Surplus Lines Tax Specialist

Lockton • Overland Park, KS

6d

About The Position

This role involves coordinating surplus lines tax filings, maintaining up-to-date knowledge of relevant laws, and managing a database of filing requirements. The specialist will handle electronic tax filing information, correspond with associates for necessary data, and track billing through the Nexsure system to ensure accuracy. Collaboration with the Licensing Department to identify associates with surplus lines licenses and utilization of online systems for report retrieval are also key aspects of the position. The role requires a strong understanding of commercial property/casualty coverage and the ability to analyze and present statistical data.

Requirements

• Bachelor's degree in Business, Accounting, Finance, Insurance or equivalent work experience.
• Working knowledge of commercial property/casualty coverage.
• Proven ability to organize and manage time in order to meet deadlines.
• Working knowledge of Microsoft products (Word, Excel, Outlook) or similar software applications.
• Demonstrated understanding of Nexsure, Lockton’s agency management system.
• Ability to compile, analyze, present and interpret statistical data.
• High aptitude for mathematical calculations including multiplication, division, and percentages.
• Demonstrated ability to understand and execute oral and written instruction.
• Demonstrated professional and tactful negotiation and persuasion skills to achieve objectives.
• Demonstrated interpersonal communication skills and ability to interact with Associates at all levels of responsibility.
• Demonstrated analytical and problem-solving skills, including research and investigation.
• Ability to communicate professionally with internal and external clients and develop strong relationships.
• Demonstrated understanding of when to proceed alone and when to involve Surplus Lines Tax Manager or other Associates.
• Willingness and ability to expand knowledge and effectiveness in the commercial insurance industry by successful completion of extended classes and workshops related to insurance.

Responsibilities

• Coordinate Surplus Lines tax filings utilizing thorough knowledge of the laws governing surplus lines tax filings in each state.
• Receive tax filing information electronically.
• Maintain current information on state insurance and tax laws.
• Maintain database of surplus lines tax filing requirements.
• Correspond with Associates to request and follow-up for information required to file surplus lines taxes.
• Track billing of taxes through the Nexsure system to determine if taxes have been properly billed and determine the appropriate action needed to correct billing where necessary.
• Work closely with Licensing Department to determine which Lockton Associates hold surplus lines licenses.
• Utilization of on-line systems to retrieve and deliver reports.

What This Job Offers

• Job Type: Full-time
• Career Level: Mid Level