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Associate, Surplus Lines

Employee Type:  Full-Time

Kansas City, MO, US, 64106

Job Type:  Administrative
Secondary Location: 
Years of Experience: 

RT Specialty, a division of Ryan Specialty Group is looking for a Surplus Lines Tax Associate to join our team in Kansas City, Missouri. We are a fast paced, energetic and rapidly growing organization that offers a great opportunity for someone interested in further developing their career. Ryan Specialty Group has been named one of the Best Places to Work 2021 by Business Insurance, and has been named 2021 top Insurance Workplace by Insurance Business America.

Position Summary:

RT Specialty, a division of Ryan Specialty Group is looking for an eager Surplus Line Tax Coordinator to join our Kansas City team. We are a fast paced, energetic and rapidly growing organization that offers a great opportunity for someone interested in further developing their Career. This position reports into the Surplus Lines Tax Supervisor. As the Surplus Lines Tax Coordinator, they are responsible for the support and execution of the filing and payment of surplus lines taxes on behalf of RT’s clients and RT’s placing brokers. The individual must maintain working knowledge of surplus lines tax regulation for assigned state(s). This regulatory insurance tax reporting position is deadline driven in reporting taxes to multiple states.

Essential Functions:

  • Timely and accurate completion of state regulatory surplus lines tax filings by either utilizing the state’s filing website or state approved form.
  • Complete surplus lines state tax returns using approved state forms and creates corresponding check request for payment of surplus lines tax.
  • Reconcile state filings with RT Specialty open payable report prior to submitting check requests.
  • Conduct compliance and quality review on documents associated with a surplus lines tax filing. If documents are not correct, coordinates with broker teams to make appropriate corrections to ensure timely filings.
  • Complete and file surplus lines affidavits for RT Specialty licensees and RT Specialty corporate licenses in assigned state(s).
  • Maintain an open line of communication with broker teams regarding surplus lines taxes.
  • Communicate with state insurance departments to ensure proper statutory compliance with applicable surplus lines laws and codes.
  • Assist Surplus Lines Tax Director, Supervisors and peers with finding and interpreting state regulations pertaining to surplus lines tax filings, as required.
  • Support the Surplus Lines Tax Supervisor in fulfillment of ad hoc requests, as needed.
  • Independently investigate, research, and resolve issues that may arise during the filing, reconciliation or payment processes as they relate to their assigned duties.
  • Comply with all Surplus Lines Department and overall Company defined policies and procedures.


  • Associate’s Degree (AA) from two year college or technical school and/or training; or equivalent combination of education and experience.
  • Proficiency in Microsoft Excel and Outlook.
  • Demonstrate ability to manage multiple priorities in a high volume position, deliver timely and accurate work products with customer service focus and respond with sense of urgency as required.
  • Exceptional attention to detail.
  • Excellent verbal and written communication skills.
  • Strong teamwork orientation; willingness to help larger team meet goals and responsibilities.
  • Working knowledge of commercial property/casualty coverage and/or insurance licensing preferred but not required.


Ryan Specialty Group is an Equal Opportunity Employer

Nearest Major Market: Kansas City

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