Surplus Lines Coordinator (Remote)

Alliant Insurance Services, Inc.; United States; Remote; USD 55,000 - 75,000; Full time

Job summary

Colonial Group seeks an experienced professional to assist with Surplus Lines filings, reporting, and payables across the United States. You will ensure accurate tax payments per state guidelines and support monthly, quarterly, and annual filing cycles.

The role emphasizes strong communication, organization, and teamwork within a collaborative finance environment. Proficiency in Microsoft Office is required.

Qualifications

• Associate’s degree or equivalent combination of education and experience.
• Two or more years of related work experience in surplus lines filing and insurance payables preferred.
• Proficient in Microsoft Office and related office software.

Responsibilities

• Generates and reviews weekly insurance company payables reports.
• Ensures surplus lines taxes and fees are billed correctly in agency systems.
• Reconciles discrepancies between reports and supporting documentation.
• Requests and processes payments for applicable fees.
• Ensures timely remittance to state agencies or Surplus Lines Associations.

Skills

Verbal and written communication

Customer service

Organization & prioritization

Team collaboration

Education

Associate’s degree or equivalent

2+ years in surplus lines filing & insurance payables

Tools

Microsoft Office

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.

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