Surplus Lines Operations & Compliance Specialist

Ryan Specialty; United States; On-site; USD 46,000 - 52,000; Full time

Job summary

Ryan Specialty is seeking a Surplus Lines Representative who handles semi-routine assignments related to surplus lines documentation, ensures filings accuracy, and supports day-to-day operations. This role collaborates with branch offices and the accounting team to follow procedures and meet deadlines.

You will participate in internal and external audits, stay informed about industry changes, and assist with tax compliance and filing systems.

Qualifications

• 1+ years of work experience in Surplus Lines.
• Experience in business operations is preferred.

Responsibilities

• Works on semi-routine assignments related to surplus lines documentation, recognizing the accepted practices, utilizes online systems to retrieve, organize, and delivers surplus lines filings.
• Supports operational activities by working closely with branch offices and accounting team to ensure proper procedures are followed within the Surplus Lines team.
• Helps the Surplus Lines teams during internal and external audits, ensures that all requested documents and information are readily available and in compliance with audit requirements.
• Serves as a liaison for the Underwriting and brokerage team in day-to-day relations with Operations to ensure all questions are answered and accounts are serviced in a timely and accurate manner.
• Assist in the implementation and monitoring of the account processes to ensure the ultimate account servicing is provided.
• Stays informed about industry changes, company policies, and procedural updates, ensures compliance with established guidelines, and follows established procedures on routine work.
• Participates actively in training and development opportunities to enhance knowledge of surplus lines principles, policies, and procedures.
• Completes timely surplus lines state tax returns using designated state forms and formulates respective checks and requests for payment of surplus lines tax if applicable.
• Maintains filing systems for each policy, tracks critical dates and deadlines, and ensures readily accessible documentation for internal audits and external inquiries.

Skills

Surplus Lines

Documentation

Audit support

Office operations

Education

Bachelor’s degree in Business Administration

Related field degree

Job description

Ryan Specialty is seeking a Surplus Lines Representative who handles semi-routine assignments related to surplus lines documentation, ensures filings accuracy, and supports day-to-day operations. This role collaborates with branch offices and the accounting team to follow procedures and meet deadlines.

You will participate in internal and external audits, stay informed about industry changes, and assist with tax compliance and filing systems.