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Assistant Surplus Funds Jobs (NOW HIRING)

Health Savings Account funding * 401k matching program * Company paid Life and Short-Term ... Coordinate payment of tax and related fees * Assist in the development and maintenance of surplus ...

Health Savings Account funding * 401k matching program * Company paid Life and Short-Term ... Coordinate payment of tax and related fees * Assist in the development and maintenance of surplus ...

Health Savings Account funding * 401k matching program * Company paid Life and Short-Term ... Coordinate payment of tax and related fees * Assist in the development and maintenance of surplus ...

Health Savings Account funding * 401k matching program * Company paid Life and Short-Term ... Coordinate payment of tax and related fees * Assist in the development and maintenance of surplus ...

Health Savings Account funding * 401k matching program * Company paid Life and Short-Term ... Coordinate payment of tax and related fees * Assist in the development and maintenance of surplus ...

Health Savings Account funding * 401k matching program * Company paid Life and Short-Term ... Coordinate payment of tax and related fees * Assist in the development and maintenance of surplus ...

Health Savings Account funding * 401k matching program * Company paid Life and Short-Term ... Coordinate payment of tax and related fees * Assist in the development and maintenance of surplus ...

Health Savings Account funding * 401k matching program * Company paid Life and Short-Term ... Coordinate payment of tax and related fees * Assist in the development and maintenance of surplus ...

Health Savings Account funding * 401k matching program * Company paid Life and Short-Term ... Coordinate payment of tax and related fees * Assist in the development and maintenance of surplus ...

Health Savings Account funding * 401k matching program * Company paid Life and Short-Term ... Coordinate payment of tax and related fees * Assist in the development and maintenance of surplus ...

Health Savings Account funding * 401k matching program * Company paid Life and Short-Term ... Coordinate payment of tax and related fees * Assist in the development and maintenance of surplus ...

Health Savings Account funding * 401k matching program * Company paid Life and Short-Term ... Coordinate payment of tax and related fees * Assist in the development and maintenance of surplus ...

Health Savings Account funding * 401k matching program * Company paid Life and Short-Term ... Coordinate payment of tax and related fees * Assist in the development and maintenance of surplus ...

Health Savings Account funding * 401k matching program * Company paid Life and Short-Term ... Coordinate payment of tax and related fees * Assist in the development and maintenance of surplus ...

Health Savings Account funding * 401k matching program * Company paid Life and Short-Term ... Coordinate payment of tax and related fees * Assist in the development and maintenance of surplus ...

Health Savings Account funding * 401k matching program * Company paid Life and Short-Term ... Coordinate payment of tax and related fees * Assist in the development and maintenance of surplus ...

Surplus Lines Tax Administrator

Tampa, FL

$43K - $59K/yr

Health Savings Account funding * 401k matching program * Company paid Life and Short-Term ... Coordinate payment of tax and related fees * Assist in the development and maintenance of surplus ...

Health Savings Account funding * 401k matching program * Company paid Life and Short-Term ... Coordinate payment of tax and related fees * Assist in the development and maintenance of surplus ...

Surplus Lines Tax Administrator

Miami, FL

$44K - $60K/yr

Health Savings Account funding * 401k matching program * Company paid Life and Short-Term ... Coordinate payment of tax and related fees * Assist in the development and maintenance of surplus ...

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Assistant Surplus Funds information

What is the difference between Assistant Surplus Funds vs Surplus Funds Coordinator?

AspectAssistant Surplus FundsSurplus Funds Coordinator
CredentialsHigh school diploma or equivalent; some roles may require additional trainingHigh school diploma; experience in finance or real estate preferred
Work EnvironmentOffice settings, assisting with administrative tasksOffice and fieldwork, coordinating surplus fund processes
Industry UsageCommonly used in real estate, government, and legal sectorsPrimarily in real estate and government surplus fund management
Search & Comparison IntentOften searched by those seeking entry-level support roles in surplus fund managementCompared for roles involving coordination and oversight of surplus funds

Assistant Surplus Funds typically perform administrative support tasks related to surplus fund processing, requiring basic credentials. Surplus Funds Coordinator roles involve overseeing and managing surplus fund activities, often requiring more experience. Both roles are integral in real estate and government sectors, but differ in responsibilities and experience levels.

What are Assistant Surplus Funds?

Assistant Surplus Funds professionals are individuals who assist in locating, claiming, and managing surplus funds that remain after a foreclosure sale or tax sale of a property. Their role typically involves working with former property owners, researching public records, and facilitating the legal process to return unclaimed funds to the rightful owners. They may also help navigate the documentation and legal requirements involved in claiming these funds, ensuring that all procedures are followed accurately and efficiently.

What are the key skills and qualifications needed to thrive as an Assistant Surplus Funds Specialist, and why are they important?

To thrive as an Assistant Surplus Funds Specialist, you generally need a background in finance or accounting, strong attention to detail, and familiarity with property or surplus fund processes. Proficiency with spreadsheets, financial databases, and case management software is commonly required, and knowledge of relevant laws or certifications like a notary public may be advantageous. Excellent organizational skills, discretion, and clear written and verbal communication help you effectively manage sensitive financial information and interact with clients or agencies. These skills ensure accurate fund distribution, compliance with regulations, and trustworthy service for clients or stakeholders.

What are some typical challenges faced by an Assistant Surplus Funds and how can they be addressed?

Assistant Surplus Funds professionals often encounter challenges such as managing large volumes of sensitive financial data, ensuring compliance with complex legal regulations, and communicating effectively with clients or claimants who may be unfamiliar with surplus funds processes. Staying organized, paying close attention to detail, and continuously updating knowledge of relevant laws can help address these challenges. Additionally, collaborating closely with team members, such as attorneys or accountants, and utilizing robust tracking systems can streamline workflows and reduce errors.
More about Assistant Surplus Funds jobs
What cities are hiring for Assistant Surplus Funds jobs? Cities with the most Assistant Surplus Funds job openings:
What are the most commonly searched types of Surplus Funds jobs? The most popular types of Surplus Funds jobs are:
What states have the most Assistant Surplus Funds jobs? States with the most job openings for Assistant Surplus Funds jobs include:
Infographic showing various Assistant Surplus Funds job openings in the United States as of June 2026, with employment types broken down into 100% Full Time. Highlights an 66% Physical, 3% Hybrid, and 31% Remote job distribution.
Surplus Lines Tax Administrator

Surplus Lines Tax Administrator

HUB

Davidson, NC

$43K - $58K/yr

Full-time

Medical, Dental, Vision, Life, Retirement, PTO

Posted 3 days ago


Job description

ABOUT HUB INTERNATIONAL:

HUB International Limited ("HUB") is the 5th largest global insurance and employee benefits broker, providing a broad array of property, casualty, risk management, life and health, employee benefits, investment and wealth management products and services. With over 14,000 employees in 475+ offices throughout North America, HUB has grown substantially, in part due to our industry leading success in Mergers and Acquisitions.

WHAT WE OFFER YOU:

At HUB we believe in investing in the future of our employees. Our entrepreneurial culture fosters an environment of open feedback and improvement that empowers our people to make the best decisions for our customers and organization. We offer:

  • 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

SUMMARY:

This position will be responsible for reconciliation of surplus lines transactions as well as handling deposits and AR reporting for two of our locations.

Responsibilities will include but will not be limited to:

  • Facilitate agent/agency compliance with state surplus lines rules
  • Provide assistance to Producers and Account Managers - Tax rates, Affidavits, Home State designation - including but not limited to surplus lines taxes, federal taxes, and municipality taxes.
  • 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 procedures
  • Assist in reading and interpreting state surplus lines administrative code
  • Reconciling surplus lines accounts

REQUIREMENTS:

  • 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 management
  • 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
  • Proficiency in Excel preferred
  • Adept at learning and working within new technology platforms

EDUCATION, LICENSING OR CERTIFICATION REQUIREMENTS

  • High School Diploma or equivalent required
  • Bachelor's degree in business, Risk Management and Insurance, or Accounting preferred, not required

PHYSICAL DEMANDS

The physical and environmental demands described here are representative of those that must be met by an employee to successfully perform the essential functions of this job.Reasonable accommodations may be made to enable individuals with disabilities to perform the essential functions of the job.

While performing the duties of this job, the employee is regularly required to sit; use hands to finger, handle, or feel and talk or hear. The employee must occasionally lift and/or move up to 10 pounds.Specific vision abilities required by this job include close vision and ability to adjust focus.

Department Office Administration & ClericalRequired Experience: 2-5 years of relevant experienceRequired Travel: NegligibleRequired Education: High school or equivalent

HUB International Limited is an equal opportunity employer that does not discriminate on the basis of race/ethnicity, national origin, religion, age, color, sex, sexual orientation, gender identity, disability or veteran's status, or any other characteristic protected by local, state or federal laws, rules or regulations.

E-Verify Program

We endeavor to make this website accessible to any and all users. If you would like to contact us regarding the accessibility of our website or need assistance completing the application process, please contact the recruiting teamHUBRecruiting@hubinternational.com. This contact information is for accommodation requests only; do not use this contact information to inquire about the status of applications.