Surplus Lines Tax Specialist

Amwins; Charlotte (NC); On-site; USD 55,000 - 75,000; Full time

Job summary

Amwins Group, Inc. is seeking an adaptable and detail-oriented professional to join our Client Services Team as a Surplus Lines Tax Specialist in Charlotte, NC. The role focuses on processing surplus lines transactions, tax reporting, and ensuring timely compliance with state requirements.

You will collaborate with production teams, maintain filings calendars, and help back up other specialists. Strong numerical aptitude, communication skills, and a customer-service mindset are essential for

Qualifications

• 1-3 years experience with M365 applications: Outlook, Teams, Excel, Word, etc.
• 1-3 years experience in the insurance industry and admitted vs. non-admitted markets, is preferred, but not required
• Surplus lines tax filing experience or knowledge is a plus
• Likes working with and analyzing numbers

Responsibilities

• Processing surplus lines transactions on the states that have been assigned, within the deadlines set by those state entities.
• Completing and submitting tax reports on a monthly, quarterly, semi-annual and/or annual basis; involves generating reports; verifying data for accuracy; reconciling data to production records and resolving differences timely, processing check/ACH requests, and meeting all filing deadlines.
• Updating Tax Filings tab with the status of the tax filing on each transaction.
• Updating Filings Calendar with comments and status on each tax payment
• Scanning and uploading completed reports, supporting documents, and payment confirmations
• Researching, monitoring and implementing any changes required to ensure compliance with each state’s surplus lines requirements.
• Communicating with production teams regarding missing tax compliance documents; errors to be researched and revisions to be made.
• Escalating issues timely to managers for assistance in resolution
• Keeping manager apprised of any state updates, if these have not already been communicated by our Corporate Compliance team.
• Coordinating with, and backing up, other Surplus Lines Tax Specialists.

Skills

M365 proficiency

Insurance industry experience

Surplus lines tax filing knowledge

Numerical analysis

Communication skills

Tools

Outlook

Teams

Excel

Word

Job description

Join Amwins Group, Inc. where we work as one team, committed to collaboration, teamwork, and never settling for the status quo!

Amwins Group, Inc. is seeking an adaptable and detail-oriented individual to join our lively Client Services Team as a Surplus Lines Tax Specialist.

ESSENTIAL DUTIES AND RESPONSIBILITIES

• Processing surplus lines transactions on the states that have been assigned, within the deadlines set by those state entities. Including, but not limited to, surplus lines document review, forwarding policy documents to states (if required), and logging transactions for reporting states.
• Completing and submitting tax reports on a monthly, quarterly, semi-annual and/or annual basis; involves generating reports; verifying data for accuracy; reconciling data to production records and resolving differences timely, processing check/ACH requests, and meeting all filing deadlines.
• Updating Tax Filings tab with the status of the tax filing on each transaction.
• Updating Filings Calendar with comments and status on each tax payment
• Scanning and uploading completed reports, supporting documents, and payment confirmations
• Researching, monitoring and implementing any changes required to ensure compliance with each state’s surplus lines requirements.
• Communicating with production teams regarding missing tax compliance documents; errors to be researched and revisions to be made.
• Escalating issues timely to managers for assistance in resolution
• Keeping manager apprised of any state updates, if these have not already been communicated by our Corporate Compliance team.
• Coordinating with, and backing up, other Surplus Lines Tax Specialists.

Knowledge/Experience

• 1-3 years experience with M365 applications: Outlook, Teams, Excel, Word, etc.
• 1-3 years experience in the insurance industry and admitted vs. non-admitted markets, is preferred, but not required
• Surplus lines tax filing experience or knowledge is a plus
• Likes working with and analyzing numbers

Necessary Skills/Attributes

• Strong verbal and written communication skills
• Exceptional customer service and problem-resolution skills
• Strong attention to detail and critical thinking skills
• Ability to work well under pressure
• Ability to multi-task with strong initiative
• Strong comprehension and analytical skills
• Gather and interpret moderately complex data
• Comfortable interacting with various levels of internal and external contacts regularly

We are an equal opportunity employer and value diversity at our company. We do not discriminate on the basis of race, religion, color, national origin, gender, sexual orientation, age, marital status, veteran status, or disability status.