Surplus Lines Specialist

The Surplus Lines Specialist (“SLS”) acts as a consultant to the Willis client service teams with regard to surplus lines tax and related matters. The position handles initial affidavit/filing submissions to the various states for assigned Willis licensees, and works with the team’s payable specialists and payable processors to ensure that all required surplus lines-related filings and tax payments are made with regulatory agencies accurately and timely.

The Surplus Lines Specialist (“SLS”) acts as a consultant to the Willis client service teams with regard to surplus lines tax and related matters. The position handles initial affidavit/filing submissions to the various states for assigned Willis licensees, and works with the team’s payable specialists and payable processors to ensure that all required surplus lines-related filings and tax payments are made with regulatory agencies accurately and timely. 

Note: Employment-based non-immigrant visa sponsorship and/or assistance is not offered for this specific job opportunity.

The Role

• Consults and advises the client service teams working in each office assigned regarding surplus lines processes, procedures, rules and regulations. 
• Performs tax and fee calculations/premium allocation for all multi-state placements 
• Prepares and files all initial documents/filings required with respect to each surplus lines policy placed by assigned offices, including broker responsibility forms, affidavits, and online state submissions. 
• Works with payable specialists and payable processors to ensure that all surplus lines policies placed by assigned offices have been received and processed in a timely manner
• Develops relationships with members of State Insurance Departments by consulting with questions/issues
• Ensures that assigned offices follow all SOP’s 

The Requirements 

• College degree, ideally in a business discipline, strongly preferred 
• Accounting background and/or experience working in banking
• 1-2 years of commercial insurance experience is required 
• Surplus Lines Tax Filing Experience a strongly preferred
• Ability to communicate in a professional manner to both internal and external clients 
• Ability to organize tasks and manage competing priorities 
• Ability to work independently and efficiently in a fast-paced environment to meet strict deadlines with minimal supervision 
• Excellent Customer Service skills both written and verbal
• Superb attention to detail
• Ability to maintain 98% quality rating or higher on all tasks
• Team oriented
• Critical thinking and problem solving skills 
• Intermediate to advanced Excel skills 
• Ability to work with state insurance departments
• Position requires a self-motivated and flexible person

Compensation and Benefits 

Base salary range and benefits information for this position are being included in accordance with requirements of various state/local pay transparency legislation. Please note that salaries may vary for different individuals in the same role based on several factors, including but not limited to location of the role, individual competencies, education/professional certifications, qualifications/experience, performance in the role and potential for revenue generation (Producer roles only).

Company Benefits

WTW provides a competitive benefit package which includes the following (eligibility requirements apply):

• Health and Welfare Benefits: Medical (including prescription coverage), Dental, Vision, Health Savings Account, Commuter Account, Health Care and Dependent Care Flexible Spending Accounts, Group Accident, Group Critical Illness, Life Insurance, AD&D, Group Legal, Identify Theft Protection, Wellbeing Program and Work/Life Resources (including Employee Assistance Program)
• Leave Benefits: Paid Holidays, Annual Paid Time Off (includes paid state/local paid leave where required), Short-Term Disability, Long-Term Disability, Other Leaves (e.g., Bereavement, FMLA, ADA, Jury Duty, Military Leave, and Parental and Adoption Leave), Paid Time Off (Washington State only)
• Retirement Benefits: Contributory Pension Plan and Savings Plan (401k). All Level 38 and more senior roles may also be eligible for non-qualified Deferred Compensation and Deferred Savings Plans.

EOE, including disability/vets