Complete state surplus lines tax filings, reports, and payments accurately and in a timely manner
Reconcile client invoices, billing reports, and related financial records
Research and resolve client credits, refunds, and payment discrepancies
Maintain accurate documentation and records related to tax filings and accounting transactions
Support the maintenance and improvement of accounting processes and standard operating procedures
Provide customer service and support to clients, state agencies, and internal teams regarding filing and payment-related inquiries
Maintain working knowledge of state surplus lines laws, tax filing requirements, and compliance regulations
Assist with reporting and reconciliation activities to ensure data accuracy and completeness
Manage multiple priorities while maintaining a high level of accuracy in a fast-paced environment
Required to perform other duties as requested, directed, or assigned

Associate degree in accounting or equivalent experience preferred
Experience in the surplus lines or insurance industry preferred
Knowledge of general accounting principles and practices
Understanding of confidentiality requirements related to financial information
Proficiency in Microsoft Office Suite, particularly Excel, and Adobe applications
Experience with NetSuite or similar accounting software preferred
Strong attention to detail and accuracy
Strong analytical and problem-solving skills
Ability to manage multiple priorities and meet deadlines in a high-volume environment
Excellent verbal and written communication skills
Ability to work effectively both independently and as part of a team

Accounts Payable Specialist

Key skills