Surplus Lines Specialist

Overview:

If you're looking for the stability of a profitable, growing company with the entrepreneurial spirit of a startup, we’re hiring. SageSure, a leader in catastrophe-exposed property insurance, is seeking a Surplus Lines Specialist. SageSure is seeking an experienced insurance professional to ensure that excess and surplus lines processes are working as expected and that state tax filings are accurate and timely.  An excellent candidate will have insurance experience, preferably with excess and surplus lines, detailed oriented, process management focused, and thrive working in a fast-paced environment.  

If you are an effective communicator, organized, self-directed, reliable and results-oriented, we’d like to meet you! 

What you’d be doing: 

• Ensuring surplus lines tax transactions and filings are accurate for all states and processed within the deadlines set by those states. 
• Researching, monitoring, and implementing any changes required to ensure compliance with each state’s surplus lines requirements. 
• Auditing surplus lines transactions, documents, and filings. 
• Track and communicate key deliverable dates and provide weekly management reports. 
• Ensure adherence to company policies, established procedures, etc. 
• Consistently meeting established productivity, schedule adherence, and quality standards. 
• Performing other related duties and projects as assigned. 

We’re looking for someone who has: 

• 5+ years’ experience in property & casualty insurance. 
• Resident state property/casualty and surplus lines licenses required within 6 months of job acceptance. 
• Outstanding written and verbal communication skills. 
• Exceptional problem solving and process design skills, with emphasis on customer experience. 
• Ability to remain focused with multiple, competing deadlines. 
• Strong MS Excel skills/experience. 
• May require quarterly travel to one of SageSure’s offices for team collaboration. 

Highly preferred candidates also have: 

• A bachelor’s degree  
• Surplus lines tax filing experience 

About the Policy Services Team at SageSure: 

Helping customers and a service mindset are at the core of SageSure’s Policy Services team approach. Policy Services roles are directly responsible for building the brand, and we take that very seriously at SageSure. Our Policy Services team is the voice of SageSure—having frequent connections with our customers. Serving the customer is fulfilling and a great way to learn about the insurance industry. Policy Services roles have career progression paths built-in, and with all the industry knowledge you’ve gained, you’ll be primed for advancement within the department or across the company. The nature of the work requires constant interfacing with other teams, including underwriting, sales and marketing. As a part of this growing team, you’ll experience a fast-paced environment that requires dynamic involvement and provides accelerated learning.