Surplus Lines Tax Specialist

Join Amwins Group, Inc. where we work as one team, committed to collaboration, teamwork, and never settling for the status quo!

Amwins Group, Inc. is seeking an adaptable and detail-oriented individual to join our lively Client Services Team as a Surplus Lines Tax Specialist.

ESSENTIAL DUTIES AND RESPONSIBILITIES

Processing surplus lines transactions on the states that have been assigned, within the deadlines set by those state entities. Including, but not limited to, surplus lines document review, forwarding policy documents to states (if required), and logging transactions for reporting states.

Completing and submitting tax reports on a monthly, quarterly, semi-annual and/or annual basis; involves generating reports; verifying data for accuracy; reconciling data to production records and resolving differences timely, processing check/ACH requests, and meeting all filing deadlines.

Updating Tax Filings tab with the status of the tax filing on each transaction.

Updating Filings Calendar with comments and status on each tax payment

Scanning and uploading completed reports, supporting documents, and payment confirmations

Researching, monitoring and implementing any changes required to ensure compliance with each state’s surplus lines requirements.

Communicating with production teams regarding missing tax compliance documents; errors to be researched and revisions to be made.

Escalating issues timely to managers for assistance in resolution

Keeping manager apprised of any state updates, if these have not already been communicated by our Corporate Compliance team.

Coordinating with, and backing up, other Surplus Lines Tax Specialists.

KNOWLEDGE/EXPERIENCE

1-3 years experience with M365 applications: Outlook, Teams, Excel, Word, etc.

1-3 years experience in the insurance industry and admitted vs. non-admitted markets, is preferred, but not required

Surplus lines tax filing experience or knowledge is a plus

Likes working with and analyzing numbers

NECESSARY SKILLS/ATTRIBUTES

Strong verbal and written communication skills

Exceptional customer service and problem-resolution skills

Strong attention to detail and critical thinking skills

Ability to work well under pressure

Ability to multi-task with strong initiative

Strong comprehension and analytical skills

Gather and interpret moderately complex data

Comfortable interacting with various levels of internal and external contacts regularly

We are an equal opportunity employer and value diversity at our company. We do not discriminate on the basis of race, religion, color, national origin, gender, sexual orientation, age, marital status, veteran status, or disability status.