Surplus Lines Tax Analyst
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Job Location:
Monthly Salary:
Posted on:
2 days ago
Vacancies:
1 Vacancy
Job Summary
Surplus Lines Tax Analyst
Hours: 8:30-5:00 Local Time
Location: Full-Time In Office
Compensation: $14.00/Hour
Offices: At USG we empower our team members with the flexibility to opt for remote hybrid or fully in-office schedules. Presently we operate nine physical branch locations across the United States:
- California: Irvine
- Florida: Tampa
- Idaho: Sandpoint
- Illinois: Chicago
- Louisiana: Covington
- Minnesota: Shoreview
- Pennsylvania: Canonsburg
- Texas: Arlington and Houston
Who We Are:
Welcome to USG a distinguished national wholesale broker and managing general agent (MGA) with a prominent presence across the nation. Our extensive network spans over 400 different markets and we proudly write business in all 50 states.
USG has consistently earned recognition for our excellence being ranked as a 5-star MGA by Insurance Business of America for four consecutive years. Moreover we take pride in our continuous acknowledgment as a Top Insurance Workplace over the past five years as voted on by our current team members.
Understanding that a fulfilling culture is paramount in career satisfaction we at USG prioritize fostering a collaborative and mentoring-focused environment. We recognize the pivotal role each team member plays in our success emphasizing hands-on training to ensure everyone feels comfortable and confident in their role. At USG we actively empower our team members to bring their authentic selves to the workplace recognizing that fostering diversity is essential for a thriving creative and dynamic professional environment.
In todays rapidly evolving business landscape embracing cutting-edge technology is not just a choice but a necessity for staying relevant in the marketplace. Our in-house IT development and support teams located in Canonsburg PA expertly oversee and manage both our proprietary and third-party systems ensuring our sales operations stay at the forefront of technological advancement.
Embark on your professional journey with USG where its more than just a job its a vibrant and supportive community committed to nurturing your success.
The Role Itself
USG is a national wholesale/brokerage for hard to place commercial insurance coverages. We are seeking an individual to assist with surplus lines premium tax filings on a full-time basis (40 hours per week) in our Tampa FL office location.
Responsibilities include:
Entry-level surplus lines filings involvesupporting compliance teams withdata entry report generation research and very basic tax filings.
- Timely and accurate completionof state regulatory surplus lines tax filings.
- Data entryand management of client-provided information into proprietary software and state-based filing systems (e.g. SLIP or OPTins).
- Conducting compliance and quality reviewson documents and state procedures.
- Running reportsand reconciling filings with internal platforms and state transaction reports.
- Assisting with auditsby verifying transactions and related documentation.
- Communicatingwith internal teams (underwriters brokers) and state insurance departments to resolve discrepancies and ensure compliance.
- Other responsibilities as assigned.
What We Are Looking For:
- Must be proficient in Microsoft Excel Work and Outlook.
- Strong attention to detail
- Excellent organizational and time management skills to meet multiple deadlines.
- Effective written and oral communication skills.
- Ability to work both independently and as part of a team
What USG has to offer:
- Comprehensive Benefits Package including:
- Company-paid benefits: Short-Term Disability Long-Term Disability Basic Life AD&D and Team member Assistance Program
- Medical Dental Vision and Life
- 401K Retirement Plan
- Flexible Spending Account
- Dependent Care
- Tuition Reimbursement
- Producer Savings Bonus Plan
- Access to 24/7 virtual training through USG University
- Outstanding Company Holiday Schedule and Generous Paid Time Off Package
- Potential for exponential growth in the company
Join Us!
If youre excited about the wholesale industry and are ready to contribute your skills and passion to a dynamic team USG Insurance Services is the perfect company for you. Were looking for individuals who share our entrepreneurial spirit and are eager to help us shape the future of wholesale insurance.
Visit to learn more about our work our team and the opportunities we have available.
Required Experience:
Junior IC
Key Skills
- Tax Experience
- Accounting Software
- GAAP
- QuickBooks
- Accounting
- Sage
- Account Reconciliation
- Analysis Skills
- Research Experience
- SOX
- Microsoft Excel
- Financial Analysis
About Company
USG is a national wholesale broker and managing general agent (MGA) with 19 offices across the country. We represent a variety of A rated carriers, both admitted and non-admitted. We are an MGA for 16 carriers and work with over 260 different brokerage markets. We write business in al ... View more
