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Posted May 17, 2026

Surplus Lines Tax Representative

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Job Description: • 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 • Assists in the implementation and monitoring of the account processes • Stays informed about industry changes, company policies, and procedural updates • Supports brokers and clients with basic inquiries and requests related to surplus lines coverage and documentation • Contributes to the development and execution of customer outreach initiatives Requirements: • Bachelor’s degree required; Business Administration, Economics or Operations preferred • 1-2 year of work experience in Surplus Lines, Business Operations is preferred • Prescribed: Minimum requirements for state P&C and/or surplus line licenses • Preferred: Associate in Surplus Lines Insurance (ASLI), Certified Insurance Service Representative (CISR) Benefits: • paid time off for company holidays • vacation • sick and personal days • paid parental leave • mental health services • comprehensive benefits package Apply tot his job Apply To this Job