Cochrane & Company is one of the largest independently owned insurance wholesalers in the U.S. and is considered a technology leader within the surplus lines industry. We have a great team of employees who are very energetic and helpful! Our company is proud of the customer and family-oriented environment that we have created. We work hard but we have exceedingly good time. Join our growing organization to help us further accelerate our custom development efforts.

Position Summary

Currently seeking a detail-oriented candidate to be responsible for managing the surplus lines workflow and processes to ensure compliance with all state and federal insurance tax filing regulations.

Standards of Performance

• Actively support and incorporate the core values of the company into daily activities
• Maintain a positive and respectful attitude with fellow colleagues
• Work as a team to achieve department and overall company goals
• Demonstrate exceptional customer service skills, internally and externally, with effective communication, respect and integrity
• Maintain confidentiality of all information related to customers, carriers, colleagues and the company
• Be dependable and consistently report to work on time prepared to perform duties of the position.

Essential Job Functions

• File taxes with appropriate state/federal agencies following each state/federal guidelines
• Reconcile each state surplus lines statement and make appropriate payments
• Manage surplus lines tax rates and company information
• Update surplus lines documents
• Provide customer service to clients (internal and external) regarding surplus lines
• Handle miscellaneous accounting functions as assigned including, but not limited to, bank transfers, adjustments, etc.
• Manage and maintain all applicable state license requirements
• Establish and maintain effective working relationships with co-workers, managers, carriers, vendors, etc.
• Perform duties in an efficient, professional and courteous manner.
• Perform duties with a high level of accuracy and thoroughness, monitors own work to ensure quality.
• Maintain regular consistent and professional attendance, punctuality and personal appearance.
• Pursue personal development of skills and knowledge necessary for the effective performance of the role.
• Use high degree of discretion when dealing with confidential information.
• Perform related duties as assigned.

Minimum requirements

• High School Diploma or equivalent. College Degree preferred.
• Previous office related experience in a fast-paced and professional customer service environment preferred.
• Advanced knowledge of personal computers. Specifically Microsoft office products and data base management systems.
• Ability to organize and prioritize effectively.
• Ability to be detail oriented.
• Ability to manage multiple projects and consistently meet deadlines.
• Ability to communicate effectively both verbally and in writing.
• Ability to operate standard office equipment including but not limited to computers, variety of software, copiers, scanners, calculators and facsimile machines.
• Ability to follow oral and written instructions.
• Good analytical and problem-solving skills.