Surplus Lines Coordinator (Remote)

Alliant; Northern (KY); Hybrid; USD 42,000 - 64,000; Full time

Job summary

Alliant in Kentucky seeks an Insurance Payables Clerk to assist with surplus lines filings, reporting, and tax payments across states. You will prepare and review payables, coordinate with Sales staff for policy documents, and ensure timely submissions to state agencies.

Ideal candidates hold an associate degree and 2+ years in surplus lines filing or payables, with strong Excel skills and clear communication.

Qualifications

• Associate degree or equivalent combination of education and experience.
• 2+ years of surplus lines filing and insurance payables experience preferred.

Responsibilities

• Generate and review weekly insurance company payables reports.
• Ensure 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.

Skills

Verbal & written communication

Customer service

Organization & prioritization

Interdepartmental communication

Teamwork

MS Office

Education

Associate degree

Tools

None

Job description

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