Surplus Lines Analyst

Howden Group

Grand Rapids, MI, US
Base: $50,000 - $60,000; bonus/equity: discretiona...
Hybrid
Surplus lines tax filing and validation
Policy review and compliance verification
Tax payment reconciliation with epic records
This role is integral to the business, enabling scalable growth and delivering exceptional client service through accurate surplus lines tax management

Job Summary

  • This role is integral to the business, enabling scalable growth and delivering exceptional client service through accurate surplus lines tax management.
  • The company offers a unique employee ownership model where 6,000 shareholders own 34% of the business, fostering a culture of empowerment and shared success.
  • Candidates will act as the primary point of contact for North American agents, providing guidance on non-admitted placement requirements and ensuring timely regulatory compliance.

Matching Summary

This role is integral to the business, enabling scalable growth and delivering exceptional client service through accurate surplus lines tax management.

Salary

Base: $50,000 - $60,000; Bonus/Equity: Discretionary bonus eligible; Benefits: Medical, dental, vision, 401(k), flexible PTO, parental leave

Skills & Requirements

Must-have

  • Surplus lines tax filing and validation
  • Policy review and compliance verification
  • Tax payment reconciliation with Epic records
  • Database maintenance and reporting generation
  • Vendor oversight for third-party services

Nice-to-have

  • Strong background in customer service
  • Experience with insurance systems
  • Entrepreneurial spirit and collaboration
  • Ability to educate brokers on requirements

Key Requirements

  • Bachelor's degree in Business, Finance, Insurance, or related field
  • 2+ years of experience in tax, financial services, or insurance operations
  • Demonstrated experience in professional office settings

Work Rights

Not specified

Tailored Resume

Cover Letter