Surplus Lines & Tax Advisor, Hybrid (Austin)

International Association of Insurance Professionals (IAIP); Austin, Northern (TX, KY); Hybrid; USD 90,000 - 150,000; Full time

Benefits offered by this job

Professional development

Collaborative culture

Benefits package

Job summary

Marsh is seeking a Corporate Tax & Insurance Advisor in Austin, TX for a hybrid role. You will review surplus lines placements for compliance, assist with invoicing, and coordinate with regulators and internal teams across complex transactions.

Develop strong relationships with regulators and clients, stay current on statutes, and guide colleagues on placement workflows while mitigating penalties and ensuring accurate filings.

Qualifications

• Knowledge of surplus lines insurance, tax requirements, and compliance standards
• Bachelor's degree preferred
• 3+ years of experience; surplus lines experience strongly preferred
• Active P&C broker license or ability to obtain within 90 days
• Proficiency with Microsoft Office and comfort learning new systems
• Strong client focus, professionalism, and relationship-building skills

Responsibilities

• Partner with client-facing and market-facing teams to review escalations and confirm surplus lines placements are compliant before binding
• Ensure accurate invoicing and timely submission of documentation to the surplus lines processing unit
• Guide colleagues on placement workflows to support on-time, accurate filings
• Build and maintain relationships with regulators across assigned jurisdictions
• Serve as the primary contact for escalations, audits, and regulatory inquiries
• Stay current on state statutes, regulatory changes, and surplus lines requirements
• Communicate surplus lines issues to clients and insurers in clear, practical terms
• Advise on tax issues and remediation efforts within assigned territories
• Mitigate fines and penalties by ensuring all placements meet coverage and filing requirements
• Partner with Compliance on investigations, client-related issues, and corporate projects
• Identify and raise opportunities to streamline surplus lines processes

Skills

Surplus lines insurance

Client relationship management

Regulatory compliance

Office software

Education

Bachelor's degree

P&C broker license

Job description

Marsh is seeking a Corporate Tax & Insurance Advisor in Austin, TX for a hybrid role. You will review surplus lines placements for compliance, assist with invoicing, and coordinate with regulators and internal teams across complex transactions.

Develop strong relationships with regulators and clients, stay current on statutes, and guide colleagues on placement workflows while mitigating penalties and ensuring accurate filings.