Surplus Lines Tax Coordinator

Position Summary

The Surplus Lines Tax Coordinator is responsible for handling semi-routine assignments related to surplus lines documentation, ensuring accuracy in filings, and supporting day-to-day operations. The role provides support to the Surplus Lines teams, stays informed about industry changes, and participates in customer outreach initiatives. They collaborate with branch offices, contribute to maintaining tax tables, and assist during internal and external audits.

What will your job entail?

Job Responsibilities :

• Works on semi-routine assignments related to surplus lines documentation, recognizing the accepted practices, utilizes online systems to retrieve, organize, and delivers surplus lines filings.
• Supports operational activities by working closely with branch offices and accounting team to ensure proper procedures are followed within the Surplus Lines team.
• Assists in maintaining tax tables and testing changes to the system, takes corrective action to ensure accuracy and reliability, contributes to the verification of proper billing by the state.
• Helps the Surplus Lines teams during internal and external audits, ensures that all requested documents and information are readily available and in compliance with audit requirements.
• Provides day-to-day support and assistance to employees in the Surplus Lines team and ensures a collaborative and effective working environment.
• Serves as a liaison for the Underwriting and brokerage team in day-to-day relations with Operations to ensure all questions are answered and accounts are serviced in a timely and accurate manner.
• Assist in the implementation and monitoring of the account processes to ensure the ultimate account servicing is provided.
• Stays informed about industry changes, company policies, and procedural updates, ensures compliance with established guidelines, and follows established procedures on routine work.
• Supports brokers and clients with basic inquiries and requests related to surplus lines coverage and documentation and communicates changes in state regulations or company procedures.
• Contributes to the development and execution of customer outreach initiatives, including the distribution of relevant materials and information to policyholders and agents.
• Participates actively in training and development opportunities to enhance knowledge of surplus lines principles, policies, and procedures.

Work Experience and Education :

Ryan Specialty is an Equal Opportunity Employer. We are committed to building and sustaining a diverse workforce throughout the organization. Our vision is an inclusive and equitable workplace where all employees are valued for and evaluated on their performance and contributions. Differences in race, creed, color, religious beliefs, physical or mental capabilities, gender identity or expression, sexual orientation, and many other characteristics bring together varied perspectives and add value to the service we provide our clients, trading partners, and communities. This policy extends to all aspects of our employment practices, including but not limited to, recruiting, hiring, discipline, firing, promoting, transferring, compensation, benefits, training, leaves of absence, and other terms, conditions, and benefits of employment.

How We Support Our Teammates

Ryan Specialty seeks to offer our employees a comprehensive and best-in-class benefits package that helps them - and their family members - achieve their physical, financial, and emotional well-being goals. In addition to paid time off for company holidays, vacation, sick and personal days, Ryan offers paid parental leave, mental health services and more.

The target hourly rate range for this position is $22.25 - $25.00 per hour.

The wage range for this role considers many factors, such as training, transferable skills, work experience, licensure and certification, business needs, and market demands. The pay range is subject to change and may be modified in the future. Full-time roles are eligible for bonuses and benefits. For additional information on Ryan Specialty Total Rewards, visit our website https : / / benefits.ryansg.com / .

We provide individuals with disabilities reasonable accommodations to participate in the job application or interview process, to perform essential job functions, and to receive other benefits and privileges of employment in accordance with applicable law. Please contact us to request an accommodation at HR@Ryansg.com

The above is intended to describe this job's general requirements. It is not to be construed as an exhaustive statement of duties, responsibilities, or physical requirements. Nothing in this job description restricts management's right to assign or reassign duties and responsibilities to this job at any time. Reasonable accommodations may be made to enable individuals with disabilities to perform essential functions.