Surplus Lines Tax Specialist

Job Summary

Providing front-line customer service support, the full-time remote Customer Experience Tax Specialist will manage client communications, process surplus lines tax reports, and ensure compliance with regulatory requirements.

Key responsibilities

• Manage client communications by responding to inquiries, billing questions, and payment confirmations
• Prepare and distribute surplus lines tax reports, tax payments, and filing confirmations
• Communicate regularly with state regulators to ensure compliance with surplus lines regulations

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, with advanced Excel skills
• Strong customer service orientation with a focus on problem-solving and client support