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Surplus Lines Analyst
Location
United States
Posted
5 days ago
Salary
$75K - $90K / year
Seniority
Senior
Job Description
Surplus Lines Analyst
AGIA Affinity
• Process surplus lines transactions across all applicable jurisdictions • Prepare, review, and file surplus lines tax reports on a monthly, quarterly, semi-annual, and annual basis • Reconcile discrepancies between tax filings, policy documentation, and invoicing records • Coordinate the timely payment of surplus lines taxes, stamping fees, and related regulatory fees • Assist in the development, documentation, and continuous improvement of surplus lines tax processes • Research and interpret state surplus lines statutes, regulations, and legislative updates • Maintain accurate, organized, and audit-ready filing records and supporting documentation • Ensure compliance with regulatory guidelines governing non-admitted insurance transactions
Job Requirements
- Bachelor’s degree in Risk Management & Insurance, Business Administration, Legal Studies, or a related field preferred
- Minimum of 3+ years of experience within the insurance industry
- Minimum of 2+ years of experience handling surplus lines tax filings, regulatory reporting, or a related compliance function.
- Experience working within MGA, wholesale brokerage, carrier, or delegated authority environments is strongly preferred.
- Working knowledge of state surplus lines regulations, tax filing requirements, and non-admitted insurance compliance obligations.
- Solid understanding of insurance terminology, policy structures, and transaction workflows.
- Intermediate to advanced proficiency in Microsoft Office applications, particularly Excel.
- Experience with policy administration systems, compliance platforms, and Inscipher is strongly preferred.
- Strong analytical, problem-solving, and data reconciliation skills with exceptional attention to detail.
- Strong written and verbal communication skills with the ability to collaborate effectively across operational, accounting, legal, and production teams.
Benefits
- Competitive benefits and compensation
- Culture of empowerment
- Commitment to innovation
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