Surplus Lines Senior Coordinator

Company:

Marsh

Description:

The Surplus Lines Senior Coordinator is responsible for ensuring compliance with surplus lines regulatory requirements by managing tax filings, coordinating with brokers and underwriters, and maintaining accurate documentation. This role requires a keen eye for detail, strong organizational skills, and a comprehensive understanding of surplus lines regulations across multiple jurisdictions.

What can you expect?

• Understanding of the insurance brokerage and risk management Industry and people, processes and technologies that drive them: You will attend a robust training program of classroom-based, side-by-side, and on-the-job training. We will provide the insurance knowledge required to be successful while learning our systems. While you will go through a significant amount of training required understanding and working effectively in the insurance environment, this is not a sales position and does not involve or include any sales function or targets. An insurance license is not required, although you are welcome to take the licensing exam for career development purposes.

What is in it for you?

• A foot in the door at Fortune 500 company; this role will expose you to many areas of the company and various aspects of Commercial Insurance that will allow you to expand your network, gain valuable knowledge  and enhance your skills

• Benefits like Medical, Dental, Vision, STD/LTD and Life Insurance, a generous 401k match and PTO allowance, Employee Stock Purchase program, and Tuition Reimbursement, with benefits starting Day 1

• Culture of internal mobility, diversity, inclusion, and collaboration in a relaxed environment with a casual dress code

• A company-wide emphasis on Corporate Social Responsibility; all colleagues receive 8 hours of paid time off for volunteering, with the option to join our organized group activities

• Opportunities to get involved with resource groups, guest speaker lectures, career development events, volunteering, social activities, and more

• Flexible work opportunities to ensure a healthy work/life balance

• A convenient North Austin location near the Lakeline MetroRail station with onsite amenities like a free fitness room, showers, indoor bicycle storage, jogging trails, and onsite food service.

We will count on you to:

• Surplus Lines Filings; Prepare, review, and submit surplus lines tax filings, affidavits, and other regulatory documents accurately and on time to meet state-specific requirements.

• Compliance Management; Monitor and ensure compliance with all surplus lines regulations, including license maintenance, state filing requirements, and ongoing changes in legislation.

• Policy Review and Coordination; Work closely with brokers, underwriters, and agents to review and validate insurance policies, endorsements, and renewals to ensure compliance with surplus lines laws.

• Record Keeping; Maintain detailed records of all surplus lines transactions, including filings, endorsements, and correspondence with regulatory bodies. Ensure data accuracy and consistency in the system.

• Audit Support; Assist in preparing for and responding to internal and external audits related to surplus lines filings and compliance. Provide documentation and address any audit findings.

• Stakeholder Communication; Act as a liaison between internal teams, brokers, and state regulators to resolve issues and provide guidance on surplus lines requirements.

• Training and Updates; Stay updated on regulatory changes and communicate relevant information to internal teams. Provide training and support to other staff members on surplus lines processes and requirements.

• Process Improvement; Identify opportunities for process improvements and efficiencies in surplus lines operations and recommend solutions. 

What you need to have:

• Intermediate Microsoft Office proficiency: you’ll mainly use Excel and Outlook - knowledge of basic Excel formulas, pivot tables, and Outlook organization is beneficial

• Strong communication skills: you’ll collaborate with client teams and colleagues are remote, so the ability to communicate effectively is key

• Exceptional time management skills. Although this role is highly collaborative, your work is also self-directed so you’ll need to effectively manage your time.

• Ability to multi-task to meet deadlines. This is