Surplus Lines Coordinator

SUMMARY

Responsible for assisting with the preparation, reporting and all other aspects of Surplus Lines filings for the company in all 50 states. Ensures that proper tax payments are made on time and in accordance with state guidelines.

ESSENTIAL DUTIES AND RESPONSIBILITIES

* Generates and reviews weekly insurance company payables reports;

* Ensures surplus lines taxes and fees are billed correctly in agency management systems and that proper policy documentation has been received from Sales staff;

* Reconciles and corrects discrepancies between the report and the documentation received;

* Requests and processes checks or other forms of payment for the applicable fees;

* Ensures that payment of fees and supporting documentation is sent to the appropriate state agency or Surplus Lines Association according to monthly, quarterly, semi-annual or annual due dates;

* Other duties as assigned.

QUALIFICATIONS
EDUCATION / EXPERIENCE

Associate's degree or equivalent combination of education and experience

Two (2) or more years related work experience; Surplus Lines filing experience and Insurance Payables experience preferred.

SKILLS

Excellent verbal and written communication skills

Strong customer service skills

Ability to organize and prioritize workload

Ability to communicate effectively with supervisor and non-accounting employees

Ability to work within a team and to foster teamwork

Proficient in Microsoft Office products

#LI-DD1

• San Diego, CA, USA
• Virtual