Temp: Surplus Lines Analyst
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Role Overview
To perform this job successfully, an individual must be able to perform each essential duty satisfactorily. The requirements listed below are representative of the knowledge, skill, and/or ability required. Reasonable accommodation may be made to enable individuals with disabilities to perform the essential functions.
ESSENTIAL DUTIES AND RESPONSIBILITIES:
Timely and accurately submit surplus lines filings for assigned states.
Process surplus lines tax returns for all assigned states before due dates.
Coordinate payment of surplus lines taxes by appropriate due dates.
Maintain accurate files on shared drive
Work with surplus lines stamping offices and state agencies to resolve any discrepancies.
Work collaboratively with and assist in educating the account teams
Reconcile reports and coordinate with accounting
Utilize InsCipher for filings and reports
KEY COMPETENCIES:
Strong attention to detail
Be a team player/collaborate with all colleagues as needed
Ability to read, analyze and interpret surplus lines regulations and requirements.
Be able to multi-task and prioritize.
Strong communication skills both verbal and written.
Excellent follow up skills.
Able to navigate the internet.
EDUCATION and/or EXPERIENCE:
Surplus lines experience helpful
Property & Casualty Insurance background helpful
Accounting experience helpful
COMPENSATION:
Non-Exempt: The hourly pay range for this position is $25.00 – $30.00 per hour and standard workweeks are 37.5 hours. This range represents the employer’s good faith estimate of the compensation for this role at the time of posting.
WHY EPIC:
EPIC has over 60 offices and 4,000 employees nationwide – and we’re growing! It’s a great time to join the team and be a part of this growth. We offer:
Generous Paid Time off
Managed PTO for salaried/exempt employees (personal time off without accruals or caps); 22 PTO days starting out for hourly/non-exempt employees; 12 company-observed paid holidays; 4 early-close days
Generous leave time options: Paid parental leave, pregnancy disability and bonding leave, and organ donor/bone marrow donor leave
Generous employee referral bonus program of $1,500 per hired referral
Employee recognition programs for demonstrating EPIC’s values plus additional employee recognition awards and programs (and trips!)
Employee Resource Groups: Women’s Coalition, EPIC Veterans Group
Professional growth & development: Mentorship Program, Tuition Reimbursement Program, Leadership Development
Unique benefits such as Pet Insurance, Identity Theft & Fraud Protection Coverage, Legal Planning, Family Planning, and Menopause & Midlife Support
Additional benefits include (but are not limited to): 401(k) matching, medical insurance, dental insurance, vision insurance, and wellness & employee assistance programs
50/50 Work Culture: EPIC fosters a 50/50 culture between producers and the rest of the business, supporting collaboration, teamwork, and an inclusive work environment. It takes both production and service to be EPIC!
EPIC Gives Back – Some of our charitable efforts include Donation Connection, Employee Assistance Fund, and People First Foundation
We’re in the top 10 of property/casualty agencies according to “Insurance Journal”
To learn more about EPIC, visit our Careers Page: https://www.epicbrokers.com/about/epic-careers/.
EPIC embraces diversity in all its various forms—whether it be diversity of thought, background, race, religion, gender, skills or experience. We are committed to fostering a work community where every colleague feels welcomed, valued, respected and heard. It is our belief that diversity drives innovation and that creating an environment where every employee feels included and empowered, helps us to deliver the best outcome to our clients.
California Applicants - View your privacy rights at: https://www.epicbrokers.com/wp-content/uploads/2025/01/epic-ca-employee-privacy-notice.pdf.
Massachusetts G.L.c. 149 section 19B (b) requires the following statement: It is unlawful in Massachusetts to require or administer a lie detector test as a condition of employment or continued employment. An employer who violates this law shall be subject to criminal penalties and civil liability.
#LI-TM1
#LI-Remote
Full Job Posting
JOB OVERVIEW:
To perform this job successfully, an individual must be able to perform each essential duty satisfactorily. The requirements listed below are representative of the knowledge, skill, and/or ability required. Reasonable accommodation may be made to enable individuals with disabilities to perform the essential functions.
ESSENTIAL DUTIES AND RESPONSIBILITIES:
Timely and accurately submit surplus lines filings for assigned states.
Process surplus lines tax returns for all assigned states before due dates.
Coordinate payment of surplus lines taxes by appropriate due dates.
Maintain accurate files on shared drive
Work with surplus lines stamping offices and state agencies to resolve any discrepancies.
Work collaboratively with and assist in educating the account teams
Reconcile reports and coordinate with accounting
Utilize InsCipher for filings and reports
KEY COMPETENCIES:
Strong attention to detail
Be a team player/collaborate with all colleagues as needed
Ability to read, analyze and interpret surplus lines regulations and requirements.
Be able to multi-task and prioritize.
Strong communication skills both verbal and written.
Excellent follow up skills.
Able to navigate the internet.
EDUCATION and/or EXPERIENCE:
Surplus lines experience helpful
Property & Casualty Insurance background helpful
Accounting experience helpful
COMPENSATION:
Non-Exempt: The hourly pay range for this position is $25.00 – $30.00 per hour and standard workweeks are 37.5 hours. This range represents the employer’s good faith estimate of the compensation for this role at the time of posting.
WHY EPIC:
EPIC has over 60 offices and 4,000 employees nationwide – and we’re growing! It’s a great time to join the team and be a part of this growth. We offer:
Generous Paid Time off
Managed PTO for salaried/exempt employees (personal time off without accruals or caps); 22 PTO days starting out for hourly/non-exempt employees; 12 company-observed paid holidays; 4 early-close days
Generous leave time options: Paid parental leave, pregnancy disability and bonding leave, and organ donor/bone marrow donor leave
Generous employee referral bonus program of $1,500 per hired referral
Employee recognition programs for demonstrating EPIC’s values plus additional employee recognition awards and programs (and trips!)
Employee Resource Groups: Women’s Coalition, EPIC Veterans Group
Professional growth & development: Mentorship Program, Tuition Reimbursement Program, Leadership Development
Unique benefits such as Pet Insurance, Identity Theft & Fraud Protection Coverage, Legal Planning, Family Planning, and Menopause & Midlife Support
Additional benefits include (but are not limited to): 401(k) matching, medical insurance, dental insurance, vision insurance, and wellness & employee assistance programs
50/50 Work Culture: EPIC fosters a 50/50 culture between producers and the rest of the business, supporting collaboration, teamwork, and an inclusive work environment. It takes both production and service to be EPIC!
EPIC Gives Back – Some of our charitable efforts include Donation Connection, Employee Assistance Fund, and People First Foundation
We’re in the top 10 of property/casualty agencies according to “Insurance Journal”
To learn more about EPIC, visit our Careers Page: https://www.epicbrokers.com/about/epic-careers/.
EPIC embraces diversity in all its various forms—whether it be diversity of thought, background, race, religion, gender, skills or experience. We are committed to fostering a work community where every colleague feels welcomed, valued, respected and heard. It is our belief that diversity drives innovation and that creating an environment where every employee feels included and empowered, helps us to deliver the best outcome to our clients.
California Applicants - View your privacy rights at: https://www.epicbrokers.com/wp-content/uploads/2025/01/epic-ca-employee-privacy-notice.pdf.
Massachusetts G.L.c. 149 section 19B (b) requires the following statement: It is unlawful in Massachusetts to require or administer a lie detector test as a condition of employment or continued employment. An employer who violates this law shall be subject to criminal penalties and civil liability.
#LI-TM1
#LI-Remote
About EPIC Brokers
Retail property and casualty insurance brokerage and consulting firm providing risk management, employee benefits, and specialty programs to businesses of all sizes.
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