Overview:
If you’re looking for the stability of a profitable, growing company with the entrepreneurial spirit of a startup, we’re hiring. SageSure, a leader in catastrophe-exposed property insurance, is seeking a Director, Surplus Lines. Helping customers and a service mindset are at the core of SageSure’s Policy Services team. As part of this growing team, you’ll experience a fast-paced environment that requires dynamic involvement and provides accelerated learning. 

What you’d be doing:

• Ensures surplus lines placements comply with industry specifications, standards, regulations, and laws. They will be responsible for reviewing the taxes on non-admitted business; oversee the implementation of new and existing state statutes and regulations with respect to the excess lines markets; and review operational practices, to create, and enforce compliance plans, and perform regulatory risk management.

Primary Responsibilities:

• Oversee the preparation of materials and information required in response to internal and external regulatory audits, data calls, examinations, and surveys and assist in drafting responsive communications to the requesting parties or regulatory authorities.
• Ensures regular reporting of all surplus lines tax reports on a monthly, quarterly, semi-annual, and annual basis; involves running of reports and verification of data to ensure accuracy of information making sure submitted information meets all filing deadlines.
• Oversee the team which reconciles and corrects discrepancies between the tax report and tax documentation received, including working with accounting teams and production teams to resolve errors.
• Work at the direction of the AVP Legal Counsel and AVP Product Compliance to design, implement, and enforce compliance strategy, policies and programs that are effective in preventing violations of statutes, regulations, and company policies.
• Assist in responding to filing objections, communicate with the DOI and participate in meetings with them to help negotiate and secure approvals of filings within established timeframes.
• Training internal team on surplus lines procedures, processes, and updating internal systems and reporting databases. Serve as a subject matter expert on surplus lines, especially as expanded markets are introduced
• Ensure positive producer experiences and process is easy while ensuring training and education for compliance with relative to all regulatory requirements for non-admitted surplus lines insurance placement
• Development and maintenance of documented processes and procedures, and the associated testing of compliance all procedures.
• Partner with operations and other key stakeholders to create workflow improvements related to surplus lines to drive efficiencies that improve SageSure’s strategy and business objectives.

We’re looking for someone who has:

• 10+ years’ experience in property & casualty insurance including at least 5 years in leadership capacity preferred
• Resident state property/casualty and surplus lines licenses
• Surplus lines tax filing experience
• Outstanding written and verbal communication skills.
• Ability to manage multiple projects simultaneously, meeting deadlines, and delivering results while maintaining high-quality standards.
• Exceptional problem solving and process design skills, with emphasis on customer experience.
• Ability to remain focused with multiple, competing deadlines.
• Strong MS Excel skills/experience.
• May require quarterly travel to one of SageSure’s offices for team collaboration.

Highly preferred candidates also have:

• At least 3-5 years in surplus lines brokerage
• Experience in insurance regulatory compliance