Surplus Lines Tax Specialist

Remote - United States

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Risk Strategies
A leading specialty risk management consultancy and insurance broker offering smarter, practical approaches to risk mitigation and custom insurance program design for businesses, educational and government institutions, as well as successful...
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Risk Strategies is a top national specialty insurance brokerage and risk management firm assisting organizations and individuals to simplify the process of protecting assets, offering benefits and minimizing liability. With over 115 offices and 2,400 employees across the US & Canada, we thrive on our passion to be ranked a Best Places to Work since 2018 by our most important asset, our employees. For 2020, Risk Strategies was named 6th Fastest Growing Firm, 12th Largest Personal Lines Broker, 11th largest privately-held P&C Broker and the 16th largest US Broker by Insurance Journal.

Under supervision of the Surplus Lines Tax Manager, and within guidelines and authority established by One80 Intermediaries, the Surplus Lines Tax Specialist reviews filing information that was provided with binder & insurance policy, checks tax forms for completeness and accuracy and complies required information to be sent to the required states. This position requires a great deal of organization, communication and multi-tasking.

Primary Responsibilities and Duties:

  • Printing and Management of individual state reports
  • Entering of required information in various state websites
  • Completes Spreadsheet as needed
  • Provides additional information as required
  • Perform Daily customer service duties incl. but not limited to: Weekly/Monthly State filing reconciliation in conjunction with the Accounting Dept, effectively communicate company standards, mission and submission requirements to brokers


  • Results-oriented, self-motivated problem solver with excellent verbal and written communication skills
  • Ability to organize and prioritize workload with little supervision and efficiently make sound business decisions within level of authority, as applicable
  • Capacity to manage multiple tasks in response to both written and verbal requests
  • PC literate. Basic to intermediate skills with Word, Outlook and Excel
  • Candidate should possess excellent written and verbal communication skills, and sharp attention to detail. This includes strong documentation skills
  • Ability to collaborate with other staff members and external constituents
Job region(s): North America
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