Marsh McLennan

Manager Insurance Operations-Surplus Lines Tax

Marsh McLennan$100K — $120K *
Finance & Insurance
5 - 7 years of experience
Job Overview by Ladders

Qualifications

  • Knowledge of surplus lines insurance, tax, and compliance requirements.
  • Minimum 5+ years of insurance experience, including 3 years in a supervisory or leadership role.
  • Surplus lines insurance experience highly desirable.
  • Corporate Tax experience, Compliance, and Accounting expertise recommended.
  • Bachelor's degree preferred; Property and Casualty broker license or Surplus Lines License required within 60 days of hire.
  • Proficient in Microsoft Office and adaptable to various applications.

Responsibilities

  • Lead and mentor the Surplus Lines Tax team for high-quality output.
  • Manage daily surplus lines tax operations to enhance productivity and compliance.
  • Collaborate with colleagues on escalated surplus lines placements for compliance and billing accuracy.
  • Coordinate workflow among teams for timely and accurate surplus lines filings.
  • Establish relationships with regulators for escalations and audits regarding compliance.
  • Monitor surplus lines regulations and update the team on relevant changes and improvements.

Benefits

  • Hybrid work environment with at least three days in-office per week.
  • Opportunities for professional development through mentoring and coaching.
  • Involvement in high-stakes regulatory relationships with significant impact.
  • Exposure to process improvement initiatives with a focus on compliance.
  • Collaboration with senior leadership and cross-functional teams.
Full Job Description

This is the current role We are seeking a talented individual to join our Surplus Lines Tax team at Marsh. This role will be based in Austin, TX.

This is a hybrid role that has a requirement of working at least three days a week in the office.

As a Surplus Lines Tax Manager, you will lead a team of Tax Advisors, oversee day-to-day surplus lines tax operations and guiding the team through complex analytical tasks and projects. You will collaborate closely with client-facing and market-facing colleagues, as well as senior leadership, to ensure accurate surplus lines tax filings, regulatory compliance, and continuous process improvement across assigned jurisdictions.

We will count on you to:

  • Lead and oversee the Surplus Lines Tax team, providing ongoing mentoring, coaching, and performance evaluation to support professional development and high-quality output.
  • Manage daily surplus lines tax operations, implementing processes and policies to optimize productivity, accuracy, and compliance across assigned jurisdictions.
  • Collaborate with client-facing and market-facing colleagues to advise on escalations and complex surplus lines placements, ensuring compliance prior to binding, accurate invoicing, and timely documentation submission for surplus lines filings.
  • Coordinate workflow among client-facing, market-facing, and surplus lines processing units to guarantee timely, accurate filings and effective issue resolution.
  • Establish and maintain strong working relationships with regulators, serving as the primary point of contact for escalations, audits, inquiries, and questions related to insurance statutes and surplus lines regulations.
  • Monitor pending and enacted changes to surplus lines regulations, communicate relevant updates to the team and stakeholders, and identify and escalate process improvement opportunities to streamline surplus lines business operations.

What you need to have:

  • Knowledge of surplus lines insurance, tax, and compliance requirements, with experience ensuring accurate filings and regulatory adherence.
  • Minimum 5+ years of insurance experience, including at least 3 years in a supervisory or leadership role; surplus lines insurance experience highly desirable.
  • Corporate Tax experience, Compliance and Accounting expertise highly recommended
  • Bachelors degree preferred, along with a Property and Casualty broker license, Surplus Lines License, or the ability to obtain required licenses within 60 days of hire.
  • Proficiency in Microsoft Office and the ability to quickly adapt to other applications and programs, with a client-focused mindset and strong relationship-building skills.

What makes you stand out:

  • Demonstrated experience managing surplus lines regulatory relationships, audits, escalations, and complex jurisdictional issues.
  • Proven track record driving process improvement initiatives, mitigating fines and penalties, and partnering with Compliance on client-based and corporate projects.
  • Experience operating as an effective consultant and advisor, including training, or presenting to stakeholders using tools such as PowerPoint.

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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