
Willis Towers Watson
Surplus Lines Specialist
Posted on Mar 20 Nashville, TN 64 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.
EOE, including disability/vets
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