Surplus Lines Specialist
Surplus Lines Specialist
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Not Disclosed
Salary Not Disclosed
1 Vacancy
Job Description
The Surplus Lines Specialist (SLS) acts as a consultant to the Willis client service teams with regard to surplus lines tax and related matters. The position handles initial affidavit/filing submissions to the various states for assigned Willis licensees and works with the teams payable specialists and payable processors to ensure that all required surplus linesrelated filings and tax payments are made with regulatory agencies accurately and timely.
The Surplus Lines Specialist (SLS) acts as a consultant to the Willis client service teams with regard to surplus lines tax and related matters. The position handles initial affidavit/filing submissions to the various states for assigned Willis licensees and works with the teams payable specialists and payable processors to ensure that all required surplus linesrelated filings and tax payments are made with regulatory agencies accurately and timely.
Note: Employmentbased nonimmigrant visa sponsorship and/or assistance is not offered for this specific job opportunity.
The Role
- Consults and advises the client service teams working in each office assigned regarding surplus lines processes procedures rules and regulations.
- Performs tax and fee calculations/premium allocation for all multistate placements
- Prepares and files all initial documents/filings required with respect to each surplus lines policy placed by assigned offices including broker responsibility forms affidavits and online state submissions.
- Works with payable specialists and payable processors to ensure that all surplus lines policies placed by assigned offices have been received and processed in a timely manner
- Develops relationships with members of State Insurance Departments by consulting with questions/issues
- Ensures that assigned offices follow all SOPs
Qualifications
The Requirements
- College degree ideally in a business discipline strongly preferred
- Accounting background and/or experience working in banking
- 12 years of commercial insurance experience is required
- Surplus Lines Tax Filing Experience a strongly preferred
- Ability to communicate in a professional manner to both internal and external clients
- Ability to organize tasks and manage competing priorities
- Ability to work independently and efficiently in a fastpaced environment to meet strict deadlines with minimal supervision
- Excellent Customer Service skills both written and verbal
- Superb attention to detail
- Ability to maintain 98 quality rating or higher on all tasks
- Team oriented
- Critical thinking and problem solving skills
- Intermediate to advanced Excel skills
- Ability to work with state insurance departments
- Position requires a selfmotivated and flexible person
EOE including disability/vets
Required Experience:
Unclear Seniority
Employment Type
Full-Time
