As the Excess & Surplus Filing Coordinator, you will be responsible for filings and payments within our Lending Solutions team. In this role, you will work independently and use discretion and judgment for the Surplus Lines taxes.

What will be my duties and responsibilities in this job?

• Collect monthly account current reports for each state.
• Process daily, monthly, semi-annual, and annual state filings according to state requirements in the individual state processing systems.
• Consistently meet all deadlines and timelines established by individual states.
• Understand the requirements and systems for multiple states.
• Ensures surplus lines taxes and fees are reported correctly, and proper policy documentation is received for reporting purposes.
• Reconcile discrepancies between the account's current report and policy documentation from individual internal policy systems.
• Request payments for surplus lines taxes and all applicable fees, including stamping fees.
• Perform analysis and research of surplus line requirements and directly work with the state departments of insurance and/or stamping offices.
• Establish and maintain good relationships with licensing staff at various insurance departments.
• Responsible for state audits.
• Meet training requirements by states to ensure proper filing.

What are the requirements needed for this position?

• A minimum of 2 years of experience working in a data entry role.
• Intermediate knowledge of MS Excel, including Pivot tables, V-look ups, Formula functions, and Formatting
• Ability to prioritize and work on multiple projects simultaneously.

What other skills/experience would be helpful to have?

• An associate degree in accounting is desired.
• Insurance knowledge is desirable.
• Experienced collaborating with cross-functional teams within a high-matrixed organization.
• Adaptability and flexibility, including managing deadline pressure, ambiguity, and change.
• Exceptional customer service background.
• Proven analytical skills.
• Ability to manage a high volume of data.
• Experience with and understanding of the flow of information from various policies.
• Business/admin systems into the general ledger.

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Pay Range:

Any posted pay range considers a wide range of compensation factors, including candidate background, experience and work location, while also allowing for salary growth within the position.

Expected application deadline is

If date is blank then this is a pipeline requisition, and we will continue to collect applications on an ongoing basis.

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For U.S. benefit information, visit myassurantbenefits.com. For benefit information outside the U.S., please speak with your recruiter.

What’s the culture like at Assurant?
Our unique culture is a big reason why talented people choose Assurant. Named a Best/Great Place to Work in 13 countries and awarded the Fortune America’s Most Innovative Companies recognition in 2023, we bring together top talent around the world. Although we have a wide variety of skills and experiences, we share common characteristics that are uniquely Assurant. A passion for service. An ability to innovate in practical ways. And a willingness to take chances. We call our culture The Assurant Way.

Company Overview
Assurant is a leading global business services company that supports, protects, and connects major consumer purchases. A Fortune 500 company with a presence in 21 countries, Assurant supports the advancement of the connected world by partnering with the world’s leading brands to develop innovative solutions and deliver an enhanced customer experience through mobile device solutions, extended service contracts, vehicle protection services, renters insurance, lender-placed insurance products, and other specialty products.

Equal Opportunity Statement
Assurant is an Equal Employment Opportunity employer and does not use or consider race, color, religion, sex, national origin, age, disability, veteran status, sexual orientation, gender identity, or any other characteristic protected by federal, state, or local law in employment decisions.