Surplus Lines Coordinator

General Description: 

Responsible for surplus lines tax reporting support of the organization with, data analysis, document organization and compliance related tasks.

Responsibilities:

• Facilitate agent/agency compliance with state surplus lines rules
• Provide assistance to national surplus lines agents
• Submit required documents to states to facilitate timely filings
• Coordinate zero reporting for employees
• Reviewing A/P to ensure prompt filing of policies
• Distribution of shared team email and mail

Knowledge, Skills and Abilities:

• College degree preferred
• Prefer one year work experience in the insurance industry – ideally with surplus lines
• Prefer experience with Sagitta (Vertafore), ImageRight, and state based filing systems
• Strong desire to learn and foster a community of compliance
• Has or is willing to obtain P&C Insurance license within one year
• Knowledge of insurance industry and risk management a plus
• 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 – specifically intermediate Excel experience

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.