Director of Surplus Lines

Reposted 5 Days Ago
Be an Early Applicant
4 Locations
Remote
Mid level
Insurance
The Role
The Director of Surplus Lines oversees tax compliance for surplus lines, manages a Tax Filing Team, and ensures regulatory adherence while supporting insurance agents and business decisions.
Summary Generated by Built In

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Regular or Temporary:

Regular

Language Fluency:  English (Required)

Work Shift:

1st Shift (United States of America)

Please review the following job description:

Responsible for managing and overseeing the taxes database maintenance function and employees. Responsible for assisting upper management in protecting CRC Group from loss by ensuring surplus lines tax compliance.

ESSENTIAL DUTIES AND RESPONSIBILITIES
Following is a summary of the essential functions for this job. Other duties may be performed, both major and minor, which are not mentioned below. Specific activities may change from time to time.
1. Responsible for directing and coordinating the Tax Filing Team, especially the assistant managers.
2. Execute a comprehensive compliance review and monitoring program. Monitor and review insurance compliance of assigned subsidiaries and affiliates and report results on a periodic basis.
3. Deal directly with Departments of Insurance to ensure that all surplus lines tax matters are handled correctly and efficiently. Research and interpret issues relating to insurance compliance.
4. Assist insurance agents/producers and provide support for tax filing needs and requests. Actively participate in business decisions that involve interpreting state insurance surplus lines tax statutes in order to provide proper compliance guidance to the line of business (LOB) and the Tax Filers.
5. Responsible for both team and individual execution of assigned tasks and duties in support of various compliance processes.
6. Lead team projects.
7. Continue developing overall knowledge of insurance regulatory compliance utilizing continuing education and professional certifications along with keeping abreast of current developments and trends.
8. In a discreet and secure manner, properly handle all private and confidential information. As sensitive matters arise, manage all situations with sound judgment and objectivity.
9. Assist in solving problems, researching and responding to compliance inquiries and general support of Tax Filers. Participate in relevant projects and efforts in order to achieve goals and objectives of the Internal Review team.
10. Work closely with Chief Administrative Officer to perform assigned work
11. Actively promote and drive a culture of compliance.
QUALIFICATIONS
Required Qualifications:
The requirements listed below are representative of the knowledge, skill and/or ability required. Reasonable accommodations may be made to enable individuals with disabilities to perform the essential functions.
1. Bachelor's degree in accounting, finance or other business-related field or equivalent work experience
2. Three years of related experience and/or training
3. Strong leadership skills
4. Exceptional analytical and problem solving abilities
5. Ability to effectively interact with employees at all levels of the organization and with a variety of people from diverse backgrounds
6. Strong verbal and written communication skills
7. Ability to effectively handle multiple tasks, details, and interruptions
8. Working knowledge of Microsoft office software, ImageRight and AIM system
9. Ability to adhere to all organizational policies and procedures
10. Limited travel may be required
Preferred Qualifications:
1. Supervisory experience

General Description of Available Benefits for Eligible Employees of TIH Insurance: All regular teammates (not temporary or contingent workers) working 20 hours or more per week are eligible for benefits, though eligibility for specific benefits may be determined by the division of TIH Insurance offering the position. TIH offers medical, dental, vision, life insurance, disability, accidental death and dismemberment, tax-preferred savings accounts, and a 401k plan to teammates. Teammates also receive no less than 10 days of vacation (prorated based on date of hire and by full-time or part-time status) during their first year of employment, along with 10 sick days (also prorated), and paid holidays. Depending on the position and division, this job may also be eligible for restricted stock units, and/or a deferred compensation plan. As you advance through the hiring process, you will also learn more about the specific benefits available for any non-temporary position for which you apply, based on full-time or part-time status, position, and division of work.

CRC supports a diverse workforce and is an Equal Opportunity Employer that does not discriminate against individuals on the basis of race, gender, color, religion, citizenship or national origin, age, sexual orientation, gender identity, disability, veteran status or other classification protected by law. CRC is a Drug Free Workplace.

EEO is the Law   Pay Transparency Nondiscrimination Provision   E-Verify

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The Company
HQ: Birmingham, Alabama
2,066 Employees
On-site Workplace
Year Founded: 1982

What We Do

CRC Group is one of the largest wholesale insurance distributors in the U.S.

CRC Group consists of three divisions, Commercial Solutions, Group & Individual Solutions, and Specialty Programs. The CRC Group family of brands includes CRC, TAPCO, Insurisk, CRC Programs, 5Star, The ABC Program, Negley, Professional Insurance Concepts, Pro-Praxis, SHU, Target, JH Blades, CRC Voluntary Benefits, Ethos Underwriting Services, and Hanleigh.

CRC Group’s insurance offerings and practice groups range from commercial property, casualty, professional lines, small business, transportation, environmental, construction, energy, healthcare, hospitality, manufacturing & distribution, public entity, and real estate, to personal lines, disability, voluntary benefits, and more.

CRC Group has the largest collection of actionable data in the wholesale business and we are putting it to use to consistently deliver better outcomes and more efficient results for our clients. We leverage data to provide a better client experience through limits benchmarking reports, amendatory endorsements, comparison tools, form review library, and property risk assessment reports. We have unveiled the REDY platform, which uses data and analytics to help clients win. In addition, we offer products exclusively available from CRC Group through our Insurisk brand. Our Claims Advocacy team is another way we strive to enhance the client experience, our dedicated team is ready to assist even after the policy is placed, we are here to help in the event of a difficult claim, as well.

These are just some of the ways CRC Group is placing you first.

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