Surplus Lines Specialist – (CA, FL, OH, TX, NJ) – Telecommuting Eligible (Partial)

the opportunity:

Perr&Knight is seeking to add a Surplus Lines Specialist to our growing licensing team.  They will be responsible for assisting with the preparation, reporting and all other aspects of Surplus Lines filings for the company in all 50 states. Ensures that proper tax payments are made on time and in accordance with state guidelines.  Part of those responsibilities will include, but are not limited to, oversight of surplus lines filings, such as the payment and submission of surplus lines fees and taxes to the respective insurance departments and surplus lines associations. Individual should have an understanding of surplus lines licensee responsibilities, state specific obligations concerning surplus lines disclosures, and filing submission requirements for surplus lines policies.


  • Competitive salary including merit based bonus plan
  • Flexible Work Program
  • Clear opportunities for career progression
  • Company funded professional education program
  • Generous benefits including PTO, medical/dental/vision insurance, 401K with match
  • Friendly, dynamic work environment
  • Visible management commitment to our company core values of: Diversity & Inclusion; Environmental, Community and Employee Wellbeing; Excellent Work Product; Innovation; Integrity and Superior Customer Experience

What you’ll bE DOING:

  • Ensures surplus lines taxes and fees are reported correctly and that proper policy documentation has been received for reporting purposes
    Reconciles and corrects discrepancies between the report and the documentation received
  • Requests and processes checks or other forms of payment for the applicable fees
  • Ensures that payment of fees and supporting documentation is sent to the appropriate state agency or Surplus Lines Association according to monthly, quarterly, semi-annual or annual due dates
  • Processing and payments of surplus lines taxes and stamping fees in all 50 states
  • Process daily, monthly, semi-annual, and annual state filings for all 50 states
  • Perform analysis and research of surplus lines requirements and directly work with the state department of insurance and/or stamping offices
  • Submit UCAA Expansion & Amendatory applications for Insurance Companies
    Conduct Insurance Company line of business analysis in support of Form A filings
  • Perform regulatory research to help determine CofA requirements for new product offerings
  • Establish and maintain good relationships with licensing staff at various departments of insurance

What you’ll bring to the table:

  • Prior experience renewing insurance licenses
  • B.S. or B.A. degree from an accredited college or university
  • Proficiency at scheduling and prioritizing work and deliverables to consistently meet deadlines
  • Attention to detail, good organization, resourcefulness, sound judgment and confidence
  • Intermediate Windows, Outlook, Word and Excel skills
  • Ability to read, analyze and interpret complex instructions, bulletins and documentation
  • Flexibility and composure in the face of changing assignments, priorities or goals
  • Ability to thrive in a fast-pace, time-sensitive environment
  • An aptitude for recognizing opportunities for automation, streamlining and process improvement
  • Experience with insurance company licensing preferred