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Corporate Surplus Lines Analyst

Alternate Locations:

TX - Dallas

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General Description:



  • Facilitate agent/agency compliance with state surplus lines rules
  • Provide call center assistance to national surplus lines agents and filers
  • Submit required documents to states to facilitate timely filings
  • Coordinate payment of tax and related fees
  • Assist in auditing A/P to ensure prompt payment of collected taxes and fees
  • Coordinate payment of tax and related fees
  • Assist in the development and maintenance of surplus lines processes and procedures
  • Assist in reading and interpreting state surplus lines related administrative code

Knowledge, Skills and Abilities

  • Two years work experience in the insurance industry -- preferably with surplus lines
  • P&C Insurance license, willing to obtain Surplus Lines Broker license within one year
  • Prefer experience with Sagitta (Vertafore)
  • Strong desire to learn and foster a community of compliance
  • Knowledge of insurance industry and risk management
  • Knowledge of methods of compiling, organizing and analyzing data
  • Ability to understand and apply rules, regulations policies and procedures
  • Ability to prepare reports
  • Ability to plan, organize and coordinate work activities independently
  • Excellent communication, interpersonal skills and a positive attitude
  • Very strong detail skills
  • Proficiency with all MS Office applications

Physical Demands

Work is performed in a climate controlled office environment with minimal noise and limited to no exposure to chemicals or toxins. Employees operate office equipment including; telephone - headset, computer, computer monitors, keyboard, mouse, copier, scanner and mail machine. Physical tasks of job include; walking, sitting, standing, bending and typing.

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