What are the responsibilities and job description for the Surplus Lines Tax Specialist position at Lockton?
Your Responsibilities
- Coordinate Surplus Lines tax filings utilizing thorough knowledge of the laws governing surplus lines tax filings in each state.
- Receive tax filing information electronically.
- Maintain current information on state insurance and tax laws.
- Maintain database of surplus lines tax filing requirements.
- Correspond with Associates to request and follow-up for information required to file surplus lines taxes.
- Track billing of taxes through the Nexsure system to determine if taxes have been properly billed and determine the appropriate action needed to correct billing where necessary.
- Work closely with Licensing Department to determine which Lockton Associates hold surplus lines licenses.
- Utilization of on-line systems to retrieve and deliver reports.
- Bachelor's degree in Business, Accounting, Finance, Insurance or equivalent work experience.
- Working knowledge of commercial property/casualty coverage.
- Proven ability to organize and manage time in order to meet deadlines.
- Working knowledge of Microsoft products (Word, Excel, Outlook) or similar software applications.
- Demonstrated understanding of Nexsure, Lockton’s agency management system.
- Ability to compile, analyze, present and interpret statistical data.
- High aptitude for mathematical calculations including multiplication, division, and percentages.
- Demonstrated ability to understand and execute oral and written instruction.
- Demonstrated professional and tactful negotiation and persuasion skills to achieve objectives.
- Demonstrated interpersonal communication skills and ability to interact with Associates at all levels of responsibility.
- Demonstrated analytical and problem-solving skills, including research and investigation.
- Ability to communicate professionally with internal and external clients and develop strong relationships.
- Demonstrated understanding of when to proceed alone and when to involve Surplus Lines Tax Manager or other Associates.
- Willingness and ability to expand knowledge and effectiveness in the commercial insurance industry by successful completion of extended classes and workshops related to insurance.
- Other duties as assigned.