Lockton · 1 day ago
Surplus Lines Tax Specialist
Kansas City, MO
Full-time
Onsite
New Grad, Entry LevelLockton is a company specializing in insurance and risk management services, and they are seeking a Surplus Lines Tax Specialist. The role involves coordinating surplus lines tax filings, maintaining databases of tax requirements, and ensuring compliance with state laws.
Auto InsuranceInsuranceRisk Management
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
Qualification
Required
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
Company
Lockton
Lockton provides risk management and insurance services.
Founded in 1966
10001+ employees
Funding
Current Stage
Late StageLeadership Team
Mohammad Al Abdul Jabbar
Chief Executive Officer
Scott Bastian
Senior Vice President
Recent News
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