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Corporate Surplus Lines Analyst


WA - Bellevue, WA - Seattle, WA - Spokane

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General Description:


• Facilitate agent/agency compliance with state surplus lines rules

• Provide surplus lines assistance to all USI team members

• 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 applying state surplus lines related administrative code

Knowledge, Skills and Abilities:

• Bachelor’s degree from accredited college or university – preferably with major in accounting or business

• 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 fingering.

Analysis of Physical Demands:

• Constantly (over 66% of time) work performed requires employees to use repetitive hand motions such as fingering, using a keyboard, and sitting at a desk.

• Frequently (34%-66% of time) work performed requires employees to handle and grasp things, walk on normal surfaces, stand and bend.

• Occasionally (1%-33% of time) work performed requires employees to drive to client appointments, have repetitive foot movements, walk on uneven or slippery surfaces to and from work and occasionally reach outward to grab things and bend.

• Rarely (< than 1 hour per week) work performed requires Lifting/Carrying items that range from 10-50lbs, pushing/pulling items that range from 10-50lbs, twisting/ turning including reaching over shoulder or above head , kneeling or squatting.

Job ID:


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Notice to Recruiters and Agencies regarding unsolicited resumes or candidate submissions without prior express written approval.
Resumes submitted or candidates referred to USI Insurance Services by any external recruiter or recruitment agency by any means (including but not limited to via Internet, e-mail, fax, U.S. mail and/or verbal communications) without a properly executed written contract for a specified position by an authorized member of the Talent Acquisition team become the property of USI Insurance Services. The Company will not be responsible for, or owe any fees associated with, referrals of those candidates and/or for submission of any information, including resumes, associated with individuals.

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