Surplus Lines Tax Specialist

Job Summary

Providing front-line customer service support, the full-time remote Surplus Lines Tax Specialist will manage client communications, process surplus lines tax reports, and ensure compliance with insurance regulations.

Key responsibilities

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

Required qualifications

• High school diploma or equivalent required
• Minimum of 2 years of surplus lines tax filing experience required
• Proficient in Microsoft Office Suite, especially advanced Excel skills
• Strong customer service orientation with a passion for problem-solving
• Collaborative team player with a commitment to supporting colleagues