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Surplus Lines Coordinator (Remote)

Role overview

Qualifications

  • Associate's degree or equivalent combination of education and experience
  • Two (2) or more years of related work experience in surplus lines filing and insurance payables experience preferred
  • Excellent verbal and written communication skills
  • Strong customer service skills

Responsibilities

  • Generates and reviews weekly insurance company payables reports.
  • Ensures surplus lines taxes and fees are billed correctly in agency management systems and that proper policy documentation has been received from Sales staff.
  • Reconciles and corrects discrepancies between the report and the documentation received.
  • Requests and processes checks or other forms of payment for the applicable fees.

Key facts

  • Remote from: United States
  • Full time
  • Mid-level (2-5 years)
  • English

Hard skills

Other skills

  • Microsoft Office
  • Communication
  • Customer Service
  • Teamwork

About the company

Alliant Insurance Services logo

Alliant Insurance Services

Insurance

Alliant Insurance Services is among the largest and fastest-growing insurance brokerage and consulting firms in the United States. Fueled by entrepreneurialism and driven by results, Alliant operates on the belief that more is possible and expectations are meant to be exceeded. Our clients and partners have profound confidence in us to deliver in all market climates through the design and delivery of innovative solutions and services across a broad range of industry verticals. Our people stand as the backbone of our organization. We proudly employ a team of diverse, driven, and exceptional people and invest heavily in their success, giving our brokerage and consulting teams the freedom and resources they need to help their clients grow their businesses to remarkable heights. The result is a dynamic team of professionals who consistently perform at the highest level, while caring and giving back to causes that impact their communities and the world at large. Alliant is built on teamwork and collaboration, a philosophy that has guided our growth and evolution for almost 100 years. We rise together to meet challenges, think together to drive innovation, and thrive together in our business and in the diverse communities where we operate.

Company details

Company typeXLarge
IndustryInsurance
Company size5001 - 10000

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Job description

At Alliant Insurance Services, we thrive on creating employee benefits solutions built on the idea that health makes growth possible. As top tier professionals dedicated to solving our clients' health and welfare insurance challenges, Alliant team members deliver an unrivaled depth of service, and our unique approach enables us to help clients stay resilient and turn change into opportunity. This position is a chance to join a dynamic, expanding company with prospects for individual and career growth.

As one of the 5 largest insurance brokerage firms in the U.S., Alliant provides property and casualty, workers' compensation, employee benefits, surety, and financial products and services to clients nationwide.

More information is available at www.alliant.com.

SUMMARY

Responsible for assisting with the preparation, reporting, and all other aspects of Surplus Lines filings for the company in all 50 states.  Ensures that proper tax payments are made on time and in accordance with state guidelines. 


ESSENTIAL DUTIES AND RESPONSIBILITIES

Generates and reviews weekly insurance company payables reports.

Ensures surplus lines taxes and fees are billed correctly in agency management systems and that proper policy documentation has been received from Sales staff.

Reconciles and corrects discrepancies between the report and the documentation received.

Requests and processes checks or other forms of payment for the applicable fees.

Ensures that payment of fees and supporting documentation is sent to the appropriate state agency or Surplus Lines Association according to monthly, quarterly, semi-annual or annual due dates.

Other duties as assigned.


QUALIFICATIONS
EDUCATION / EXPERIENCE

Associate’s degree or equivalent combination of education and experience

Two (2) or more years of related work experience in surplus lines filing and insurance payables experience preferred


SKILLS

Excellent verbal and written communication skills

Strong customer service skills

Ability to organize and prioritize workload

Ability to communicate effectively with supervisor and non-accounting employees

Ability to work within a team and to foster teamwork 

Proficient in Microsoft Office products

#LI-DR2

#LI-REMOTE

We are proud to provide comprehensive, high quality employee programs to meet employees' needs now and in the future, including a very competitive financial package. We encourage you to explore what we have to offer.

For immediate consideration for this position, please click on the "Apply" button.

Alliant Insurance Services, Inc. is an Equal Opportunity Employer. All qualified applicants will receive consideration for employment based on their qualifications and ability without regard to race, color, religion, sex (including pregnancy, childbirth, breastfeeding, sexual orientation, and gender identity), national origin, ancestry, physical or mental disability, medical condition, marital status, age, genetic information, or status as a protected veteran, in accordance with applicable federal, state, and local laws, including California law.

Applicants are protected under Federal law from discrimination. If you need an accommodation to complete the application process or would like to review these materials in an alternative format, please reach out to Careers@Alliant.com

For more information on Alliant Insurance Service's benefits, please visit www.alliant.com/about/careers/benefits

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Marcus Rivera

Chief Revenue Officer

m.rivera@company.com
linkedin.com/in/marcusrivera
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