Surplus Lines Tax Representative

Position Summary

The Surplus Lines Tax Representative is responsible for handling semi-routine assignments related to surplus lines documentation, ensuring accuracy in filings, and supporting day-to-day operations. The role provides support to the Surplus Lines teams, stays informed about industry changes, and participates in customer outreach initiatives. They collaborate with branch offices, contribute to maintaining tax tables, and assist during internal and external audits.

What will your job entail?

Job Responsibilities:
• Works on semi-routine assignments related to surplus lines documentation, recognizing the accepted practices, utilizes online systems to retrieve, organize, and delivers surplus lines filings.
• Supports operational activities by working closely with branch offices and accounting team to ensure proper procedures are followed within the Surplus Lines team.
• Helps the Surplus Lines teams during internal and external audits, ensures that all requested documents and information are readily available and in compliance with audit requirements.
• Serves as a liaison for the Underwriting and brokerage team in day-to-day relations with Operations to ensure all questions are answered and accounts are serviced in a timely and accurate manner.
• Assist in the implementation and monitoring of the account processes to ensure the ultimate account servicing is provided.
• Stays informed about industry changes, company policies, and procedural updates, ensures compliance with established guidelines, and follows established procedures on routine work.
• Participates actively in training and development opportunities to enhance knowledge of surplus lines principles, policies, and procedures.

• Completes timely surplus lines state tax returns using designated state forms and formulates respective checks and requests for payment of surplus lines tax if applicable.

• Maintains filing systems for each policy, tracks critical dates and deadlines, and ensures readily accessible documentation for internal audits and external inquiries.

Required Experience:
• 1+ years of work experience in Surplus Lines, Business Operations is preferred.

Preferred Experience:

• Bachelor’s degree; Business Administration, Economics, Operations or related field.

Ryan Specialty is an Equal Opportunity Employer. We are committed to building and sustaining a diverse workforce throughout the organization. Our vision is an inclusive and equitable workplace where all employees are valued for and evaluated on their performance and contributions. Differences in race, creed, color, religious beliefs, physical or mental capabilities, gender identity or expression, sexual orientation, and many other characteristics bring together varied perspectives and add value to the service we provide our clients, trading partners, and communities. This policy extends to all aspects of our employment practices, including but not limited to, recruiting, hiring, discipline, firing, promoting, transferring, compensation, benefits, training, leaves of absence, and other terms, conditions, and benefits of employment.

How We Support Our Teammates 

Ryan Specialty seeks to offer our employees a comprehensive and best-in-class benefits package that helps them — and their family members — achieve their physical, financial, and emotional well-being goals. In addition to paid time off for company holidays, vacation, sick and personal days, Ryan offers paid parental leave, mental health services and more.

The target hourly rate range for this position is $22.25 - $25.00 per hour.

The wage range for this role considers many factors, such as training, transferable skills, work experience, licensure and certification, business needs, and market demands. The pay range is subject to change and may be modified in the future. Full-time roles are eligible for bonuses and benefits. For additional information on Ryan Specialty Total Rewards, visit our website https://benefits.ryansg.com/. 

 

We provide individuals with disabilities reasonable accommodations to participate in the job application or interview process, to perform essential job functions, and to receive other benefits and privileges of employment in accordance with applicable law. Please contact us to request an accommodation at [email protected] 

 

The above is intended to describe this job's general requirements. It is not to be construed as an exhaustive statement of duties, responsibilities, or physical requirements. Nothing in this job description restricts management's right to assign or reassign duties and responsibilities to this job at any time. Reasonable accommodations may be made to enable individuals with disabilities to perform essential functions.