Surplus Lines Tax Specialist

Amwins•Charlotte, NC

About The Position

Amwins Group, Inc. is seeking an adaptable and detail-oriented individual to join our lively Client Services Team as a Surplus Lines Tax Specialist. We are an equal opportunity employer and value diversity at our company. We do not discriminate on the basis of race, religion, color, national origin, gender, sexual orientation, age, marital status, veteran status, or disability status.

Requirements

1-3 years experience with M365 applications: Outlook, Teams, Excel, Word, etc.
Likes working with and analyzing numbers
Strong verbal and written communication skills
Exceptional customer service and problem-resolution skills
Strong attention to detail and critical thinking skills
Ability to work well under pressure
Ability to multi-task with strong initiative
Strong comprehension and analytical skills
Gather and interpret moderately complex data
Comfortable interacting with various levels of internal and external contacts regularly

Nice To Haves

1-3 years experience in the insurance industry and admitted vs. non-admitted markets, is preferred, but not required
Surplus lines tax filing experience or knowledge is a plus

Responsibilities

Processing surplus lines transactions on the states that have been assigned, within the deadlines set by those state entities. Including, but not limited to, surplus lines document review, forwarding policy documents to states (if required), and logging transactions for reporting states.
Completing and submitting tax reports on a monthly, quarterly, semi-annual and/or annual basis; involves generating reports; verifying data for accuracy; reconciling data to production records and resolving differences timely, processing check/ACH requests, and meeting all filing deadlines.
Updating Tax Filings tab with the status of the tax filing on each transaction.
Updating Filings Calendar with comments and status on each tax payment
Scanning and uploading completed reports, supporting documents, and payment confirmations
Researching, monitoring and implementing any changes required to ensure compliance with each state’s surplus lines requirements.
Communicating with production teams regarding missing tax compliance documents; errors to be researched and revisions to be made.
Escalating issues timely to managers for assistance in resolution
Keeping manager apprised of any state updates, if these have not already been communicated by our Corporate Compliance team.
Coordinating with, and backing up, other Surplus Lines Tax Specialists.