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Operations Assistant

1 month ago

Doral, United States CFA Institute Full time

Built on meritocracy, our unique company culture rewards self-starters and those who are committed to doing what is best for our customers. It's an exciting time to join Brown & Brown Insurance Our business is growing both in North America and internationally which emphasizes the need to build an unparalleled team that promotes future growth. We're excited to continue solidifying that foundation as we are looking for an Operations Assistant for our Regional Tax and Surplus Lines Tax Department. The Operations Assistant will be responsible for reviewing, preparing, and filing state tax filing submissions. This teammate will ensure all documentation and statutory compliance requirements are met. WHAT YOU'LL DO: Evaluate management reports to ensure that all offices have submitted required filing documentation. Follow up with profit centers as necessary to secure complete and timely submissions. Review and prepare all office tax filing submissions; ensure necessary documentation has been submitted; verify appropriate invoicing and taxing amounts; ensure compliance with all state requirements. Process tax filings for assigned states in a timely and accurate manner. As assigned, handle any discrepancies (i.e. tags) identified by state filing authorities, ensuring timely resolution. Handle any SL tax discrepancies identified by Accounting Leaders, Corporate Accounting Department, etc., ensuring timely resolution. Review state and industry publications monitor state websites and coordinate with Lead & profit centers to ensure that all tax filing information, processes and forms are kept current. Assist Lead in managing Tax and Affidavit Information link (for all states) on Intranet; assist in maintaining all relevant tax and filing information using software tools such as Word, Adobe and Excel. Submit current/updated tax information to the Lead for the monthly tax newsletter; communicate to all pertinent profit center staff regarding updates or changes to tax and filing compliance issues affecting their states. Establish and maintain appropriate documentation for all state filing, ensuring the information is complete, accurate and current. Performs analysis or research as assigned by Leaders to assist with internal or state auditors. At the direction of Lead, develop and maintain procedures and materials in support of the department's mission(s). Other duties as they may be assigned. WHAT YOU'LL NEED: Required: Minimum High School diploma required. Proficient with computers & MS Office Suite Exceptional telephone demeanor Ability to maintain a high level of confidentiality. 1 - 3 years' experience in insurance field Preferred: 4-40 License or higher Some college education 1 - 3 years' experience in surplus lines insurance/taxes Notary WHAT WE OFFER: Excellent growth and advancement opportunities Competitive pay Generous benefits package: health, dental, vision, 401(k), etc. Education assistance: tuition reimbursement assistance, student loan repayment assistance, scholarships for dependents of teammates Employee Stock Purchase Plan Paid time off We are an Equal Opportunity Employer. We take pride in the diversity of our team and seek diversity in our applicants. #J-18808-Ljbffr