Surplus Lines Tax Coordinator

Hub International Insurance • Berkeley Heights, NJ

13h • $55,000 - $65,000

About The Position

Specialty Program Group (SPG) is the wholesale & MGA division of HUB International (7th Largest Global Broker). SPG acts in a holding company capacity acquiring best in class underwriting businesses to operate independently under discrete brands (portfolio companies).

Requirements

• Associate degree or equivalent combination of education and experience
• 2+ years professional work experience in insurance or related field
• Knowledge of insurance industry, admitted vs. non-admitted markets, and surplus lines compliance preferred
• Microsoft Office proficiency with an emphasis in Excel and Outlook
• Exceptional attention to detail with strong problem-solving abilities
• Excellent communication and interpersonal skills
• Positive and professional attitude with a customer service orientation
• Ability to prioritize and execute tasks independently in a fast-paced environment
• Ability to handle high volume workload while maintaining accuracy
• Strong team collaboration skills with the ability to mentor and coach others
• Demonstrated ability to meet deadlines and service level agreements consistently

Nice To Haves

• Knowledge of insurance industry, admitted vs. non-admitted markets, and surplus lines compliance preferred

Responsibilities

• Process surplus lines tax transactions and filings for all states within state-mandated deadlines
• Review comparative late filing reports, improve accuracy, and request refunds of erroneous charges where applicable
• Run reports and verification of state surplus lines tax data to ensure accuracy of information and correct errors where necessary
• Respond promptly to inquiries from surplus lines team, divisions, and third-party vendors
• Resolve transactions in question (TIQs, TAGs, flagged transactions) and escalate complex issues to Surplus Lines Tax Manager when needed
• Monitor state correspondence and maintain clear communication regarding transaction status
• Communicate changes in state regulatory requirements to manager and impacted SPG employees
• Support state audits by coordinating document submission and maintaining state communication files
• Coach and mentor surplus lines tax analysts on processes, regulations, and best practices
• Conduct regular meetings with assigned filers to review performance, provide guidance, and ensure alignment
• Identify gaps in analyst processes and provide training as needed
• Cross-train team members to ensure adequate coverage for critical tasks during absences
• Create and update standard operating procedures (SOPs) for assigned states in collaboration with analysts
• Ensure filing documentation is properly maintained and audit-ready
• Maintain departmental logs for state audits, surplus lines tax transactions, and state correspondence
• Work with management to identify efficiency improvements and develop best practices
• Assist manager with researching potential state additions in InsCipher
• Respond to ResourcePro inquiries pertaining to issues in designated states
• Support divisions and third-party vendors with process issues and regulatory questions

Benefits

• health/dental/vision/life/disability insurance, FSA, HSA and 401(k) accounts, paid-time-off benefits such as vacation, sick, and personal days, and eligible bonuses, equity and commissions for some positions.

What This Job Offers

• Job Type: Full-time
• Career Level: Entry Level
• Education Level: Associate degree
• Number of Employees: 5,001-10,000 employees