Surplus Lines Analyst

Howden

1d • Remote

About The Position

We are seeking a dynamic and experienced Surplus Lines Analyst to manage the filings, tax payments, and compliance with non-admitted placements in the US. This role ensures accurate documentation and filing of surplus lines taxes and fee allocations, partnering with account teams, finance, and compliance for timely execution. This strategic role is integral to the business, enabling scalable growth and delivering on our ambition to achieve exceptional client service. The ideal candidate will have a strong background in customer service, data management, quality control, and tax or financial services. In this role, you will act as the first point of contact for our North American agents, providing guidance and direction with regard to non-admitted placement requirements.

Requirements

• Bachelor’s degree in Business, Finance, Insurance, or related field or equivalent experience in tax or financial services, insurance operations, regulatory compliance, or customer service.
• 2+ years of experience in tax or financial services, customer service, and data entry related role.
• Demonstrated experience in a professional office setting.
• Organizational Skills: Ability to manage multiple tasks, deadlines, and record-keeping systems.
• Attention to Detail: Crucial for accurately preparing and verifying documentation for applications and compliance.
• Communication Skills: Strong written and verbal skills for interacting with internal teams, external agencies, and vendors.
• Regulatory Knowledge: Familiarity with the specific industry's licensing requirements and regulations.
• Computer Skills: Proficiency with databases, software, and other relevant IT tools for data entry, tracking, and reporting.
• Problem-Solving: Ability to identify issues, research solutions, and implement improvements to surplus lines processes.

Nice To Haves

• Familiarity with insurance systems and surplus lines regulations is a plus.

Responsibilities

• Surplus Lines Tax & Filing Validate surplus lines tax calculations for accuracy and alignment with state regulations
• Prepare, file, and submit surplus lines tax filings and stamping to ensure compliance with jurisdictional requirements.
• Policy Review & Compliance Serve as a primary point of contact within the surplus lines team.
• Review surplus lines policies for compliance and file to the appropriate state.
• Educate brokers on compliance requirements and best practices.
• Payment & Reconciliation Align delivery across project, product and operational teams in an efficient and effective manner.
• Remit surplus lines tax payments in a timely manner.
• Reconcile payments made with Epic records to ensure accuracy.
• Data Management & Reporting Maintain and update filings databases and records, ensuring data integrity and accessibility for reporting and compliance
• Generate and deliver reports on filing status, compliance metrics, and activities for management and regulatory purposes Maintain current state tax rates and fees within Agency Management System
• Audit, Reporting & Vendor Oversight Assist in surplus lines–related audits.
• Oversee relationships with third-party vendors, ensuring timely and accurate delivery of services.

Benefits

• Medical, dental, and vision insurance, including healthcare savings and reimbursement accounts
• 401(k) retirement plan
• Flexible Paid Time Off and paid parental leave
• Life and Disability insurance

What This Job Offers

• Job Type: Full-time
• Career Level: Entry Level