Position Summary

The Surplus Lines Coordinator is responsible for supporting Unison Risk Advisors surplus lines tax compliance function through the accurate calculation filing and reporting of surplus lines taxes across multiple jurisdictions. This role operates as a hands-on contributor within the Compliance function ensuring regulatory adherence data integrity and timely execution of tax-related obligations.

This position partners closely with Licensing Accounting and business stakeholders to support operational excellence respond to audits and inquiries and help scale surplus lines processes across the organization including onboarding new acquisitions. The role is primarily operational and execution-focused with opportunities to contribute to process improvements and compliance best practices.

Key Responsibilities

Hands-On Execution & Delivery

Calculate track and file surplus lines taxes across various state departments of insurance.

Utilize InsCipher (or similar systems) to process filings and maintain required documentation including affidavits and supporting records.

Execute timely and accurate submissions to meet all regulatory deadlines and requirements.

Maintain organized records of filings and supporting documentation for audit readiness.

Reporting Quality & Operational Support

Monitor filings for accuracy completeness and compliance with state-specific requirements.

Identify and resolve discrepancies related to transactions tax calculations or filings.

Support audit readiness by maintaining documentation and validating historical filings.

Respond to state audits and inquiries including verification of transactions and supporting documents.

Cross-Functional Partnership & Integration

Partner with internal stakeholders (Licensing Accounting Producers and Operations) to resolve issues and ensure smooth transaction processing.

Provide guidance and support on surplus lines matters including admitted vs. non-admitted classifications and filing procedures.

Serve as a resource for employees on surplus lines tax-related questions and requirements.

Growth Change & Special Initiatives

Support onboarding of newly acquired entities into URAs surplus lines processes systems and protocols.

Assist in standardizing practices across entities to ensure scalable and consistent compliance.

Participate in process transitions and integration efforts tied to M&A activity.

Process Improvement & Best Practices

Identify opportunities to improve efficiency accuracy and scalability within surplus lines processes.

Stay informed on changes in surplus lines regulations and proactively recommend updates to processes.

Contribute to documentation workflows and best practices to support consistent execution across the organization.

Accountability

Ensuring timely accurate and compliant surplus lines tax filings across all applicable states.

Maintaining high-quality documentation to support audit readiness and regulatory inquiries.

Supporting seamless compliance operations during growth and integration activities.

Building effective working relationships across departments to ensure issue resolution and alignment.

Demonstrating strong attention to detail urgency and ownership in all responsibilities.

Qualifications

Required

3 years of surplus lines tax experience within an insurance agency wholesale brokerage or regulatory environment.

Working knowledge of commercial property & casualty insurance.

Knowledge of admitted vs. non-admitted insurance markets.

Strong attention to detail organization and ability to manage deadlines.

Ability to work cross-functionally and resolve issues effectively.

Proficiency in Microsoft Office (Excel Word Outlook PowerPoint).

Preferred

Experience with Applied Epic and/or InsCipher.

Experience supporting audits or regulatory inquiries.

Exposure to M&A integrations or onboarding processes.

Key Competencies

Ownership & Accountability

Attention to Detail & Accuracy

Process Execution & Discipline

Collaboration & Cross-Functional Partnership

Problem Solving

Change Agility

Additional Details

Reports to: Director of Compliance

FLSA Status: Non-Exempt

Work Schedule: Full-time 40 hours/week

Location: Hybrid or fully remote

Travel: Occasional (12 times per year for office visits or industry conferences)