The Surplus Lines Senior Coordinator is responsible for ensuring compliance with surplus lines regulatory requirements by managing tax filings, coordinating with brokers and underwriters, and maintaining accurate documentation. This role requires a keen eye for detail, strong organizational skills, and a comprehensive understanding of surplus lines regulations across multiple jurisdictions.

What can you expect?

Understanding of the insurance brokerage and risk management Industry and people, processes and technologies that drive them: You will attend a robust training program of classroom-based, side-by-side, and on-the-job training. We will provide the insurance knowledge required to be successful while learning our systems. While you will go through a significant amount of training required understanding and working effectively in the insurance environment, this is not a sales position and does not involve or include any sales function or targets. An insurance license is not required, although you are welcome to take the licensing exam for career development purposes.

What is in it for you?

A foot in the door at Fortune 500 company; this role will expose you to many areas of the company and various aspects of Commercial Insurance that will allow you to expand your network, gain valuable knowledge  and enhance your skills

Benefits like Medical, Dental, Vision, STD/LTD and Life Insurance, a generous 401k match and PTO allowance, Employee Stock Purchase program, and Tuition Reimbursement, with benefits starting Day 1

Culture of internal mobility, diversity, inclusion, and collaboration in a relaxed environment with a casual dress code

A company-wide emphasis on Corporate Social Responsibility; all colleagues receive 8 hours of paid time off for volunteering, with the option to join our organized group activities

Opportunities to get involved with resource groups, guest speaker lectures, career development events, volunteering, social activities, and more

Flexible work opportunities to ensure a healthy work/life balance

A convenient North Austin location near the Lakeline MetroRail station with onsite amenities like a free fitness room, showers, indoor bicycle storage, jogging trails, and onsite food service.

We will count on you to:

Surplus Lines Filings; Prepare, review, and submit surplus lines tax filings, affidavits, and other regulatory documents accurately and on time to meet state-specific requirements.

Compliance Management; Monitor and ensure compliance with all surplus lines regulations, including license maintenance, state filing requirements, and ongoing changes in legislation.

Policy Review and Coordination; Work closely with brokers, underwriters, and agents to review and validate insurance policies, endorsements, and renewals to ensure compliance with surplus lines laws.

Record Keeping; Maintain detailed records of all surplus lines transactions, including filings, endorsements, and correspondence with regulatory bodies. Ensure data accuracy and consistency in the system.

Audit Support; Assist in preparing for and responding to internal and external audits related to surplus lines filings and compliance. Provide documentation and address any audit findings.

Stakeholder Communication; Act as a liaison between internal teams, brokers, and state regulators to resolve issues and provide guidance on surplus lines requirements.

Training and Updates; Stay updated on regulatory changes and communicate relevant information to internal teams. Provide training and support to other staff members on surplus lines processes and requirements.

Process Improvement; Identify opportunities for process improvements and efficiencies in surplus lines operations and recommend solutions. 

What you need to have:

Intermediate Microsoft Office proficiency: you’ll mainly use Excel and Outlook - knowledge of basic Excel formulas, pivot tables, and Outlook organization is beneficial

Strong communication skills: you’ll collaborate with client teams and colleagues are remote, so the ability to communicate effectively is key

Exceptional time management skills. Although this role is highly collaborative, your work is also self-directed so you’ll need to effectively manage your time.

Ability to multi-task to meet deadlines. This is essential to guarantee we’re providing excellent service to our client teams.

Attention to detail is critical to ensure we’re entering accurate information into our forms and systems.

Ability and aptitude to conduct research. You don’t mind digging when you need more information.

What makes you stand out?

1+ years of experience with surplus lines tax filing

Bachelor’s Degree

Marsh is the world’s leading insurance broker and risk adviser. With more than 45,000 colleagues operating in more than 130 countries, Marsh serves commercial and individual clients with data driven risk solutions and advisory services. Marsh is a business of Marsh McLennan (NYSE: MMC), the leading global professional services firm in the areas of risk, strategy and people. With annual revenue of over $20 billion, Marsh McLennan helps clients navigate an increasingly dynamic and complex environment through four market-leading businesses: Marsh, Guy Carpenter, Mercer, and Oliver Wyman. For more information, visit marshmclennan.com, follow us on LinkedIn and Twitter.

Marsh McLennan is committed to embracing a diverse, inclusive and flexible work environment. We aim to attract and retain the best people and embrace diversity of age background, disability, ethnic origin, family duties, gender orientation or expression, marital status, nationality, parental status, personal or social status, political affiliation, race, religion and beliefs, sex/gender, sexual orientation or expression, skin color, veteran status (including protected veterans), or any other characteristic protected by applicable law.

If you have a need that requires accommodation, please let us know by contacting TANA@mmc.com

Marsh McLennan is committed to hybrid work, which includes the flexibility of working remotely and the collaboration, connections and professional development benefits of working together in the office. All Marsh McLennan colleagues are expected to be in their local office or working onsite with clients at least three days per week. Office-based teams will identify at least one “anchor day” per week on which their full team will be together in person.

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