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Willis Towers Watson

Surplus Lines Specialist

Posted on Nov 19 Nashville, TN 9 views

The Surplus Lines Specialist (鈥淪LS鈥) 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鈥檚 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 (鈥淪LS鈥) 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鈥檚 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 潘金莲传媒映画 Departments by consulting with questions/issues
  • Ensures that assigned offices follow all SOP鈥檚


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

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