Operations Assistant jobs in United States
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Brown & Brown · 1 week ago

Operations Assistant

Brown & Brown is seeking an Operations Assistant to join our growing team in St. Pete, FL. The Operations Assistant supports the surplus lines tax team and is responsible for reviewing, evaluating, preparing and filing state tax filing submissions, ensuring all documentation and statutory compliance requirements have been met.

Insurance

Responsibilities

Evaluate management reports to ensure that all offices have submitted the required filing documentation. Follow up with all offices as necessary to secure complete and timely submissions
Review and prepare all office tax filing submissions; ensure necessary documentation has been submitted; verify appropriate invoicing and taxing amounts; ensure compliance with all state requirements
Process tax filings for assigned states in a timely and accurate manner
As assigned, handle any discrepancies (i.e. tags) identified by state filing authorities, ensuring timely resolution
Handle any SL tax discrepancies identified by Accounting Leaders, Corporate Accounting Department, etc., ensuring timely resolution
Review state and industry publications, monitor state websites and coordinate with Lead & offices to ensure that all tax filing information, processes and forms are kept current
Assist Lead in managing Tax and Affidavit Information link (for all states) on Intranet; assist in maintaining all relevant tax and filing information using software tools such as Word, Adobe and Excel
Submit current/updated tax information to the Lead for the monthly tax newsletter; communicate to all pertinent office staff regarding updates or changes to tax and filing compliance issues affecting their states
Establish and maintain appropriate documentation for all state filing, ensuring the information is complete, accurate and current
Performs analysis or research as assigned by Leaders to assist with internal or state auditors
At the direction of Lead, develop and maintain procedures and materials in support of the department’s mission(s)

Qualification

MS Office SuiteSurplus lines insuranceInsurance experienceExceptional telephone demeanorConfidentiality

Required

Minimum High School diploma required
Some college education
Proficient with computers & MS Office Suite
Exceptional telephone demeanor
Ability to maintain a high level of confidentiality
1 – 3 years' experience in insurance field

Preferred

1 – 3 years' experience in surplus lines insurance/taxes

Benefits

Health Benefits: Medical/Rx, Dental, Vision, Life Insurance, Disability Insurance
Financial Benefits: ESPP; 401k; Student Loan Assistance; Tuition Reimbursement
Mental Health & Wellness: Free Mental Health & Enhanced Advocacy Services
Beyond Benefits: Paid Time Off, Holidays, Preferred Partner Discounts and more.

Company

Brown & Brown

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Brown & Brown delivers risk management solutions to help protect and preserve what our customers value most.

Funding

Current Stage
Late Stage

Leadership Team

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Joel Eubank
COO/CFO Dealer Services
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Kadir Edghill , CPA, MBA
CFO - Arrowhead Programs Division
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