Marsh McLennan

Corporate Tax & Insurance Advisor

Marsh McLennan$80K — $95K *
Finance & Insurance
Less than 5 years of experience
Job Overview by Ladders

Qualifications

  • Knowledge of surplus lines insurance and tax compliance
  • Bachelor's degree preferred
  • 3+ years of relevant experience
  • Active P&C broker license or ability to obtain within 90 days
  • Proficient in Microsoft Office and adaptable to new systems
  • Strong client focus and relationship-building skills

Responsibilities

  • Partner with teams to ensure compliance before binding surplus lines placements
  • Ensure timely invoicing and documentation submission
  • Guide colleagues on workflows for accurate filings
  • Maintain relationships with regulators in assigned jurisdictions
  • Act as the primary contact for escalations and regulatory inquiries
  • Stay updated on regulatory changes and surplus lines requirements
  • Communicate client-facing issues clearly and advise on tax remediation efforts
  • Identify opportunities to streamline surplus lines processes

Benefits

  • Professional development opportunities
  • Supportive leadership
  • Inclusive company culture
  • Broad career advancement opportunities
  • Competitive benefits and well-being resources
Full Job Description
Company:
Marsh

Description:

We are seeking a skilled Corporate Tax & Insurance Advisor to join our team at Marsh. This hybrid role is based in Austin, TX, with an expectation of working in the office at least three days per week.

As part of our Operations team, you'll help ensure surplus lines placements are fully compliant while supporting brokers and internal partners across complex transactions.

We will count on you to:
• Partner with client-facing and market-facing teams to review escalations and confirm surplus lines placements are compliant before binding
• Ensure accurate invoicing and timely submission of documentation to the surplus lines processing unit
• Guide colleagues on placement workflows to support on-time, accurate filings
• Build and maintain relationships with regulators across assigned jurisdictions
• Serve as the primary contact for escalations, audits, and regulatory inquiries
• Stay current on state statutes, regulatory changes, and surplus lines requirements
• Communicate surplus lines issues to clients and insurers in clear, practical terms
• Advise on tax issues and remediation efforts within assigned territories
• Mitigate fines and penalties by ensuring all placements meet coverage and filing requirements
• Partner with Compliance on investigations, client-related issues, and corporate projects
• Identify and raise opportunities to streamline surplus lines processes

What you need to have:
• Knowledge of surplus lines insurance, tax requirements, and compliance standards
• Bachelor's degree preferred
• 3+ years of experience; surplus lines experience strongly preferred
• Active P&C broker license-or ability to obtain within 90 days
• Proficiency with Microsoft Office and comfort learning new systems
• Strong client focus, professionalism, and relationship-building skills

Why join our team:
• Professional development, meaningful work, and supportive leadership
• A collaborative, inclusive culture where your work has real impact
• Broad career opportunities, competitive benefits, and resources to support your well-being

Marsh is committed to hybrid work, which includes the flexibility of working remotely and the collaboration, connections and professional development benefits of working together in the office. All Marsh colleagues are expected to be in their local office or working onsite with clients at least three days per week. Office-based teams will identify at least one "anchor day" per week on which their full team will be together in person.

About Marsh McLennan

Marsh McLennan Careers

Join the exceptional team at Marsh McLennan, a global leader in professional services, offering unparalleled job opportunities in insurance, risk management, and consultancy. As the company propels forward, it invites dedicated professionals to contribute to a culture of innovation, leadership, and growth.

Work You’ll Do

At Marsh McLennan, you will engage with complex challenges that push the boundaries of your skills and knowledge. Our team thrives on diversity and the shared goal of delivering impactful solutions to our clients worldwide. By joining us, you will be part of a culture that values diversity training and leadership development, ensuring every team member is equipped for success.

Explore Professional Growth

Marsh McLennan is committed to the professional growth of its employees. Whether you are seeking a position that offers a path to leadership or looking for robust internship programs to kickstart your career, Marsh McLennan provides the resources and global platform to propel your ambitions into achievements. Our benefits package is designed to support the well-being and continuous professional development of all staff, from entry-level to senior leadership roles.

Innovative Work Environment

Our company is at the forefront of industry innovation. The collaboration between experienced professionals and fresh talent generates dynamic solutions that keep Marsh McLennan at the cutting edge of the industry. Our team is encouraged to lead with creativity and embrace new ideas, driving the company’s legacy of pioneering industry-first solutions.

Join Our Team

Marsh McLennan is hiring! Explore the multitude of job opportunities on our careers page, from strategic advisory roles to operational excellence positions. We look for passionate, curious, and solution-driven team players. Enhance your career with Marsh McLennan, where your skills will be honed through challenging projects and high-impact strategies.

Networking and Career Advancement

Networking at Marsh McLennan opens doors to enriching connections and countless opportunities within the industry. Our professionals benefit from an environment that fosters networking through events, professional groups, and collaborative projects. With Marsh McLennan, career advancement is not just a possibility—it is an expectation.

Prepare for Your Interview

Ready to apply? Make sure your resume highlights your most relevant experiences and skills tailored to the position you are applying for. Our interview process is designed to understand your capabilities and fit with our team’s goals and values. Prepare to discuss how your background, experiences, and professional aspirations align with the opportunities at Marsh McLennan.

Stay Connected

Keep up to date with the latest from Marsh McLennan: - **Career Insights**: Gain insider perspectives and industry-leading insights through our careers blog. - **Job Alert Emails**: Personalize your subscription to receive job alerts and the latest news tailored to your preferences. Discover the rewarding career opportunities awaiting at Marsh McLennan, where your professional journey is just the beginning. Join us in shaping a future defined by insight, integrity, and innovation.
Learn more about Marsh McLennan
Size
83,000 employees
Market Cap
$82.6 billion
Industry
Net Income
$2 billion
Founded
1914
5 Year Trend
+8.5%
Revenue
$17.2 billion
NASDAQ

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