Surplus Lines Tax Coordinator

Job description

About Specialty Program Group: Specialty Program Group (SPG) is the wholesale & MGA division of HUB International (7th Largest Global Broker). SPG acts in a holding company capacity acquiring best in class underwriting businesses to operate independently under discrete brands (portfolio companies). Responsibilities: Accuracy & Compliance Management: Process surplus lines tax transactions and filings for all states within state-mandated deadlines Review comparative late filing reports, improve accuracy, and request refunds of erroneous charges where applicable Run reports and verification of state surplus lines tax data to ensure accuracy of information and correct errors where necessary Customer Service & Communication: Respond promptly to inquiries from surplus lines team, divisions, and third-party vendors Resolve transactions in question (TIQs, TAGs, flagged transactions) and escalate complex issues to Surplus Lines Tax Manager when needed Monitor state correspondence and maintain clear communication regarding transaction status Communicate changes in state regulatory requirements to manager and impacted SPG employees Support state audits by coordinating document submission and...