Surplus Lines Field Specialist

Howden

1d • $70,000 - $90,000

About The Position

We are seeking a Surplus Lines Field Specialist to act as the primary liaison between the field (e.g., brokers, account executives), Regulatory Operations, and internal operational teams to enable compliant, efficient surplus lines placements prior to bind. This role is critical in ensuring that quotes, forms, and system configurations are accurate, compliant, and operationally ready before policies are bound. The Field Specialist serves as the subject matter expert for surplus lines requirements at the point of sale, supporting brokers with quote validation, form compliance, proactive renewal planning, and system readiness while driving process improvements and changes that impact the field.

Requirements

• Surplus Lines Knowledge: Working knowledge of surplus lines requirements, form compliance, and pre-bind regulatory considerations.
• Attention to Detail: Strong ability to validate quotes, forms, and system data to ensure accuracy and compliance prior to bind.
• Communication Skills: Clear written and verbal communication skills for working with field teams and cross-functional partners.
• Systems & Process Acumen: Experience working within insurance systems (e.g., Applied Epic) and supporting process and configuration changes.
• Problem-Solving: Ability to identify issues, coordinate resolutions, and support continuous improvement of front-line surplus lines processes.
• Collaboration: Proven ability to work effectively across operations, regulatory, billing, and technology teams.
• Bachelor’s degree in Business, Finance, Insurance, or a related field, or equivalent experience in insurance operations or regulatory support.
• 3+ years of experience in insurance operations, surplus lines, or regulatory compliance
• Experience working with insurance management systems (e.g., Applied Epic, InsCipher)
• Excellent communication skills, with the ability to work effectively with field teams, internal stakeholders, and cross-functional partners
• Strong attention to detail and ability to validate data, forms, and regulatory requirements accurately

Responsibilities

• Field Liaison & Pre-Bind Support: Act as the primary liaison between the field and internal teams (including Epic team, Billing, and Regulatory Operations), validating surplus lines quotes prior to bind to ensure compliant, accurate placement.
• Subject Matter Expert: Serve as the front-line subject matter expert on surplus lines requirements, providing guidance to brokers and field teams on compliance, best practices, and operational readiness.
• System & Form Management: Partner with the Epic team to maintain accurate configuration of surplus lines forms, tax rates, fees, and workflows, ensuring system changes fully support field and compliance requirements.
• Renewal Planning: Proactively track renewal dates and seasonal volume trends to support readiness for peak surplus lines renewal periods.
• Process Change & Adoption: Drive and manage changes to surplus lines processes impacting the field, coordinating with technology, operations, and regulatory teams to ensure consistent implementation and adoption.
• Operational Readiness & Escalation: Support accurate downstream billing and tax outcomes by ensuring required data and regulatory elements are captured pre-bind, acting as a point of escalation for surplus lines questions from the field.

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: Mid Level