Surplus Lines Filing & Payables Specialist

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

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.