Surplus Lines Tax Specialist

Job Summary

Surplus Lines Tax Specialist, a full-time remote position, is responsible for providing customer service support related to insurance regulatory compliance, managing client communications, and preparing surplus lines tax reports.

Key Responsibilities

• Manage client communications, including inquiries and billing questions
• Prepare and distribute surplus lines tax reports and payments
• Train and mentor team members on workflows and processes

Required Qualifications

• High school diploma or equivalent required
• Minimum of 2 years of surplus lines tax filing experience required
• Property & Casualty (P&C) license preferred
• Proficient in Microsoft Office Suite, especially advanced Excel skills
• Strong customer service orientation with a focus on accuracy and organization