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At Alliant Insurance Services, we thrive on creating employee benefits solutions built on the idea that health makes growth possible. As top tier professionals dedicated to solving our clients' health and welfare insurance challenges, Alliant team members deliver an unrivaled depth of service, and our unique approach enables us to help clients stay resilient and turn change into opportunity. This position is a chance to join a dynamic, expanding company with prospects for individual and career growth.
As one of the 5 largest insurance brokerage firms in the U.S., Alliant provides property and casualty, workers' compensation, employee benefits, surety, and financial products and services to clients nationwide.
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SUMMARY
Responsible for assisting with the preparation, reporting, and all other aspects of Surplus Lines filings for the company in all 50 states. Ensures that proper tax payments are made on time and in accordance with state guidelines.
ESSENTIAL DUTIES AND RESPONSIBILITIES
Generates and reviews weekly insurance company payables reports;
Ensures surplus lines taxes and fees are billed correctly in agency management systems and that proper policy documentation has been received from Sales staff;
Reconciles and corrects discrepancies between the report and the documentation received;
Requests and processes checks or other forms of payment for the applicable fees;
Ensures that payment of fees and supporting documentation is sent to the appropriate state agency or Surplus Lines Association according to monthly, quarterly, semi-annual, or annual due dates;
Other duties as assigned.
QUALIFICATIONS
EDUCATION / EXPERIENCE
Associate's degree or equivalent combination of education and experience
Two (2) or more years of related work experience, surplus lines filing experience, and insurance payables experience preferred.
SKILLS
Excellent verbal and written communication skills
Strong customer service skills
Ability to organize and prioritize workload
Ability to communicate effectively with supervisor and non-accounting employees
Ability to work within a team and to foster teamwork
Proficient in Microsoft Office products
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