Manager – Surplus Lines Tax Reporting

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). 

Key Responsibilities

• Manage processing surplus lines tax transactions for all states within the deadlines set by those state entities. This includes, but is not limited to, affidavit processing, forwarding of policy to appropriate state (if required), and logging of transactions, etc.

• Completing and filing tax reports on a monthly, quarterly, semi-annual, and annual basis; involves running of reports and verification of data to ensure accuracy of information and processing of check requests, making sure to meet all filing deadlines

• Reconciling and correcting discrepancies between the tax report and tax documentation received, including working with production teams to resolve invoicing errors

• Researching, monitoring, and implementing any changes required to ensure compliance with each state’s surplus lines requirements

• Updating internal systems and reporting data bases with the status of the tax filing support on each transaction

• Monitor unpaid tax report and other internal reports to ensure timeliness in payment and reporting of all surplus lines taxes

• Coordinate and manage surplus lines state audits or inquiries with field teams – verifying transactions, documents, and filings

• Develop and design workflows to support efficient and streamlined processes

• Monitoring and developing surplus lines tax filing staff and managing performance

• Training and developing new and existing staff

• Keeping field teams apprised of any state updates or changes in regulations.

• coordinate regulatory research to determine requirements for new states, and/or new coverages as business expand in new areas

Required Experience

• Associate’s degree or equivalent combination of education and experience

• 3 years of supervisory or management experience

• 5 years’ surplus lines experience with E&S Wholesale Agency

• Knowledge of insurance industry, admitted vs. non-admitted markets, is preferred

• Microsoft Office proficiency with an emphasis in Excel

• Strong math and analytical skills

• Must have exceptional attention to detail

• Excellent communication and interpersonal skills

• Ability to prioritize and execute tasks independently in a fast-paced environment

• Required Travel: Up to 10%

Work Location

This position is hybrid working out of our office in Atlanta.

#SPG

Department Business OperationsRequired Experience: 2-5 years of relevant experienceRequired Travel: NegligibleRequired Education: Associate degree (2-year degree)

HUB International Limited is an equal opportunity and affirmative action employer that does not discriminate on the basis of race/ethnicity, national origin, religion, age, color, sex, sexual orientation, gender identity, disability or veteran’s status, or any other characteristic protected by local, state or federal laws, rules or regulations. The EEO is the Law poster and its supplement is available here athttp://www.dol.gov/ofccp/regs/compliance/posters/ofccpost.htm.

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