Surplus Lines Analyst

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AGIA Affinity

WebsiteLinkedInAll Job Openings

201 - 500 employees

Founded 1963

🤝 B2B

👥 HR Tech

☁️ SaaS

B2B • HR Tech • SaaS

AGIA Affinity is a company that develops, markets, and administers innovative benefit programs aimed at helping organizations engage and retain customers, members, or employees. Established in 1956, AGIA is known for its powerful and customer-centric solutions that deliver tangible business value, driving revenue and enhancing company culture for its partners. The company leverages modern technology platforms to automate processes and provide seamless digital customer experiences. AGIA's programs are designed to improve engagement and add incremental revenue through enhanced target audience interaction. With a focus on bespoke solutions, AGIA assists clients in revitalizing stagnant programs, increasing program growth, and transforming insureds into long-term member value, thus positioning itself as a leader in the benefits market.

📋 Description

• Process surplus lines transactions across all applicable jurisdictions • Prepare, review, and file surplus lines tax reports on a monthly, quarterly, semi-annual, and annual basis • Reconcile discrepancies between tax filings, policy documentation, and invoicing records • Coordinate the timely payment of surplus lines taxes, stamping fees, and related regulatory fees • Assist in the development, documentation, and continuous improvement of surplus lines tax processes • Research and interpret state surplus lines statutes, regulations, and legislative updates • Maintain accurate, organized, and audit-ready filing records and supporting documentation • Ensure compliance with regulatory guidelines governing non-admitted insurance transactions

🎯 Requirements

• Bachelor’s degree in Risk Management & Insurance, Business Administration, Legal Studies, or a related field preferred • Minimum of 3+ years of experience within the insurance industry • Minimum of 2+ years of experience handling surplus lines tax filings, regulatory reporting, or a related compliance function. • Experience working within MGA, wholesale brokerage, carrier, or delegated authority environments is strongly preferred. • Working knowledge of state surplus lines regulations, tax filing requirements, and non-admitted insurance compliance obligations. • Solid understanding of insurance terminology, policy structures, and transaction workflows. • Intermediate to advanced proficiency in Microsoft Office applications, particularly Excel. • Experience with policy administration systems, compliance platforms, and Inscipher is strongly preferred. • Strong analytical, problem-solving, and data reconciliation skills with exceptional attention to detail. • Strong written and verbal communication skills with the ability to collaborate effectively across operational, accounting, legal, and production teams.

🏖️ Benefits

• Competitive benefits and compensation • Culture of empowerment • Commitment to innovation