Surplus Lines Coordinator (Remote)
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Key details
- Location
- United States
- Work style
- Remote
- Level
- Mid level
- Experience
- 2–5 yrs
- Function
- Operations & Strategy
- Focus area
- other
- Posted
- 1w ago
Skills
customer servicemicrosoft office
About the role
SUMMARY
Responsible for assisting with the preparation, reporting, and all other aspects of Surplus Lines filings for the company in all 50 states. Ensures that proper tax payments are made on time and in accordance with state guidelines.
ESSENTIAL DUTIES AND RESPONSIBILITIES
Generates and reviews weekly insurance company payables reports.
Ensures surplus lines taxes and fees are billed correctly in agency management systems and that proper policy documentation has been received from Sales staff.
Reconciles and corrects discrepancies between the report and the documentation received.
Requests and processes checks or other forms of payment for the applicable fees.
Ensures that payment of fees and supporting documentation is sent to the appropriate state agency or Surplus Lines Association according to monthly, quarterly, semi-annual or annual due dates.
Other duties as assigned.
QUALIFICATIONSEDUCATION / EXPERIENCE
Associate’s degree or equivalent combination of education and experience
Two (2) or more years of related work experience in surplus lines filing and insurance payables experience preferred
SKILLS
Excellent verbal and written communication skills
Strong customer service skills
Ability to organize and prioritize workload
Ability to communicate effectively with supervisor and non-accounting employees
Ability to work within a team and to foster teamwork
Proficient in Microsoft Office products
#LI-DR2
#LI-REMOTE
Responsible for assisting with the preparation, reporting, and all other aspects of Surplus Lines filings for the company in all 50 states. Ensures that proper tax payments are made on time and in accordance with state guidelines.
ESSENTIAL DUTIES AND RESPONSIBILITIES
Generates and reviews weekly insurance company payables reports.
Ensures surplus lines taxes and fees are billed correctly in agency management systems and that proper policy documentation has been received from Sales staff.
Reconciles and corrects discrepancies between the report and the documentation received.
Requests and processes checks or other forms of payment for the applicable fees.
Ensures that payment of fees and supporting documentation is sent to the appropriate state agency or Surplus Lines Association according to monthly, quarterly, semi-annual or annual due dates.
Other duties as assigned.
QUALIFICATIONSEDUCATION / EXPERIENCE
Associate’s degree or equivalent combination of education and experience
Two (2) or more years of related work experience in surplus lines filing and insurance payables experience preferred
SKILLS
Excellent verbal and written communication skills
Strong customer service skills
Ability to organize and prioritize workload
Ability to communicate effectively with supervisor and non-accounting employees
Ability to work within a team and to foster teamwork
Proficient in Microsoft Office products
#LI-DR2
#LI-REMOTE
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