Brown & Brown · 6 days ago
Operations Assistant
Brown & Brown is seeking an Operations Assistant to join their growing team. The Operations Assistant supports the surplus lines tax team by reviewing, preparing, and filing state tax submissions while ensuring compliance with documentation and statutory requirements.
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
Required
Minimum High School diploma required
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
Some college education
1 – 3 years' experience in surplus lines insurance/taxes
Company
Brown & Brown
Brown & Brown delivers risk management solutions to help protect and preserve what our customers value most.
Funding
Current Stage
Late StageLeadership Team
Recent News
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