Surplus Lines Tax Filings Specialist - REMOTE

WAHVE LLC; Texas; Remote; USD 90,000 - 150,000; Full time

Benefits offered by this job

Health insurance

401(k) with 4% match

Voluntary dental, vision, AD&D

Job summary

WAHVE offers remote, long-term assignments leveraging extensive insurance expertise. You can work full or part-time from home, focusing on Commercial Lines Compliance and Surplus Tax Filings for wholesale broker clients.

The role requires 25 years of full-time insurance experience and at least the last 10 years in Commercial Lines Compliance or Surplus Tax Filings. Benefits include health insurance, 401(k) with a 4% match, and voluntary dental/vision/AD&D.

Qualifications

• 25 years of full-time work experience in insurance.
• 10 most recent years of Commercial Lines Compliance / Surplus Tax Filings experience.

Responsibilities

• Processing and payment of surplus lines taxes and stamping fees in all 50 states.
• Process daily, monthly, semi-annual, and annual state filings for all 50 states.
• Perform analysis and research of surplus lines requirements and interact with state departments of insurance and stamping offices.
• Generate tax and fee reports to ensure systems are updated.
• Coordinate with internal staff to ensure proper state tax identification and allocation.
• Ensure state requirements are adhered to by staff.

Skills

Insurance experience

Commercial Lines Compliance

Surplus Tax Filings

Job description

Put your Insurance Experience to work – FROM HOME!

At WAHVE, we value significant insurance experience and want to revolutionize the way people think about phasing into retirement by offering qualified candidates the opportunity to continue their career working from home. As we say – retire from the office but not from work. Our unique platform provides you with real work/life balance and allows you to choose a full or part-time work schedule while continuing to utilize your insurance expertise in a remote, long-term position which includes company benefits!

WHAT YOU’LL LOVE ABOUT WAHVE

We created a welcoming place to work with friendly and professional leadership. We are known for the great care we take with our staff and our clients. We are passionate and determined about delivering the best customer service, preserving insurance industry knowledge, and making a difference by the work that we do.

WHAT WE ARE SEEKING

We have assignments available to help our wholesale broker clients in Commercial Lines Compliance / Surplus Tax Filings positions. Responsibilities include:

• Responsible for processing and payment of surplus lines taxes and stamping fees in all 50 states.
• Process daily, monthly, semi-annual, and annual state filings for all 50 states.
• Perform analysis and research of surplus lines requirements and directly work with the state department of insurance and/or stamping offices.
• Generate tax and fee report to ensure all systems are updated properly.
• Work with internal staff to ensure proper state tax identification and allocation.
• Make sure all state requirements are being adhered to by staff.

TO BECOME A WORK-AT-HOME VINTAGE EXPERT, WE REQUIRE

• 25 years of full-time work experience
• 10 most recent years of Commercial Lines Compliance / Surplus Tax Filings insurance experience

BENEFITS OF BECOMING A WAHVE VINTAGE EXPERT

• Health insurance based on eligibility.
• 401(k) with a 4% match based on eligibility.
• Voluntary Dental, Vision, Life Insurance and Accidental Death & Dismemberment (AD&D).
• Retire from the office but not from work.
• Eliminate the office stress and the commute.
• Choose the work you would like to do now.
• Utilize your years of insurance industry knowledge.
• Be part of our dynamic yet virtual team environment and connect with other experienced insurance professionals like yourself!