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.

Requirements:

• 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.

Lockton Companies LLC is proud to provide everyone an equal opportunity to grow and advance. We strive to cultivate an environment that learns from, celebrates, and thrives because of our breadth of differences. We are committed to fostering a culture where every member of the Lockton family feels valued and accepted as they are and safe to bring their authentic selves to work every single day. At the end of the day, our mission is to ensure that our family can be anyone’s family.

Lockton is the world's largest privately owned, independent insurance broker and consultant. As a global professional services firm, we specialize in risk management, employee benefits and retirement services. During the past 50- plus years, Lockton has built its reputation and culture by providing excellent service to our three key stakeholders: clients, Associates and communities.