Surplus Lines Analyst

AGIA Affinity

Surplus Lines Tax Compliance Analyst at DOXA managing surplus lines tax filings and ensuring compliance. Collaborating with various teams to maintain accurate records and manage tax processes.

Posted 6/12/2026full-timeRemote • 🇺🇸 United StatesMid-LevelSenior💰 $75,000 - $90,000 per yearWebsite

About the role

Key responsibilities & impact

Process surplus lines transactions across all applicable jurisdictions
Prepare, review, and file surplus lines tax reports on a monthly, quarterly, semi-annual, and annual basis
Reconcile discrepancies between tax filings, policy documentation, and invoicing records
Coordinate the timely payment of surplus lines taxes, stamping fees, and related regulatory fees
Assist in the development, documentation, and continuous improvement of surplus lines tax processes
Research and interpret state surplus lines statutes, regulations, and legislative updates
Maintain accurate, organized, and audit-ready filing records and supporting documentation
Ensure compliance with regulatory guidelines governing non-admitted insurance transactions

Requirements

What you’ll need

Bachelor’s degree in Risk Management & Insurance, Business Administration, Legal Studies, or a related field preferred
Minimum of 3+ years of experience within the insurance industry
Minimum of 2+ years of experience handling surplus lines tax filings, regulatory reporting, or a related compliance function.
Experience working within MGA, wholesale brokerage, carrier, or delegated authority environments is strongly preferred.
Working knowledge of state surplus lines regulations, tax filing requirements, and non-admitted insurance compliance obligations.
Solid understanding of insurance terminology, policy structures, and transaction workflows.
Intermediate to advanced proficiency in Microsoft Office applications, particularly Excel.
Experience with policy administration systems, compliance platforms, and Inscipher is strongly preferred.
Strong analytical, problem-solving, and data reconciliation skills with exceptional attention to detail.
Strong written and verbal communication skills with the ability to collaborate effectively across operational, accounting, legal, and production teams.

Benefits

Comp & perks

Competitive benefits and compensation
Culture of empowerment
Commitment to innovation

ATS Keywords

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Applicant Tracking System Keywords

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Hard Skills & Tools

surplus lines tax filingsregulatory reportingdata reconciliationinsurance terminologypolicy structurestransaction workflowscompliance obligationsMicrosoft Excelpolicy administration systemscompliance platforms

Soft Skills

analytical skillsproblem-solving skillsattention to detailwritten communicationverbal communicationcollaboration skills

Certifications

Bachelor’s degree in Risk Management & InsuranceBachelor’s degree in Business AdministrationBachelor’s degree in Legal Studies