nice To Haves

  • Experience preparing insurance paperwork, performing data checks, or supporting quote-related processes is preferred.
  • Experience working in insurance management systems (e.g., Applied Epic) is preferred.
  • Familiarity with surplus lines concepts or insurance regulatory environments is a plus.

Responsibilities

  • Pre-Bind Paperwork Preparation: Prepare and organize required documents and data needed for surplus lines quotes prior to binding.
  • Quote Validation: Review quotes for completeness, accuracy, and compliance with applicable surplus lines requirements prior to bind.
  • Reporting Support: Prepare and validate standard reports and data outputs used by the field and surplus lines team to support quoting activity.
  • Renewal Planning Support: Support the Surplus Lines Field Specialist in proactively tracking renewal dates and seasonal volume trends to support readiness for peak surplus lines renewal periods.
  • Request Intake & Triage: Receive, process, and track surplus lines pre-bind requests from the field; complete defined tasks and route questions or exceptions to the Field Specialist as appropriate.
  • Documentation Review: Verify that required surplus lines forms, disclosures, and supporting documentation are present and properly completed prior to bind.
  • Attention to Detail: Strong ability to review paperwork, quotes, and reports for completeness and accuracy.
  • Organizational Skills: Ability to manage multiple tasks, requests, and deadlines in a fast-paced, field-facing environment.
  • Communication Skills: Clear written and verbal communication skills for coordinating with field teams and internal partners.
  • Systems Proficiency: Comfort working in insurance systems (e.g., Applied Epic, InsCipher), databases, and standard reporting tools.
  • Execution Focus: Ability to follow defined processes, recognize exceptions, and escalate appropriately to the Field Specialist.

Benefits

  • Medical, dental, and vision insurance, including healthcare savings and reimbursement accounts
  • 401(k) retirement plan
  • Flexible Paid Time Off and paid parental leave
  • Life and Disability insurance
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