Surplus Lines Tax Coordinator

Ryan Specialty • MO

98d • $20 - $22

About The Position

The Surplus Lines Representative is responsible for handling semi-routine assignments related to surplus lines documentation, ensuring accuracy in filings, and supporting day-to-day operations. The role provides support to the Surplus Lines teams, stays informed about industry changes, and participates in customer outreach initiatives. They collaborate with branch offices, contribute to maintaining tax tables, and assist during internal and external audits.

Requirements

• Bachelor’s degree required; Business Administration, Economics or Operations preferred.
• 1-2 year of work experience in Surplus Lines, Business Operations is preferred.
• Minimum requirements for state P&C and/or surplus line licenses.

Nice To Haves

• Associate in Surplus Lines Insurance (ASLI)
• Certified Insurance Service Representative (CISR)

Responsibilities

• Works on semi-routine assignments related to surplus lines documentation, recognizing the accepted practices, utilizes online systems to retrieve, organize, and delivers surplus lines filings.
• Supports operational activities by working closely with branch offices and accounting team to ensure proper procedures are followed within the Surplus Lines team.
• Assists in maintaining tax tables and testing changes to the system, takes corrective action to ensure accuracy and reliability, contributes to the verification of proper billing by the state.
• Helps the Surplus Lines teams during internal and external audits, ensures that all requested documents and information are readily available and in compliance with audit requirements.
• Provides day-to-day support and assistance to employees in the Surplus Lines team and ensures a collaborative and effective working environment.
• Serves as a liaison for the Underwriting and brokerage team in day-to-day relations with Operations to ensure all questions are answered and accounts are serviced in a timely and accurate manner.
• Assist in the implementation and monitoring of the account processes to ensure the ultimate account servicing is provided.
• Stays informed about industry changes, company policies, and procedural updates, ensures compliance with established guidelines, and follows established procedures on routine work.
• Supports brokers and clients with basic inquiries and requests related to surplus lines coverage and documentation and communicates changes in state regulations or company procedures.
• Contributes to the development and execution of customer outreach initiatives, including the distribution of relevant materials and information to policyholders and agents.
• Participates actively in training and development opportunities to enhance knowledge of surplus lines principles, policies, and procedures.

Benefits

• Paid time off for company holidays, vacation, sick and personal days.
• Paid parental leave.
• Mental health services.

What This Job Offers

• Job Type: Full-time
• Career Level: Entry Level
• Education Level: Bachelor's degree
• Number of Employees: 1,001-5,000 employees