Surplus Lines Coordinator

Job Summary

A company is looking for a Surplus Lines Coordinator to join their Implementation team.

Key Responsibilities

• Coordinate and process client license updates and transitions
• Assess licensing changes and update the tax filing portal accordingly
• Guide clients through entity transitions and assist with obtaining state credentials

Requirements and Qualifications

• Bachelor's degree in Accounting, Business Administration, Finance, or related field, or equivalent experience
• 1+ years of experience in the insurance or surplus lines industry
• 2+ years of direct customer service experience
• Proficiency in Microsoft Office Suite
• Working knowledge of project management fundamentals