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 designationSubmit required documents to states to facilitate timely filingsCoordinate payment of taxes and related feesAssist in the development and maintenance of surplus lines processes and proceduresAssist in reading and interpreting state surplus lines related administrative codeQualifications:
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.
Department Business OperationsRequired Experience: 1-2 years of relevant experienceRequired Travel: No Travel RequiredRequired Education: High school or equivalentHUB 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 http://www.dol.gov/ofccp/regs/compliance/posters/ofccpost.htm .
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