Full-Time
Surplus Lines Tax Analyst
Updated on 9/4/2026
USG Insurance Services
201-500 employees
National insurance wholesaler and MGA
Compensation Overview
$21 - $22/hr
Tampa, FL, USA
In Person
 Risk & Compliance (1) |
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- Proficiency in Microsoft Excel, Microsoft Word, and Microsoft Outlook.
- Strong attention to detail.
- Organizational and time-management skills to meet multiple deadlines.
- Written and oral communication skills.
- Ability to work independently and as part of a team.
- Support compliance teams with data entry, report generation, research, and basic tax filings.
- Complete state regulatory surplus lines tax filings accurately and on time.
- Enter and manage client-provided information in proprietary software and state-based filing systems, including SLIP or OPTins.
- Conduct compliance and quality reviews of documents and state procedures.
- Run reports and reconcile filings with internal platforms and state transaction reports.
- Assist with audits by verifying transactions and related documentation.
- Communicate with internal teams, including underwriters and brokers, and state insurance departments to resolve discrepancies and ensure compliance.
USG Insurance Services is a national insurance wholesaler and managing general agent (MGA) that specializes in finding and placing hard-to-cover commercial insurance. It works with more than 300 A-rated carriers, including both admitted and non-admitted markets, and serves as an MGA for multiple top carriers to write business across all states. The company uses a combination of advanced technology, research, and creative problem solving to tailor coverage and solutions for risk management needs. Its goal is to become the leading provider of innovative risk-management solutions by exceeding client expectations through technology-enabled processes, strategic carrier partnerships, and specialized underwriting expertise.
Company Size
201-500
Company Stage
N/A
Total Funding
N/A
Headquarters
Tampa, Florida
Founded
2001
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Simplify's Take
What believers are saying
- USG added Larry Capehart II, Brittany Blanton, and Margaret Browne, expanding underwriting capacity in 2026.
- Cory McGinnis won Insurance Business America's 2026 Rising Star recognition, strengthening recruiting credibility.
- Becca Faust's 2026 regional promotion signals internal bench strength and continued Northeast expansion.
What critics are saying
- USG depends on broker hiring; turnover or poaching can immediately drain production.
- Coastal Edge concentrates on catastrophe-exposed coastal accounts, where claim volatility can crush margins quickly.
- The 2022 USG versus Scottish American litigation shows competitor disputes can escalate into costly injunction fights.
What makes USG Insurance Services unique
- USG folded AAU into USG Specialty in February 2026, unifying programs under one brand.
- Coastal Edge launched in 2026, targeting coastal E&S risks up to $5 million TIV.
- USG writes in all states with 300+ A-rated carriers, giving broad placement reach.
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Benefits
Health Insurance
Dental Insurance
Vision Insurance
Life Insurance
Disability Insurance
Health Savings Account/Flexible Spending Account
401(k) Retirement Plan
Remote Work Options
Hybrid Work Options
Dependent Care
Tuition Reimbursement
Paid Vacation
Paid Holidays
Company News
USG announces hire of Larry Capehart II in its Houston office. USG Insurance Services, Inc., a prominent national wholesaler and MGA, is pleased to announce the addition of Larry Capehart II to the team as a Producer/Broker in the Houston, Texas office. Larry brings more than 15 years of experience in commercial insurance, with a strong background in excess and surplus markets, commercial underwriting, risk analysis, broker relationships, and business development. Throughout his career, Larry has developed expertise across a wide range of property and casualty lines, including commercial property, workers' compensation, excess and umbrella, general liability, commercial auto, inland marine, and surety. His experience spans diverse industries and complex commercial risks, with a focus on building strong broker relationships, identifying growth opportunities, and delivering effective insurance solutions. In his role, Larry will work closely with retail agents and carrier partners to help deliver competitive insurance solutions and support business growth. His extensive commercial insurance experience, E&S market knowledge, and commitment to building strong industry relationships will further strengthen USG's ability to serve agents nationwide. This move is the most recent change that USG has implemented in its plan to continue expanding its operations nationally as a leading wholesale brokerage firm. ABOUT USG: For 25 years, USG has been a national wholesale broker and managing general agent (MGA) with offices throughout the country. USG represents 300+ A rated carriers, both admitted and non-admitted and is an MGA for multiple top carriers, writing business in all states. USG's mission is to become the #1 provider of innovative solutions for the risk management industry-exceeding expectations with its advanced technology, creative problem solving, and research capabilities. CONTACT INFORMATION: LARRY CAPEHART II Producer/Broker d: 713.568.6138 e: [email protected]
USG Insurance Services announces Cory McGinnis named an Insurance Business America 2026 Rising star. USG Insurance Services, Inc. (USG) is proud to announce that Cory McGinnis has been recognized as one of Insurance Business America's 2026 Rising Stars. The annual award recognizes emerging insurance professionals who are making an impact within the industry through leadership, resilience, and a commitment to excellence. Selected among 102 Rising Stars, Cory earned this recognition through his dedication, professionalism, and contributions to USG. Over the past five years, he has grown from a Technical Assistant to Senior Vice President: Producer/Broker for Admitted Products and Surety Bonds. In that role, he has helped expand USG's admitted market production, strengthen relationships with retail agents and carrier partners, mentor colleagues, and improve operational processes that support the company's continued growth. USG congratulates Cory on this well-deserved achievement and is proud to celebrate this milestone in his career. This honor reflects the expertise, leadership, and dedication he brings to USG each day, as well as the positive impact he continues to make within the insurance industry. ABOUT USG: For 25 years, USG has been a national wholesale broker and managing general agent (MGA) with offices throughout the country. USG represents 300+ A rated carriers, both admitted and non-admitted and is an MGA for multiple top carriers, writing business in all states. USG's mission is to become the #1 provider of innovative solutions for the risk management industry-exceeding expectations with its advanced technology, creative problem solving, and research capabilities.
USG announces hire of Brittany Blanton in its LA1 office. USG Insurance Services, Inc., a prominent national wholesaler and MGA, is pleased to announce the addition of Brittany Blanton to the team as a Producer/Broker in the LA1 office. Brittany brings more than 18 years of experience in commercial underwriting, brokerage, risk assessment, and agency and carrier relationship management. Throughout her career, Brittany has developed expertise in new and renewal business, complex commercial risk analysis, strategic market growth, and cultivating strong agency and carrier partnerships. Her background also includes leadership experience, employee training, and mentoring underwriting professionals, making her a valuable addition to the USG team. In her role, Brittany will work closely with retail agents and carrier partners to help deliver competitive insurance solutions and support business growth. Her underwriting expertise, market knowledge, and commitment to exceptional client service will further strengthen USG's ability to serve agents nationwide. This move is the most recent change that USG has implemented in its plan to continue expanding its operations nationally as a leading wholesaler brokerage firm. ABOUT USG: For 25 years, USG has been a national wholesale broker and managing general agent (MGA) with offices throughout the country. USG represents 300+ A rated carriers, both admitted and non-admitted and is an MGA for multiple top carriers, writing business in all states. USG's mission is to become the #1 provider of innovative solutions for the risk management industry-exceeding expectations with its advanced technology, creative problem solving, and research capabilities. CONTACT INFORMATION: BRITTANY BLANTON Producer/Broker d: 985.231.3056 e: [email protected]
USG announces hire of Margaret Browne in its GA1 office. USG Insurance Services, Inc., a prominent national wholesaler and MGA, is pleased to announce the addition of Margaret Browne to the team as a Producer/Broker in the GA1 office. Margaret brings more than 30 years of experience in commercial underwriting, risk evaluation, and agency relationship management within the Excess & Surplus Lines market. Throughout her career, Margaret has developed expertise across a wide range of coverages, including contractors, property, professional, excess, and garage risks. Her extensive industry knowledge and long-standing relationships within the market make her a valuable addition to the USG team. In her role, Margaret will work closely with retail agents and carrier partners to help deliver competitive solutions and support business growth. Her underwriting background and understanding of complex risks will further strengthen USG's ability to serve agents nationwide. This move is the most recent change that USG has implemented in its plan to continue expanding its operations nationally as a leading wholesaler brokerage firm. ABOUT USG: For 25 years, USG has been a national wholesale broker and managing general agent (MGA) with offices throughout the country. USG represents 300+ A rated carriers, both admitted and non-admitted and is an MGA for multiple top carriers, writing business in all states. USG's mission is to become the #1 provider of innovative solutions for the risk management industry-exceeding expectations with its advanced technology, creative problem solving, and research capabilities. CONTACT INFORMATION: MARGARET BROWNE Producer/Broker d: 985.231.3052 e: [email protected]
USG Announces Hire of McKenna Cummings in its GA1 Office. USG Insurance Services, Inc., a prominent national wholesaler and MGA, is pleased to announce the addition of McKenna Cummings to the team as an Inside Producer/Broker in the GA1 office. McKenna brings experience in garage underwriting, risk assessment, policy placement, and underwriting guideline implementation within the insurance industry. Throughout her career, McKenna has worked closely with agents and carriers to evaluate risks, manage accounts, review inspections, and assist with policy terms, coverage limits, premiums, and renewals. Her analytical approach and understanding of underwriting operations make her a valuable addition to the USG team. In her role, McKenna will work closely with retail agents and carrier partners to help deliver competitive solutions and support business growth. Her underwriting experience and knowledge of garage risks will further strengthen USG's ability to serve agents nationwide. This move is the most recent change that USG has implemented in its plan to continue expanding its operations nationally as a leading wholesaler brokerage firm. ABOUT USG: For 25 years, USG has been a national wholesale broker and managing general agent (MGA) with offices throughout the country. USG represents 300+ A rated carriers, both admitted and non-admitted and is an MGA for multiple top carriers, writing business in all states. USG's mission is to become the #1 provider of innovative solutions for the risk management industry-exceeding expectations with its advanced technology, creative problem solving, and research capabilities. CONTACT INFORMATION: MCKENNA CUMMINGS Inside Producer/Broker d: 985.231.3054 e: [email protected]