Director Surplus Lines Insurance Jobs in Wisconsin

Job Title: Billing Insurance Administrator / Surplus Lines Tax Filing Specialist
Job Description
This role focuses on supporting surplus lines tax filing and compliance activities by ensuring accurate tax reporting, documentation, and state filings. You will work as part of a fast-paced, detail-oriented team that is managing a high volume of new and backlogged filings, helping to bring filings up to date and maintain ongoing compliance. The position requires strong administrative, organizational, and data reconciliation skills, as well as comfort working with manual, process-driven tasks and collaborating closely with multiple internal teams.
Responsibilities

• Support the surplus lines tax filing process by preparing reports and assembling all supporting documentation required for state filings.
• Compile, review, and reconcile policy, billing, and tax-related data to ensure accuracy and compliance with state and internal requirements.
• Coordinate closely with internal teams, including underwriting, service, billing and collections, licensing, and compliance, to gather information and resolve issues related to filings.
• Extract and organize information from the agency management system to support surplus lines tax filings and related reporting.
• Maintain and update spreadsheets used to track filings, reconciliations, and reporting, ensuring that records remain current and accurate.
• Assist with resolving discrepancies so that tax filings align with billing, collection, and policy records.
• Follow established procedures and standard operating procedures (SOPs) to promote consistency and accuracy across all filings.
• Manage a high volume of work in an environment where priorities may shift frequently, adjusting focus as needed to meet deadlines.
• Communicate effectively with internal stakeholders to clarify data, address questions, and support the overall surplus lines and compliance functions, without direct client-facing responsibilities.
• Perform administrative tasks related to documentation, data entry, and filing to support insurance, tax, and accounting processes.

Essential Skills

• Demonstrated administrative and organizational skills with experience handling documentation, filing, and data entry.
• Working knowledge of general accounting principles to support tax, billing, and reconciliation activities.
• Proficiency in Microsoft Excel, including the ability to perform accurate data entry, organize data, and reconcile detailed datasets.
• Comfort working in manual, process-driven environments where procedures and SOPs guide daily tasks.
• Strong attention to detail and follow-through to ensure accuracy in tax filings, documentation, and reconciliations.
• Ability to manage workload effectively in a fast-paced, evolving environment with shifting priorities.
• Experience with general administrative support in insurance, tax, accounting, or related fields.
• Ability to work with Microsoft Office Suite for documentation, reporting, and communication.

Additional Skills & Qualifications

• Experience with surplus lines tax filings or surplus lines insurance processes.
• Experience in insurance licensing or regulatory compliance.
• Familiarity with agency management systems; experience with Nexsure is a plus.
• Experience supporting billing, reconciliation, or reporting functions within an insurance, tax, or accounting environment.
• Experience with document processing and administrative documentation in insurance or compliance settings.

Work Environment
This is a full-time role at 40 hours per week, with a flexible schedule available within standard business hours of 8:00 a.m. to 5:00 p.m. The position supports surplus lines and compliance teams in a fast-paced, high-volume environment that is currently managing both new and backlogged filings. Work involves extensive use of Microsoft Excel, the broader Microsoft Office Suite, and an agency management system, with Nexsure as a preferred platform. The role is highly detail-oriented and process-driven, with a strong emphasis on manual data handling, documentation, and adherence to established procedures. Collaboration with internal teams is frequent, while interaction remains non-client-facing. The work setting promotes accuracy, consistency, and teamwork in support of ongoing regulatory compliance and tax filing obligations.
Job Type & Location
This is a Contract to Hire position based out of Neenah, WI.
Pay and Benefits
The pay range for this position is $24.00 - $26.00/hr.
Individual compensation offered for this position within this range will depend on many factors, including qualifications, skills, relevant experience, job knowledge, geographic location, internal equity, and other pertinent job-related factors.
Eligibility requirements apply to some benefits and may depend on your job classification and length of employment. Benefits are subject to change and may be subject to specific elections, plan, or program terms. If eligible, the benefits available for this temporary role may include the following:
• Medical, dental & vision
• Critical Illness, Accident, and Hospital
• 401(k) Retirement Plan - Pre-tax and Roth post-tax contributions available
• Life Insurance (Voluntary Life & AD&D for the employee and dependents)
• Short and long-term disability
• Health Spending Account (HSA)
• Transportation benefits
• Employee Assistance Program
• Time Off/Leave (PTO, Vacation or Sick Leave)
Workplace Type
This is a fully onsite position in Neenah,WI.
Application Deadline
This position is anticipated to close on Sep 9, 2026.
About Aston Carter
Aston Carter provides world-class corporate talent solutions to thousands of clients across the globe. Specialized in accounting, finance, human resources, talent acquisition, procurement, supply chain and select administrative professions, we extend the capabilities of industry-leading companies. We draw on our deep recruiting expertise and expansive network to meet the evolving needs of our clients and talent community with agility and excellence. With offices across the U.S., Canada, Asia Pacific and Europe, Aston Carter serves many of the Fortune 500. We are proud to be a ClearlyRated Best of Staffing® Platinum Award winner for both client and talent service.
The company is an equal opportunity employer and will consider all applications without regard to race, sex, age, color, religion, national origin, veteran status, disability, sexual orientation, gender identity, genetic information or any characteristic protected by law.
If you would like to request a reasonable accommodation, such as the modification or adjustment of the job application process or interviewing process due to a disability, please email astoncarteraccommodation@astoncarter.com for other accommodation options.
San Francisco Fair Chance Ordinance: Pursuant to the San Francisco Fair Chance Ordinance, for all positions located in the city and county of San Francisco, we will consider for employment qualified applicants with arrest and conviction records.
Massachusetts Lie Detector: It is unlawful in Massachusetts to require or administer a lie detector test as a condition of employment or continued employment. An employer who violates this law shall be subject to criminal penalties and civil liability.
Use of Artificial Intelligence (AI): We may use Artificial Intelligence (AI) to support parts of our hiring process, including sourcing, screening, and evaluating candidates. AI helps assess applications and qualifications, but final decisions are made by our hiring team. By applying, you acknowledge and agree that your application may be reviewed using AI tools.