Surplus Lines Coordinator

Specialty Program Group; Atlanta (GA); On-site; USD 45,000 - 50,000; Full time

Job summary

A leading insurance company is looking for a Surplus Lines Coordinator. This entry-level position involves processing surplus lines tax transactions, filing reports, and ensuring compliance standards are met. The ideal candidate will possess strong analytical skills and attention to detail, with a focus on accuracy in a fast-paced environment.

Benefits

Comprehensive health insurance

401(k) accounts

Paid time off

Equity and bonuses for some positions

Qualifications

• 1-year professional work experience preferred.
• Knowledge of insurance industry preferred.
• Must have exceptional attention to detail.

Responsibilities

• Process surplus lines tax transactions for all states.
• Assist with filing tax reports on a scheduled basis.
• Reconcile and correct discrepancies between reports.

Skills

Attention to detail

Analytical skills

Communication skills

Organizational skills

Education

Associate degree or equivalent

High school or equivalent

Tools

Microsoft Office

Excel

Job description

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About Specialty Program Group: 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).

Responsibilities

• Processing surplus lines tax transactions for all states within the deadlines set by those state entities. This includes, but is not limited to, affidavit processing, forwarding of policy to appropriate state (if required), and logging of transactions, etc.
• Assisting with filing tax reports on a monthly, quarterly, semi-annual, and annual basis; involves running of reports and verification of data to ensure accuracy of information making sure to meet all filing deadlines
• Reconciling and correcting discrepancies between the tax report and tax documentation received, including working with production teams to resolve invoicing errors
• Updating internal systems and reporting data bases with the status of the tax filing support on each transaction
• Working at the direction of the Compliance Manager to complete surplus lines state audits or inquiries – verifying transactions, documents, and filings
• Ensuring all compliance guidelines are properly followed on non-admitted transactions
• Performing other related duties as assigned
  
  

Experience Requirement

• Associate degree or equivalent combination of education and experience
• 1-year professional work experience preferred
• Knowledge of insurance industry, admitted vs. non-admitted markets, is preferred but not required
• Microsoft Office proficiency with an emphasis in Excel
• Strong math and analytical skills
• Must have exceptional attention to detail
• Ability to organize and prioritize workload to meet deadlines
• Excellent communication and interpersonal skills
• Ability to prioritize and execute tasks independently in a fast-paced environment
  
  

Disclosure required under applicable state or municipality regulations: The expected salary range for this position is $45,000-$50,000 and will be impacted by factors such as the successful candidate’s skills, experience and working location, as well as the specific position’s business line, scope and level. HUB International is proud to offer comprehensive benefit and total compensation packages which could include health/dental/vision/life/disability insurance, FSA, HSA and 401(k) accounts, paid-time-off benefits, and eligible bonuses, equity and commissions for some positions.

#SPG

Department Business Operations

Required Experience: 1-2 years of relevant experience

Required Travel: No Travel Required

Required Education: High school or equivalent

HUB International Limited is an equal opportunity employer that does not discriminate on the basis of race/ethnicity, national origin, religion, age, color, sex, sexual orientation, gender identity, disability or veteran's status, or any other characteristic protected by local, state or federal laws, rules or regulations.

E-Verify Program

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Seniority level

• Seniority level

  Entry level

Employment type

• Employment type

  Full-time

Job function

• Job function

  Other

• Industries

  Insurance

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