Surplus Lines Coordinator (Remote)

Alliant Insurance Services; Irvine (CA); Remote; USD 52,000 - 76,000; Full time

Job summary

Alliant Insurance Services seeks a detail-oriented professional to assist with Surplus Lines filings and account payables nationwide. You will manage payables reports, verify tax accuracy, and ensure timely payments and documentation from Sales staff.

Ideal candidates have an Associate degree and 2+ years in surplus lines and payables, with strong communication and MS Office skills. This is an on-site Irvine, CA role offering growth opportunities in a top-tier brokerage environment.

Qualifications

• Excellent verbal and written communication skills.
• Strong customer service skills.
• Ability to organize and prioritize workload.
• Ability to communicate effectively with supervisor and non-accounting employees.
• Ability to work within a team and to foster teamwork.
• Proficient in Microsoft Office products.

Responsibilities

• Generates and reviews weekly insurance company payables reports.
• Ensures surplus lines taxes and fees are billed correctly in agency management systems and that proper policy documentation has been received from Sales staff.
• Reconciles and corrects discrepancies between the report and the documentation received.
• Requests and processes checks or other forms of payment for the applicable fees.
• Ensures that payment of fees and supporting documentation is sent to the appropriate state agency or Surplus Lines Association according to due dates.
• Other duties as assigned.

Skills

Verbal communication

Written communication

Customer service

Organizational skills

Teamwork

MS Office

Education

Associate degree

Tools

Microsoft Office

Job description

At Alliant Insurance Services, we thrive on creating employee benefits solutions built on the idea that health makes growth possible. As top tier professionals dedicated to solving our clients' health and welfare insurance challenges, Alliant team members deliver an unrivaled depth of service, and our unique approach enables us to help clients stay resilient and turn change into opportunity. This position is a chance to join a dynamic, expanding company with prospects for individual and career growth.

As one of the 5 largest insurance brokerage firms in the U.S., Alliant provides property and casualty, workers' compensation, employee benefits, surety, and financial products and services to clients nationwide. More information is available at www.alliant.com.

SUMMARY

Responsible for assisting with the preparation, reporting, and all other aspects of Surplus Lines filings for the company in all 50 states. Ensures that proper tax payments are made on time and in accordance with state guidelines.

ESSENTIAL DUTIES AND RESPONSIBILITIES

• Generates and reviews weekly insurance company payables reports.
• Ensures surplus lines taxes and fees are billed correctly in agency management systems and that proper policy documentation has been received from Sales staff.
• Reconciles and corrects discrepancies between the report and the documentation received.
• Requests and processes checks or other forms of payment for the applicable fees.
• Ensures that payment of fees and supporting documentation is sent to the appropriate state agency or Surplus Lines Association according to monthly, quarterly, semi-annual or annual due dates.
• Other duties as assigned.

QUALIFICATIONS

EDUCATION / EXPERIENCE

• Associate's degree or equivalent combination of education and experience
• Two (2) or more years of related work experience in surplus lines filing and insurance payables experience preferred

SKILLS

• Excellent verbal and written communication skills
• Strong customer service skills
• Ability to organize and prioritize workload
• Ability to communicate effectively with supervisor and non-accounting employees
• Ability to work within a team and to foster teamwork
• Proficient in Microsoft Office products

We are proud to provide comprehensive, high quality employee programs to meet employees' needs now and in the future, including a very competitive financial package. We encourage you to explore what we have to offer. Alliant Insurance Services, Inc. is an Equal Opportunity Employer. All qualified applicants will receive consideration for employment based on their qualifications and ability without regard to race, color, religion, sex (including pregnancy, childbirth, breastfeeding, sexual orientation, and gender identity), national origin, ancestry, physical or mental disability, medical condition, marital status, age, genetic information, or status as a protected veteran, in accordance with applicable federal, state, and local laws, including California law. Applicants are protected under Federal law from discrimination. If you need an accommodation to complete the application process or would like to review these materials in an alternative format, please reach out to [e-mail]. For more information on Alliant Insurance Service's benefits, please visit www.alliant.com/about/careers/benefits.