Description

• Prepare and file policy level and company level reports as required by various states and ensure compliance with all reporting requirements and deadlines.
• Prepare disbursement requests for various state and other statutory assessments or filing fees, ensuring requests are completed accurately and within established deadlines.
• Ensure that all payments and reports submitted are accurate and properly documented for future reference.
• Ensure that procedures are updated for any necessary changes as required.
• Respond promptly and within requested due dates to any questions or inquiries from any insurance department or other assessing/reporting organization. Ensure responses are appropriate prior to sending externally and saved to appropriate folders for future reference.
• Respond promptly and within requested due dates to any internal questions as well.
• Support development of the annual assessment budget and provide monthly/quarterly variance analysis.
• Assist with providing research and data on account reconciliations, to surcharge manager.
• Provide assessment documentation for accrual reviews, in terms of updated payment, basis, and rate information for trending analyses.
• Surplus lines state filings and fee payments are processed accurately and on time for all surplus lines' companies, ensuring continued eligibility.
• Surplus lines carrier reporting is completed with accurate and timely submission of all policy and premium reports to the relevant agencies and associations.
• Support extended Regulatory Affairs Team with special requests or inquires as needed.

• Reports to the Manager of Assessment and Surcharge Group.