Surplus Lines Tax Advisory Specialist

About This Role

Join Marsh's Operations team as a Surplus Lines Tax Advisory Specialist to ensure surplus lines placements are compliant and support brokers and internal partners through complex transactions. This hybrid role involves upholding compliance, accurate invoicing, and guiding colleagues while maintaining strong relationships with regulators.

Responsibilities

• Partner with client-facing and market-facing teams to review escalations and confirm surplus lines placements are compliant before binding
• Ensure accurate invoicing and timely submission of documentation to the surplus lines processing unit
• Guide colleagues on placement workflows to support on-time, accurate filings
• Build and maintain relationships with regulators across assigned jurisdictions
• Serve as the primary contact for escalations, audits, and regulatory inquiries
• Stay current on state statutes, regulatory changes, and surplus lines requirements
• Communicate surplus lines issues to clients and insurers in clear, practical terms
• Advise on tax issues and remediation efforts within assigned territories
• Mitigate fines and penalties by ensuring all placements meet coverage and filing requirements
• Partner with Compliance on investigations, client-related issues, and corporate projects
• Identify and raise opportunities to streamline surplus lines processes

Requirements

• Knowledge of surplus lines insurance, tax requirements, and compliance standards
• 3+ years of experience
• Active P&C broker license—or ability to obtain within 90 days
• Proficiency with Microsoft Office

Qualifications

• Bachelor’s degree preferred
• 3+ years of experience; surplus lines experience strongly preferred

Nice to Have

• Surplus lines experience
• Strong client focus, professionalism, and relationship-building skills

Skills

* Required skills

Benefits