Atlanta, GA, USA
131 days ago
Manager, Surplus Lines Tax Reporting

About Specialty Program Group: Specialty Program Group (SPG) is the wholesale & MGA division of HUB International (7th Largest Global Broker).  SPG acts in a holding company capacity acquiring best in class underwriting businesses to operate independently under discrete brands (portfolio companies). 

Key Responsibilities

Manage processing surplus lines tax transactions for all states within the deadlines set by those state entities. This includes, but is not limited to, affidavit processing, forwarding of policy to appropriate state (if required), and logging of transactions, etc.

Completing and filing tax reports on a monthly, quarterly, semi-annual, and annual basis; involves running of reports and verification of data to ensure accuracy of information and processing of check requests, making sure to meet all filing deadlines

Reconciling and correcting discrepancies between the tax report and tax documentation received, including working with production teams to resolve invoicing errors

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

Updating internal systems and reporting data bases with the status of the tax filing support on each transaction

Monitor unpaid tax report and other internal reports to ensure timeliness in payment and reporting of all surplus lines taxes

Coordinate and manage surplus lines state audits or inquiries with field teams – verifying transactions, documents, and filings

Develop and design workflows to support efficient and streamlined processes

Monitoring and developing surplus lines tax filing staff and managing performance

Training and developing new and existing staff

Keeping field teams apprised of any state updates or changes in regulations.

coordinate regulatory research to determine requirements for new states, and/or new coverages as business expand in new areas

Required Experience

Associate’s degree or equivalent combination of education and experience

3 years of supervisory or management experience

5 years’ surplus lines experience with E&S Wholesale Agency

Knowledge of insurance industry, admitted vs. non-admitted markets, is preferred

Microsoft Office proficiency with an emphasis in Excel

Strong math and analytical skills

Must have exceptional attention to detail

Excellent communication and interpersonal skills

Ability to prioritize and execute tasks independently in a fast-paced environment

Required Travel: Up to 10%

Work Location

This position is hybrid working out of our office in Atlanta.

#SPG

Department Business Operations

Required Experience: 2-5 years of relevant experience

Required Travel: Negligible

Required Education: Associate degree (2-year degree)

HUB 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 .

EEOAA Policy

E-Verify Program

We endeavor to make this website accessible to any and all users. If you would like to contact us regarding the accessibility of our website or need assistance completing the application process, please contact the US Recruiting Team toll-free at (844) 300-9193 or USRecruiting@hubinternational.com. This contact information is for accommodation requests only; do not use this contact information to inquire about the status of applications.

Confirm your E-mail: Send Email