Surplus Lines Coordinator

Job Summary

Detail-oriented and client-focused, the full-time Surplus Lines Coordinator will manage client license updates, ensure accurate state reporting, and guide clients through system adjustments while working remotely.

Key Responsibilities

• Coordinate and process client license updates, including terminations and entity transitions
• Assess licensing changes' impact on state reporting requirements and update the tax filing portal accordingly
• Conduct proactive client outreach to communicate upcoming requirement changes and provide guidance

Required 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
• Demonstrated ability to manage multiple concurrent tasks effectively
• Proficiency in Microsoft Office Suite