Description review

Surplus Lines Coordinator

Alliant Insurance Services, Inc. · United States · back to the listing

HR standards

65/100

needs work

Title ↔ description

74/100

solid

Reads as

Bookkeeper

93% confident

What this role officially is

bookkeeper — ESCO, the EU occupation classification

Bookkeepers record and assemble the day-to-day financial transactions of an organisation or company, consisting usually of sales, purchases, payments and receipts. They ensure all financial transactions are documented in the appropriate (day) book and general ledger, and that they are balanced out. Bookkeepers prepare the recorded books and ledgers with financial transactions for an accountant to then analyse balance sheets and income statements.

Also known as: general bookkeeper, accounting technician, book-keeping clerk, accounts clerk, general-ledger bookkeeper, accounting technicians

How others title the same work

Large employers

  • Accounts Payable Clerk (Entry Level Opportunity) Canonical
  • Accounts Receivable Clerk Canonical
  • Accounts Payable Clerk (Entry Level Opportunity) Canonical Ltd.
  • Accounts Receivable Clerk Canonical Ltd.

Startups

  • Financial Operations Associate Corgi Insurance

What the listing never says

  • No pay range published. Candidates cannot tell whether applying is worth their time. Pay transparency
  • No location or timezone policy stated, so a candidate cannot tell where they may work from. Scope clarity

The listing, marked up

At Alliant Insurance Services, we thrive on creating employee benefits solutions built on the idea that health makes growth possible. As top tier professionals dedicated to solving our clients' health and welfare insurance challenges, Alliant team members deliver an unrivaled depth of service, and our unique approach enables us to help clients stay resilient and turn change into opportunity. This position is a chance to join a dynamic, expanding company with prospects for individual and career growth. As one of the 5 largest insurance brokerage firms in the U.S., Alliant provides property and casualty, workers' compensation, employee benefits, surety, and financial products and services to clients nationwide.

More information is available at www.alliant.com.

SUMMARY

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.

ESSENTIAL DUTIES AND RESPONSIBILITIES

Generates and reviews weekly insurance company payables reports. Ensures surplus lines taxes and fees are billed correctly in agency management systems and that proper policy documentation has been received from Sales staff. 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. Other duties as assigned1 .

QUALIFICATIONS

EDUCATION / EXPERIENCE

Associate’s degree or equivalent combination of education and experience Two (2) or more years of related work experience in surplus lines filing and insurance payables experience preferred

SKILLS

Excellent verbal and written communication skills Strong customer service skills Ability to organize and prioritize workload Ability to communicate effectively with supervisor and non-accounting employees Ability to work within a team and to foster teamwork Proficient in Microsoft Office products

We are proud to provide comprehensive, high quality employee programs to meet employees' needs now and in the future, including a very competitive financial package. We encourage you to explore what we have to offer.

For immediate consideration for this position, please click on the "Apply" button.

Alliant Insurance Services, Inc. is an Equal Opportunity Employer. All qualified applicants will receive consideration for employment based on their qualifications and ability without regard to race, color, religion, sex (including pregnancy, childbirth, breastfeeding, sexual orientation, and gender identity), national origin, ancestry, physical or mental disability, medical condition, marital status, age, genetic information, or status as a protected veteran, in accordance with applicable federal, state, and local laws, including California law.

Applicants are protected under Federal law from discrimination. If you need an accommodation to complete the application process or would like to review these materials in an alternative format, please reach out to

For more information on Alliant Insurance Service's benefits, please visit www.alliant.com/about/careers/benefits

Originally posted on Himalayas