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Surplus Lines Agent Jobs (NOW HIRING)

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 Tax Administrator

Memphis, TN · On-site

$45K - $61K/yr

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 Tax Administrator

Shreveport, LA · On-site

$46K - $62K/yr

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 ...

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 Tax Administrator

Columbia, SC · On-site

$43K - $58K/yr

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 Tax Administrator

Boca Raton, FL · On-site

$44K - $59K/yr

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 ...

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 Tax Administrator

Mobile, AL · On-site

$46K - $62K/yr

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 ...

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 ...

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 Tax Administrator

Burlington, NC · On-site

$38K - $52K/yr

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 Tax Administrator

Marietta, GA · On-site

$44K - $59K/yr

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 Tax Administrator

Savannah, GA · On-site

$43K - $58K/yr

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 ...

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 ...

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 Tax Administrator

Miami, FL · On-site

$44K - $60K/yr

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 Tax Administrator

Tampa, FL · On-site

$43K - $59K/yr

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 ...

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 Tax Administrator

Asheville, NC · On-site

$44K - $59K/yr

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 ...

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Surplus Lines Agent information

How does a Surplus Lines Agent typically collaborate with retail insurance agents and underwriters?

Surplus Lines Agents frequently work closely with retail insurance agents who refer clients needing coverage that standard insurers can't provide. The Surplus Lines Agent assesses these unique risks, communicates specific coverage options, and negotiates terms with surplus lines underwriters. Collaboration is essential, as it ensures all parties understand the client’s needs, regulatory requirements, and policy details, ultimately resulting in tailored insurance solutions. This teamwork also helps maintain compliance with state regulations and fosters strong professional relationships within the industry.

What are the key skills and qualifications needed to thrive as a Surplus Lines Agent, and why are they important?

To thrive as a Surplus Lines Agent, you need a solid understanding of insurance products, risk assessment, state regulations, and typically a Surplus Lines license in addition to a standard insurance license. Familiarity with industry-specific quoting and policy management systems, as well as compliance software, is essential. Strong negotiation, relationship-building, and problem-solving skills set top agents apart in this role. These skills ensure agents can effectively place complex or unconventional risks, maintain regulatory compliance, and deliver tailored solutions for clients with unique insurance needs.

What is the difference between Surplus Lines Agent vs Property & Casualty Insurance Agent?

AspectSurplus Lines AgentProperty & Casualty Insurance Agent
CredentialsLicensing required, often similar to P&C agentsLicensing required, often similar to Surplus Lines Agents
Work EnvironmentSpecializes in non-standard, high-risk policiesHandles standard property and casualty insurance policies
Employer & Industry UsageWorks with surplus lines insurers, brokers, and agentsWorks with standard insurance companies and agencies

Surplus Lines Agents and Property & Casualty Insurance Agents both require licensing and work within the insurance industry. However, Surplus Lines Agents focus on high-risk, non-standard policies outside regular markets, while Property & Casualty Agents handle standard insurance policies. Understanding these differences helps clients find the right specialist for their insurance needs.

What is a Surplus Lines Agent?

A Surplus Lines Agent is a licensed insurance professional who helps clients obtain insurance coverage from non-admitted insurers, which are companies not licensed in the insured's state but legally allowed to provide coverage for unique or hard-to-place risks. These agents step in when standard or admitted insurance markets cannot accommodate specific needs, such as unusual, high-risk, or specialized policies. Surplus lines agents must follow strict state regulations and reporting requirements to ensure compliance and consumer protection. Their expertise is crucial for businesses or individuals seeking coverage that is unavailable through traditional insurance channels.
More about Surplus Lines Agent jobs
What states have the most Surplus Lines Agent jobs? States with the most job openings for Surplus Lines Agent jobs include:
Surplus Lines Tax Administrator

Surplus Lines Tax Administrator

HUB International Limited

Columbia, SC • On-site

$43K - $58K/yr

Full-time

Medical, Dental, Vision, Life, Retirement, PTO

Posted yesterday


HUB International rating

8.7

Company rating: 8.7 out of 10

Based on 52 frontline employees who took The Breakroom Quiz

62nd of 260 rated insurance


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 & Clerical
Required Experience: 2-5 years of relevant experience
Required Travel: Negligible
Required 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 team HUBRecruiting@hubinternational.com. This contact information is for accommodation requests only; do not use this contact information to inquire about the status of applications.

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