Surplus Lines Tax Specialist
Lockton Companies
Overland Park, Kansas, United States of America At Lockton, we’re passionate about helping our people achieve their ultimate potential. Our people are curious, action-oriented and always striving to make ourselves and those around us better. We’re active listeners working to ensure understanding and problem solvers developing innovative solutions. If you can see yourself delivering excellent service to clients, giving back to our communities and being a part of our caring culture, you belong here. 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. Qualifications 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. Equal Opportunity Statement Lockton Companies is proud to provide everyone an equal opportunity to grow and advance. We are committed to an inclusive culture and environment where our people, clients and communities are treated with respect and dignity. At Lockton, supporting diversity, equity and inclusion is ingrained in our values, and we believe that we are at our best when we fully embrace everyone. We strive to cultivate a caring culture that learns from, celebrates and thrives because of our breadth of differences. As such, we recognize that recruiting, developing and retaining people with diverse backgrounds and experiences is vital and enabling our people to thrive personally and professionally is critical to our long-term success. How We Will Support You At Lockton, we empower you to be true to yourself in all that you do. Your success is our success, and we provide opportunities to help you grow and create a rewarding career path, however you envision it. We are ready to meet you where you are today, and as your needs change over time. In addition to industry-leading health insurance, we offer additional options to support your overall health and wellbeing. #J-18808-Ljbffr Lockton Companies
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