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Surplus Lines Insurance Compliance Assistant

Surplus Lines Compliance Assistant


Full-Time: 40 hours per week

Office Hours: Monday - Friday 8:30 AM - 5:00 PM

Compensation: $12.00/hour - $13.00/hour


USG is a national wholesale/brokerage for hard to place commercial insurance coverages.  We are seeking a motivated individual to assist with surplus lines filings on a full-time basis in our (Carrollwood) Tampa, FL office location.

Previous experience is preferred, but not required.  This is an entry-level position where we will provide training as needed.



- Review surplus lines insurance policy and tax filing documents to ensure compliance with state regulations.

- Complete and file accurate and timely tax reports on a monthly, quarterly, semi-annual, and annual basis.

- Request missing documentation or corrections from Producer/Brokers.

- Run reports and review invoice transactions for accuracy.  Request corrections as needed.

- Verify agent licensing information.

- Assist with maintaining USG licenses and respond to requests for license information.

- Complete surplus lines tax affidavits and other state specific forms that are required for filing.

- Research, monitor, and implement changes on the surplus lines procedures to ensure regulatory compliance.

- Communicate with state insurance departments.

- Assist with state insurance department audits.

- Opening and sorting mail, as needed.

- Other responsibilities as assigned.


Desired Qualifications:

- Must be proficient in Microsoft Excel, Word, and Outlook.

- Knowledge or experience in Property and Casualty/E&S Insurance preferred.

- Must have excellent communication skills and ability to manage multiple tasks.

- Attention to detail and strong mathematical skills are a must.

- Ability to learn new computer programs and information systems quickly.




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