Company Details:
Berkley Aspire is an excess & surplus lines insurer of commercial risks unable to find a home in the standard markets. We are an operating unit of WR Berkley, a publicly traded (NYSE “WRB”) global insurer founded in 1967.
We make excess & surplus lines easy – easy for our distribution partners, easy for the businesses they represent, and easy to navigate. The lines of coverage we underwrite include general liability, property, and excess liability. Our model is different than our competitors – we do the premium billing and do not add interest/ finance percentage, we offer enhanced commissions, and we handle the stamping, affidavit filings, and other behind-the-scenes paperwork.
Our company culture is entrepreneurial, employee centric, and focused on sustainable growth. Aspire teammates work either remotely or on a hybrid schedule from offices in Scottsdale, Cincinnati, and Richmond. If you are looking for a company that offers room for advancement, great benefits, and positive vibes, then Aspire may be the place for you!
www.berkleyaspire.com
Responsibilities:
Berkley Aspire is hiring a Tax Support Specialist. This role is located in our Scottsdale office on a hybrid basis.
In this role, you will reconcile surplus lines taxes by state and resolve any discrepancies that arise. This position will also involve providing direct bill phone coverage and answering internal questions around insured’s accounts. This position will be assessed based on customer focus, productivity, accuracy and thoroughness, and ability to learn and apply new skills. This position is part of a dynamic team environment requiring high levels of collaboration and partnership.
Specific Duties:
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File and report surplus lines taxes for all jurisdictions.
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Resolve any conflicts in surplus lines tax.
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Maintain and monitor disbursements in the surplus lines tax account for timely funding of the account.
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Assist with preparation for any audits relative to surplus lines tax.
- Research, correct, provide phone assistance and correspond with agents, policy holders, and mortgage companies regarding issues with billing, payment processing, installments, cancellation notices, audits, commissions, or refunds on a daily basis.
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Coordinate with Underwriting and/or Agents regarding policy rewrites, receipt of monies for reinstatement and cancellations, and payment options.
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Review, process, and mail notices, acknowledgements, monthly agent account statements and other correspondence.
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Monitor email accounts and respond in a timely and professional manner to email inquiries and communications.
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Provide support to all interdepartmental personnel as requested or assigned.
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Complete special projects assigned by management.
#LI-Hybrid
#LI-RS1
Qualifications:
- High School education or equivalent and one to two years of insurance experience preferred.
- Excess and Surplus Lines background highly preferred.
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Experience with insurance tax filings is required.
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Strong customer service proficiency.
- Well organized.
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Ability to work independently.
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Ability to understand priorities and meet deadlines.
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Good oral and written communication skills are essential.
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Strong attention to detail.
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Proficiency in Microsoft Office suite of applications (Word, Excel, etc.).
Additional Company Details: The Company is an equal employment opportunity employer We do not accept any unsolicited resumes from external recruiting agencies or firms. The company offers a competitive compensation plan and robust benefits package for full time regular employees. The actual salary for this position will be determined by a number of factors, including the scope, complexity and location of the role; the skills, education, training, credentials and experience of the candidate; and other conditions of employment.