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Surplus Lines Coordinator


WA - Seattle

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General Description: 

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


  • 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.


Job ID:


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