Surplus Lines Analyst
Remote · Fort Wayne, Indiana, United States
Job Summary
Surplus Lines Tax Compliance Analyst responsible for managing surplus lines tax filings and ensuring compliance across multiple jurisdictions. Partners with Compliance, Legal, Accounting, and production teams to reconcile tax reports, policy documentation, and supporting records to ensure accurate, timely filings. Prepares, reviews, and files surplus lines tax reports, affidavits, and related regulatory filings; researches regulatory changes; maintains audit-ready filing records; supports ongoing regulatory initiatives; coordinates documentation to state regulators; maintains licensing portals; and contributes to process improvement across surplus lines tax processes. Must be detail-oriented, organized, and capable of managing multiple deadlines in a fast-paced insurance environment. Key duties include processing surplus lines transactions, reconciling discrepancies, ensuring timely tax payments, and providing guidance on regulatory requirements.
Required Qualifications
- Bachelor’s degree in Risk Management & Insurance, Business Administration, Legal Studies, or a related field (preferred)
- Minimum 3+ years of experience in the insurance industry
- Minimum 2+ years of experience handling surplus lines tax filings, regulatory reporting, or related compliance functions
- Experience in MGA, wholesale brokerage, carrier, or delegated authority environments preferred
- Solid knowledge of state surplus lines regulations, tax filing requirements, and non-admitted insurance compliance obligations
- Strong analytical, problem-solving, and data reconciliation skills
- Excellent written and verbal communication skills, ability to collaborate across teams
- Proficiency in Microsoft Excel and familiarity with policy administration systems (Inscipher preferred)
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