Surplus Lines Tax Associate

Position Summary

Surplus line taxes are a conglomerate of legal, accounting, and public relations knowledge. There are several duties a Surplus Lines Tax Associate must perform to succeed in their role.

The Surplus Lines Tax Associate position involves :

Reconciliation of surplus lines tax transactions

Knowledge of required documents needed for filing and client records

Work with diverse personalities and build relationships with producers, account managers, state insurance regulators, and stamping offices

Work with regional licensing team

Responsibilities :

• Provide assistance to producers and account managers regarding tax rates, affidavits, and home state designation
• Submit required documents to states to facilitate timely filings
• Coordinate payment of taxes 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

Qualifications :

Two years’ work experience in the insurance industry is preferred

Experience with Applied Systems (EPIC) is preferred

Strong problem solving abilities

Strong desire to learn and foster a community of compliance

Ability to compile, organize, and analyze data

Ability to understand and apply rules, regulation policy and procedures

Ability to plan, organize and coordinate work activities independently

Excellent communication and interpersonal skills

Strong attention to detail

About HUB International

HUB International is a top 5 global insurance broker providing a broad array of property, casualty, risk management, life and health, employee benefits, investment and wealth management products and services.

HUB has more than 500 offices across the United States, Canada and Puerto Rico with more than 18,000 employees. Our regional offices throughout North America are dedicated to helping individuals and businesses evaluate and manage their risks and insurance needs.

We are a company dedicated to superior customer service with employees committed to adding value to every client activity.

Why Choose HUB?

Throughout our network of more than 500 HUB offices in North America, we offer a competitive, exciting and friendly work environment that strategically positions our employees for longevity and success.

At HUB, we believe in investing in the future of our employees, and provide continuous opportunities for growth and development.

Our entrepreneurial culture fosters an environment that empowers our people to make the best decisions for our customers and organization, focusing on expanding the industry knowledge of our insurance professionals to better serve our valued clients.

We are committed to providing you with competitive and flexible benefits options that are rooted in your current needs, yet evolves as your needs change over time.

Join us in taking the first step toward creating a future that combines a diverse, challenging work environment with financial security and career satisfaction.

LI-KP1

Department Business OperationsRequired Experience : 1-2 years of relevant experienceRequired Travel : No Travel RequiredRequired Education : High school or equivalent

HUB International Limited is an equal opportunity and affirmative action employer that does not discriminate on the basis of race / ethnicity, national origin, religion, age, color, sex, sexual orientation, gender identity, disability or veteran's status, or any other characteristic protected by local, state or federal laws, rules or regulations.

The EEO is the Law poster and its supplement is available here at.

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