• Licensing Representative - FO

    Job ID
    # of Openings
    Field Operations
    US-FL-Lake Mary
  • Overview

    Summary   The Licensing and Surplus Lines Tax Analyst manages Agent and subsidiary licenses. This position is also responsible for managing the Agency's and agents’ Surplus Lines Tax Filings.


    • Evaluate reports to ensure that all producers have submitted required filing documentation. Follow up with producers as necessary to secure complete and timely submissions.
    • Review and prepare all office tax filing submissions; ensure necessary documentation has been submitted; verify appropriate invoicing and taxing amounts; ensure compliance with all state requirements.
    • Process tax filings in a timely and accurate manner.
    • As assigned, handle any discrepancies (i.e. tags) identified by state filing authorities, ensuring timely resolution.
    • Handle any SL tax discrepancies
    • Review state and industry publications, monitor state websites to ensure that all tax filing information, processes and forms are kept current.
    • Manage the Tax and Affidavit Information link; assist in maintaining all relevant tax and filing information using software tools such as Word, Adobe and Excel.
    • Establish and maintain appropriate documentation for all state filing, ensuring the information is complete, accurate and current.
    • Performs analysis or research as assigned by Leaders to assist with internal or state auditors.
    • At the direction of Lead, develop and maintain procedures and materials in support of the department’s mission(s).
    • Processes agent requests for new licenses and license renewals through the licensing database, NIPR website, or state DOI websites.  Forward required documentation to state departments of insurance as needed to complete renewal process.
    • Performs data entry to maintain licensing database including adding new licensed staff, changing status of terminated licensed staff, and updating agent licensing and appointment information and address changes.
    • Process changes of business or resident address via NIPR website or by completing appropriate state DOI paperwork. 
    • Emails or faxes copies of licenses to carriers or staff upon request.



    Education and/or Experience                      


    High school diploma or general education degree (GED); or two or more years related experience and/or training; or equivalent combination of education and experience.


    Certificates, Licenses, Registrations 


    All applicable insurance licenses.


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