Surplus Lines Representative

Position Summary
The Surplus Lines Representative is responsible for handling semi-routine assignments related to surplus lines documentation, ensuring accuracy in filings, and supporting day-to-day operations. The role provides support to the Surplus Lines teams, stays informed about industry changes, and participates in customer outreach initiatives. They collaborate with branch offices, contribute to maintaining tax tables, and assist during internal and external audits.

What will your job entail?

Key Responsibilities

Surplus Lines Administration & Compliance

• Process and manage surplus lines documentation, filings, and related records in accordance with regulatory requirements and company procedures.
• Utilize online filing systems and technology platforms to retrieve, organize, submit, and maintain surplus lines documentation.
• Ensure surplus lines filings, taxes, and reporting activities are completed accurately and within required deadlines.
• Maintain surplus lines tax tables and assist with system testing, validation, and issue resolution to ensure data accuracy and reliability.
• Support compliance efforts by staying current on state surplus lines regulations, industry developments, and company policy changes.

Operations & Customer Service

• Partner with branch offices, underwriting teams, brokerage staff, and accounting departments to ensure transactions are processed accurately and efficiently.
• Serve as a primary point of contact between underwriting, brokerage, and operations teams to resolve questions and ensure timely account servicing.
• Respond to basic inquiries from brokers, clients, and internal partners regarding surplus lines coverage, documentation, filings, and regulatory requirements.
• Assist with the implementation, monitoring, and continuous improvement of account servicing processes and operational workflows.
• Communicate regulatory, procedural, or systems changes to appropriate stakeholders.

Audit & Reporting Support

• Assist with internal and external audits by gathering, organizing, and providing requested documentation.
• Ensure records are maintained in compliance with company standards and regulatory requirements.
• Support state billing verification activities and identify discrepancies when necessary.

Team Support & Development

• Provide day-to-day support to members of the Surplus Lines team and contribute to a collaborative work environment.
• Participate in training and professional development opportunities to expand knowledge of surplus lines insurance, compliance requirements, and industry best practices.
• Support customer outreach initiatives through the distribution of educational and regulatory materials to policyholders, agents, and brokers.

Qualifications

Education

• Bachelor's degree in Business Administration, Economics, Operations, or a related field preferred.
• Equivalent combination of education and relevant work experience will be considered.

Experience

• 1-2 years of experience in surplus lines insurance, insurance operations, compliance, brokerage operations, or a related business operations environment preferred.
• Experience working with insurance documentation, regulatory filings, and compliance requirements is a plus.

Licenses & Certifications

Required

• Ability to obtain and maintain applicable Property & Casualty (P&C) and/or Surplus Lines licenses as required by state regulations.

Preferred

• Associate in Surplus Lines Insurance (ASLI)
• Certified Insurance Service Representative (CISR)

Ryan Specialty is an Equal Opportunity Employer. We are committed to building and sustaining a diverse workforce throughout the organization. Our vision is an inclusive and equitable workplace where all employees are valued for and evaluated on their performance and contributions. Differences in race, creed, color, religious beliefs, physical or mental capabilities, gender identity or expression, sexual orientation, and many other characteristics bring together varied perspectives and add value to the service we provide our clients, trading partners, and communities. This policy extends to all aspects of our employment practices, including but not limited to, recruiting, hiring, discipline, firing, promoting, transferring, compensation, benefits, training, leaves of absence, and other terms, conditions, and benefits of employment.

How We Support Our Teammates

Ryan Specialty seeks to offer our employees a comprehensive and best-in-class benefits package that helps them - and thei