3+ years of surplus lines, regulatory, or insurance compliance experience
Direct experience with state surplus lines tax filings, affidavits, and diligent effort documentation
Strong understanding of the surplus lines policy lifecycle
Property and casualty insurance experience
Strong attention to detail with the ability to manage high transaction volumes
Strong written communication skills for effective cross-department coordination
Bachelor's degree or equivalent experience
Responsibilities
Manage and coordinate surplus lines workflows across state filings and transaction tracking
Own accuracy and timeliness of surplus lines tax filings and supporting reporting
Collaborate with Operations to integrate compliance into product offerings
Support surplus lines processes for the entire policy lifecycle
Maintain and update state-specific surplus lines reference documentation
Monitor changes in surplus lines laws and communicate with relevant teams
Ensure current state-specific surplus lines broker license documentation
Identify and recommend process improvements and automation opportunities
Benefits
Competitive salary, equity, and role trajectory
Comprehensive health benefits for employees and families
401(k) plan with company match
Unlimited PTO
Paid parental leave
Full Job Description
Responsibilities
Manage and coordinate surplus lines workflows end-to-end across state filings, tax and stamping-fee billing incorporation, transaction tracking, and system upload
Own the accuracy and timeliness of surplus lines tax filings, affidavit and diligent effort documentation, and supporting reporting across all states we write in
Work alongside the Operations team to build compliance into our product
Support surplus lines processes across the full policy lifecycle: new business, renewals, cancellations, endorsements, and reinstatements
Maintain internal state-by-state surplus lines reference documentation (eligibility, filing requirements, tax rates, stamping office processes) and keep it current as regulations change
Monitor changes in state surplus lines laws, stamping office requirements, and broker licensing rules; communicate impact to Operations, Underwriting, and leadership
Maintain surplus lines broker licenses by state and ensure documentation is current
Identify process improvements and automation opportunities, and work cross functionally
Experience
3+ years of surplus lines, regulatory, or insurance compliance experience
Direct experience with state surplus lines tax filings, affidavits, and diligent effort documentation
Strong understanding of the surplus lines policy lifecycle (new business, renewals, endorsements, cancellations) and how each transaction type flows through tax and reporting
Property and casualty insurance experience
Strong attention to detail and ability to manage a high volume of transactions without sacrificing accuracy
Strong written communication; able to coordinate cleanly across Operations, Underwriting, Engineering, legal, and external regulators
Bachelor's degree or equivalent experience
Starting salary
$85,000
Our (FTE) benefits
Competitive salary, equity, and role trajectory
Comprehensive health benefits for you and your family
