Surplus Lines Tax Administrator

HUB International

Surplus Lines Tax Administrator managing reconciliation and compliance for surplus lines transactions in insurance industry. Focused on supporting producers and account managers with state regulations.

Posted 5/8/2026full-timeColumbia • Florida, North Carolina, South Carolina • 🇺🇸 United StatesJuniorMid-LevelWebsite

About the role

Key responsibilities & impact

Responsible for reconciliation of surplus lines transactions as well as handling deposits and AR reporting for two of our locations.
Facilitate agent/agency compliance with state surplus lines rules
Provide assistance to Producers and Account Managers - Tax rates, Affidavits, Home State designation
Submit required documents to states to facilitate timely filings
Creation and implementation of state filing process internally
Coordinate payment of tax and related fees
Assist in the development and maintenance of surplus lines processes and producers
Assist in reading and interpreting state surplus lines related to administrative code
Reconciling surplus lines accounts
Running monthly AR reports and assists keeping the AR current
Administering return premiums for two of our locations

Requirements

What you’ll need

Two years’ work experience in the insurance industry- preferably with surplus lines tax
Strong desire to learn and foster a community of compliance
Knowledge of insurance industry and risk manager
Knowledge of methods of compiling, organizing and analyzing data
Ability to understand and apply rules, regulations, policies and procedures
Ability to plan, organize and coordinate work activities independently
Excellent communication, interpersonal skills and positive attitude
Strong attention to detail

Benefits

Comp & perks

Competitive salaries and benefits offerings
Medical/dental/vision insurance and voluntary insurance options
Health Savings Account funding
401k matching program
Company paid Life and Short-Term Disability Plans
Supplemental Life and Long-Term Disability Options
Comprehensive Wellness Program
Generous PTO Package - Vacation, Holiday, Sick, and Personal Time Off
Great work /life balance, because that’s important for all of us!
Focus on creating a meaningful environment through employee engagement events
The ability to be a part of a motivated, winning team with the opportunity to learn from colleagues who are amongst the top talent in the industry!
Growth potential - HUB is constantly growing and so can your career!
A rewarding career that helps local businesses in the community
Strong community support and involvement through HUB Gives

ATS Keywords

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Applicant Tracking System Keywords

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Hard Skills & Tools

reconciliationAR reportingstate filing processdata analysissurplus lines taxtax rate calculationaffidavit processingpayment coordinationreturn premium administration

Soft Skills

communicationinterpersonal skillsattention to detailorganizational skillsindependent planningcompliance fosteringpositive attitude