Surplus Lines Tax Analyst

1 week ago

Charlotte, United States AmWINS Group Full time
Amwins Group, Inc. is seeking an adaptable and detail-oriented individual to join our lively Client Services Team as a Surplus Lines Tax Analyst.

ESSENTIAL DUTIES AND RESPONSIBILITIES
  • Researching and implementing compliance changes with each state's surplus lines requirements.
  • Monitoring open filings (i.e., pipeline) of assigned states to ensure filings are actioned timely and accurately by Surplus Lines Tax Specialists
  • Monitoring filing and payment due dates to ensure work is completed accurately and timely. This may also include:
    • Auditing completed transactions/reports to identify improvement opportunities
    • Conducting team training
  • Resolving problems with urgency with surplus lines team members, production teams and state department inquiries, as appropriate; proactively escalating to leaders, as needed
  • Facilitating state audits
  • Processing surplus lines transactions for assigned states, within state deadlines.
  • Completing and submitting tax reports on a monthly, quarterly, semi-annual and/or annual basis; involves running reports, verifying data for accuracy, reconciling data and resolving discrepancies timely, processing payment requests, submitting and paying before deadlines.
  • Updating transactions in Amwins filing management system with each tax filing status.
  • Updating internal filing/payment tracker tool with comments and status on each upcoming tax payment, and scanning, uploading the completed report and necessary documentation on completed payments.
  • Coordinating with and backing up the Surplus Lines Tax Specialists.
  • Participate in projects and other assignments, as needed.
KNOWLEDGE / SKILLS / EXPERIENCE
  • Knowledge of insurance industry is required - admitted vs. non-admitted markets, coverages, complex brokerage accounts (e.g., multi-participant policies and insurers, U.S. vs Non-U.S.)
  • Knowledge of tax filing requirements in multiple states (subject matter expert) is required.
  • Strong verbal and written communication skills
  • Strong analytical skills, including reconciliation of filed transactions between Amlink and applicable state billing reports, with timely clearing of any discrepancies
  • Ability to manage competing priorities effectively with strong initiative and work well under pressure
  • Exceptional customer service and problem-resolution skills of intermediate scope and complexity
  • Strong Excel skills
  • Ability to travel, as needed


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.

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