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

EOE, including disability/vets