Temp: Surplus Lines Analyst

EPIC Brokers; United States; Remote; USD 34,000 - 41,000; Full time

Benefits offered by this job

PTO

401(k) matching

Medical insurance

Dental insurance

Job summary

EPIC Insurance Brokers & Consultants is seeking a detail-oriented professional to handle surplus lines filings and tax processes for assigned states. This remote, temporary role supports our growing team and requires collaboration with accounting and account teams.

Responsibilities include filing, tax processing, and coordination with stamping offices while maintaining accurate records. EPIC offers growth and a strong support network.”

Qualifications

• Attention to detail
• Team collaboration
• Ability to read, analyze and interpret surplus lines regulations
• Multi-tasking and prioritization
• Strong verbal and written communication
• Excellent follow-up skills
• Proficient internet navigation

Responsibilities

• Submit surplus lines filings for assigned states.
• Process surplus lines tax returns by due dates.
• Coordinate payment of surplus lines taxes by due dates.
• Maintain accurate files on shared drive.
• Work with stamping offices and state agencies to resolve discrepancies.
• Educate account teams and assist their workflows.
• Reconcile reports with accounting.
• Utilize InsCipher for filings and reports.

Tools

InsCipher

Job description

Location: Temporary remote role. (ends 4/2027)

Come join our team!

There are many reasons why EPIC Insurance Brokers & Consultants has become one of the fastest-growing firms in the insurance industry. Fueled and driven by capable, committed people who share common beliefs and values and “bring it” every day, EPIC is always looking for people who have “the right stuff” – people who know what they want and aren’t afraid to make it happen.

Headquartered in New York City and founded in 2007, our company has over 4,000 employees nationwide. With locations spread out across the U.S., our local market knowledge and industry expertise helps support our clients’ regional and global needs. We have grown very quickly since our founding, and we continue to see growth and success thanks to our hard-working and growth-minded employees.

Our core values are: Owner mindset, Inspire trust, Think big, and Drive results. If these values and growth align with what you’re looking for in your next career? Then consider joining our amazing team!

JOB OVERVIEW:

To perform this job successfully, an individual must be able to perform each essential duty satisfactorily. The requirements listed below are representative of the knowledge, skill, and/or ability required. Reasonable accommodation may be made to enable individuals with disabilities to perform the essential functions.

** ESSENTIAL DUTIES AND RESPONSIBILITIES:**

• Timely and accurately submit surplus lines filings for assigned states.
• Process surplus lines tax returns for all assigned states before due dates.
• Coordinate payment of surplus lines taxes by appropriate due dates.
• Maintain accurate files on shared drive
• Work with surplus lines stamping offices and state agencies to resolve any discrepancies.
• Work collaboratively with and assist in educating the account teams
• Reconcile reports and coordinate with accounting
• Utilize InsCipher for filings and reports

KEY COMPETENCIES:

• Strong attention to detail
• Be a team player/collaborate with all colleagues as needed
• Ability to read, analyze and interpret surplus lines regulations and requirements.
• Be able to multi-task and prioritize.
• Strong communication skills both verbal and written.
• Excellent follow up skills.
• Able to navigate the internet.

EDUCATION and/or EXPERIENCE:

• Surplus lines experience helpful
• Property & Casualty Insurance background helpful
• Accounting experience helpful

COMPENSATION:

__Non-Exempt: The hourly pay range for this position is $25.00 – $30.00 per hour and standard workweeks are 37.5 hours. This range represents the employer’s good faith estimate of the compensation for this role at the time of posting.

WHY EPIC:

EPIC has over 60 offices and 4,000 employees nationwide – and we’re growing! It’s a great time to join the team and be a part of this growth. We offer:

• Generous Paid Time off
  • Managed PTO for salaried/exempt employees (personal time off without accruals or caps); 22 PTO days starting out for hourly/non-exempt employees; 12 company-observed paid holidays; 4 early-close days
• Generous leave time options: Paid parental leave, pregnancy disability and bonding leave, and organ donor/bone marrow donor leave
• Generous employee referral bonus program of $1,500 per hired referral
• Employee recognition programs for demonstrating EPIC’s values plus additional employee recognition awards and programs (and trips!)
• Employee Resource Groups: Women’s Coalition, EPIC Veterans Group
• Professional growth & development: Mentorship Program, Tuition Reimbursement Program, Leadership Development
• Unique benefits such as Pet Insurance, Identity Theft & Fraud Protection Coverage, Legal Planning, Family Planning, and Menopause & Midlife Support
• Additional benefits include (but are not limited to): 401(k) matching, medical insurance, dental insurance, vision insurance, and wellness & employee assistance programs
• 50/50 Work Culture: EPIC fosters a 50/50 culture between producers and the rest of the business, supporting collaboration, teamwork, and an inclusive work environment. It takes both production and service to be EPIC!
• EPIC Gives Back – Some of our charitable efforts include Donation Connection, Employee Assistance Fund, and People First Foundation
• We’re in the top 10 of property/casualty agencies according to “Insurance Journal”

To learn more about EPIC, visit our Careers Page:https://www.epicbrokers.com/about/epic-careers/.

EPIC embraces diversity in all its various forms—whether it be diversity of thought, background, race, religion, gender, skills or experience. We are committed to fostering a work community where every colleague feels welcomed, valued, respected and heard. It is our belief that diversity drives innovation and that creating an environment where every employee feels included and empowered, helps us to deliver the best outcome to our clients.

California Applicants - View your privacy rights at: https://www.epicbrokers.com/wp-content/uploads/2025/01/epic-ca-employee-privacy-notice.pdf.

Massachusetts G.L.c. 149 section 19B (b) requires the following statement: It is unlawful in Massachusetts to require or administer a lie detector test as a condition of employment or continued employment. An employer who violates this law shall be subject to criminal penalties and civil liability.

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