Surplus Lines Tax Administrator jobs in United States
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HUB International · 1 week ago

Surplus Lines Tax Administrator

HUB International Limited is one of the largest global insurance and employee benefits brokers, providing a broad array of services. The Surplus Lines Tax Administrator will be responsible for reconciliation of surplus lines transactions, handling deposits, and AR reporting for two locations, while ensuring compliance with state surplus lines rules.

Financial ServicesInsuranceInsurTechRisk Management

Responsibilities

Facilitate agent/agency compliance with state surplus lines rules
Provide assistance to Producers and Account Managers - Tax rates, Affidavits, Home State designation
Submit required documents to states to facilitate timely filings
Creation and implementation of state filing process internally
Coordinate payment of tax and related fees
Assist in the development and maintenance of surplus lines processes and producers
Assist in reading and interpreting state surplus lines related to administrative code
Reconciling surplus lines accounts
Running monthly AR reports and assists keeping the AR current
Administering return premiums for two of our locations

Qualification

Surplus lines tax knowledgeInsurance industry experienceData analysisCompliance understandingCommunication skillsInterpersonal skillsAttention to detail

Required

Two years' work experience in the insurance industry-preferably with surplus lines tax
Strong desire to learn and foster a community of compliance
Knowledge of insurance industry and risk manager
Knowledge of methods of compiling, organizing and analyzing data
Ability to understand and apply rules, regulations, policies and procedures
Ability to plan, organize and coordinate work activities independently
Excellent communication, interpersonal skills and positive attitude
Strong attention to detail
High School Diploma or equivalent required

Preferred

Bachelor's degree in business, Risk Management and Insurance, or Accounting preferred not required

Benefits

Medical/dental/vision insurance and voluntary insurance options
Health Savings Account funding
401k matching program
Company paid Life and Short-Term Disability Plans
Supplemental Life and Long-Term Disability Options
Comprehensive Wellness Program
Generous PTO Package - Vacation, Holiday, Sick, and Personal Time Off

Company

HUB International

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HUB International is an insurance brokerage company that offers employee benefits, business, and personal insurance products and services.

Funding

Current Stage
Public Company
Total Funding
$8.5B
Key Investors
Leonard Green & PartnersAltas Partners
2025-05-12Private Equity· $1.6B
2023-09-15Private Equity
2023-06-22Debt Financing· $6.9B

Leadership Team

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Marc Cohen
Chairman of the Board and CEO
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Joseph C. Hyde
Chief Financial Officer
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Company data provided by crunchbase