Surplus Lines Tax Compliance Specialist

Responsibilities

• Accuracy & Compliance Management
• Process surplus lines tax transactions and filings for all states within state-mandated deadlines
• Review comparative late filing reports, improve accuracy, and request refunds of erroneous charges where applicable
• Run reports and verification of state surplus lines tax data to ensure accuracy of information and correct errors where necessary
• Customer Service & Communication
• Respond promptly to inquiries from surplus lines team, divisions, and third-party vendors
• Resolve transactions in question (TIQs, TAGs, flagged transactions) and escalate complex issues to Surplus Lines Tax Manager when needed
• Monitor state correspondence and maintain clear communication regarding transaction status
• Communicate changes in state regulatory requirements to manager and impacted SPG employees
• Support state audits by coordinating document submission and maintaining state communication files
• Team Development & Process Improvement
• Coach and mentor surplus lines tax analysts on processes, regulations, and best practices
• Conduct regular meetings with assigned filers to review performance, provide guidance, and ensure alignment
• Identify gaps in analyst processes and provide training as needed
• Cross-train team members to ensure adequate coverage for critical tasks during absences
• Process & Documentation
• Create and update standard operating procedures (SOPs) for assigned states in collaboration with analysts
• Ensure filing documentation is properly maintained and audit-ready
• Maintain departmental logs for state audits, surplus lines tax transactions, and state correspondence
• Work with management to identify efficiency improvements and develop best practices
• Additional Duties
• Assist manager with researching potential state additions in InsCipher
• Respond to ResourcePro inquiries pertaining to issues in designated states
• Support divisions and third-party vendors with process issues and regulatory questions
• Experience Requirement
• Associate degree or equivalent combination of education and experience
• 2+ years professional work experience in insurance or related field
• Knowledge of insurance industry, admitted vs. non-admitted markets, and surplus lines compliance preferred
• Microsoft Office proficiency with an emphasis in Excel and Outlook
• Exceptional attention to detail with strong problem-solving abilities
• Excellent communication and interpersonal skills
• Positive and professional attitude with a customer service orientation
• Ability to prioritize and execute tasks independently in a fast-paced environment
• Ability to handle high volume workload while maintaining accuracy
• Strong team collaboration skills with the ability to mentor and coach others
• Demonstrated ability to meet deadlines and service level agreements consistently

Benefits

Additional Information

About Specialty Program Group: Specialty Program Group (SPG) is the wholesale & MGA division of HUB International (7th Largest Global Broker). SPG acts in a holding company capacity acquiring best in class underwriting businesses to operate independently under discrete brands (portfolio companies).

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