Surplus Lines Senior Coordinator

1 Month ago • All levels

Job Summary

Job Description

The Surplus Lines Senior Coordinator role at Marsh offers an opportunity to develop a career in the Operations department of a global insurance brokerage. This role is based in Austin, Texas, and involves supporting and executing the filing of Surplus Lines taxes for Marsh clients and brokers. The role requires clear communication, adherence to compliance standards, and the ability to work independently. Key responsibilities include managing communications, following up on client needs, and understanding relevant rules and regulations. The role offers professional development, a vibrant and inclusive culture, and career opportunities within a leading global firm.
Must have:
  • Intermediate Microsoft Office proficiency and Excel knowledge
  • Strong communication and time management skills
  • Attention to detail for accurate information entry
  • Ability to conduct research
Good to have:
  • 1+ years of experience in tax filing
  • Bachelor's Degree
Perks:
  • Professional development opportunities
  • Interesting work and supportive leaders
  • Inclusive culture

Job Details

Company:

Marsh

Description:

We are seeking talented individuals to join our Operations team at Marsh. This role will be based in Austin, TX. This is a hybrid role that has a requirement of working at least three days a week in the office.

This Surplus Lines Senior Coordinator role provides an opportunity to develop a career in the Operations of a global insurance brokerage and risk management firm during an exciting time of expansion and transformation. You will be based in our Austin office and will be a part of our Surplus Lines department which is responsible for the support and execution of the filing of Surplus Lines taxes on behalf of Marsh clients and Marsh placing brokers.

We will count on you to:

  • Able to clearly articulate issues, problems, and resolutions within this field.

  • Excellent written and oral communication skills – Influencing/persuasiveness – can explain why a process or rule needs to be followed and gain colleague support/change behavior as a result.

  • Quality & Compliance – high ethical behavior; understanding of rules and why they need to be followed but flexible enough to know when a solution is workable.

  • Drive and self-motivation – able to work independently, follow through on a task/complete a project/meet a deadline without direct on-site supervision.

  • Manage and record client and carrier communications in a shared document repository to ensure timely follow up and review by the client team

  • Remain current by understanding and following all Marsh compliance, professional and transparency standards

What you need to have:

  • Intermediate Microsoft Office proficiency, knowledge of basic Excel formulas, pivot tables, and Outlook organization is beneficial

  • Strong communication skills, exceptional time management skills, and ability to multi-task

  • Attention to detail is critical to ensure we’re entering accurate information into our forms and systems

  • Ability and aptitude to conduct research

What makes you stand out:

  • 1+ years of experience in tax filing

  • Bachelor’s Degree

Why join our team:

  • We help you be your best through professional development opportunities, interesting work and supportive leaders.

  • We foster a vibrant and inclusive culture where you can work with talented colleagues to create new solutions and have impact for colleagues, clients and communities.

  • Our scale enables us to provide a range of career opportunities, as well as benefits and rewards to enhance your well-being.

#LI-JG3

Marsh, a business of Marsh McLennan (NYSE: MMC), is the world’s top insurance broker and risk advisor. Marsh McLennan is a global leader in risk, strategy and people, advising clients in 130 countries across four businesses: Marsh, Guy Carpenter, Mercer and Oliver Wyman. With annual revenue of $24 billion and more than 90,000 colleagues, Marsh McLennan helps build the confidence to thrive through the power of perspective. For more information, visit marsh.com, or follow on LinkedIn and X.

Marsh McLennan is committed to embracing a diverse, inclusive and flexible work environment. We aim to attract and retain the best people and embrace diversity of age background, disability, ethnic origin, family duties, gender orientation or expression, marital status, nationality, parental status, personal or social status, political affiliation, race, religion and beliefs, sex/gender, sexual orientation or expression, skin color, veteran status (including protected veterans), or any other characteristic protected by applicable law. If you have a need that requires accommodation, please let us know by contacting reasonableaccommodations@mmc.com.

Marsh McLennan is committed to hybrid work, which includes the flexibility of working remotely and the collaboration, connections and professional development benefits of working together in the office. All Marsh McLennan colleagues are expected to be in their local office or working onsite with clients at least three days per week. Office-based teams will identify at least one “anchor day” per week on which their full team will be together in person.

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About The Company

Marsh McLennan (NYSE: MMC) is the world's leading professional services firm in the areas of risk, strategy and people. The Company's 76,000 colleagues advise clients in over 130 countries. With annualized revenue approaching $17 billion, Marsh & McLennan helps clients navigate an increasingly dynamic and complex environment through four market-leading businesses. Marsh advises individual and commercial clients of all sizes on insurance broking and innovative risk management solutions. Guy Carpenter develops advancedrisk,reinsurance and capital strategies that help clients grow profitably and pursue emerging opportunities. Mercer delivers advice and technology-driven solutions that help organizations meet the health, wealth and career needs of a changing workforce. Oliver Wyman serves as a critical strategic, economic and brand advisor to private sector and governmental clients.

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