Surplus Lines Tax & Compliance Specialist
Skills
Bank ConfirmationTrainingCustomer Relationship ManagementIT EscalationInsurance Regulatory LawLeadershipSales
What the job involves
The main requirements, responsibilities and hiring steps.
Requirements
- High school diploma or equivalent
- Required
- At least 2 years of surplus lines tax filing experience
- Proficiency in Microsoft Office Suite including Word Outlook Access and advanced Excel
- Strong customer service orientation and problem-solving ability
- Excellent written and verbal communication skills
- Ability to de-escalate concerns professionally
- Collaborative team player with a commitment to supporting colleagues
- High attention to detail organization and thorough documentation
- Ability to quickly learn multiple internal and external systems
Nice to have
- Organized
- Team-oriented
- Detail-focused
- Process-driven
- Technically proficient
- Collaborative
- Professional
Day to day
- Provide front-line customer service support for surplus lines compliance customers by handling phone and email inquiries professionally and promptly
- Prepare process and distribute surplus lines tax reports tax payments and filing confirmations while maintaining accuracy and timeliness
- Coordinate with state regulators and internal teams to ensure compliance manage escalations and support efficient backend processing
Hiring process
- Submit application
- Behavioral interview with Talent Acquisition
- Online talent assessment
- Hiring Manager interview