SageSureSA

Surplus Line Specialist

Our mission is to protect your most valuable assets. Every product we offer is specially designed for areas of the country where it’s challenging to find dependable, competitively priced insurance. We’re committed to providing innovative solutions and first-class service.

SageSure

Employee count: 201-500

United States only

Overview:

If you're looking for the stability of a profitable, growing company with the entrepreneurial spirit of a startup, we’re hiring. SageSure, a leader in catastrophe-exposed property insurance, is seeking a Surplus Lines Specialist.SageSure is seeking an experienced insurance professional to ensure that excess and surplus lines processes are working as expected and that state tax filings are accurate and timely. An excellent candidate will have insurance experience, preferably with excess and surplus lines, detailed oriented, process management focused, and thrive working in a fast-paced environment.

If you are an effective communicator, organized, self-directed, reliable and results-oriented, we’d like to meet you!

This position will be onsite-flexible out of our Houston, TX or Tallahassee, FL office.

What you’d be doing:

  • Ensuring surplus lines tax transactions and filings are accurate for all states and processed within the deadlines set by those states.
  • Researching, monitoring, and implementing any changes required to ensure compliance with each state’s surplus lines requirements.
  • Auditing surplus lines transactions, documents, and filings.
  • Track and communicate key deliverable dates and provide weekly management reports.
  • Ensure adherence to company policies, established procedures, etc.
  • Consistently meeting established productivity, schedule adherence, and quality standards.
  • Performing other related duties and projects as assigned.

We’re looking for someone who has:

  • 3+ years’ experience in Surplus Lines filing insurance or equivalent experience.
  • Outstanding written and verbal communication skills.
  • Exceptional problem solving and process design skills, with emphasis on customer experience.
  • Ability to remain focused with multiple, competing deadlines.
  • Strong MS Excel skills/experience.
  • May require quarterly travel to one of SageSure’s offices for team collaboration.

Highly preferred candidates also have:

  • A bachelor’s degree
  • Surplus lines tax filing experience

About the Policy Services Team at SageSure:

Helping customers and a service mindset are at the core of SageSure’s Policy Services team approach. Policy Services roles are directly responsible for building the brand, and we take that very seriously at SageSure. Our Policy Services team is the voice of SageSure—having frequent connections with our customers. Serving the customer is fulfilling and a great way to learn about the insurance industry. Policy Services roles have career progression paths built-in, and with all the industry knowledge you’ve gained, you’ll be primed for advancement within the department or across the company. The nature of the work requires constant interfacing with other teams, including underwriting, sales and marketing. As a part of this growing team, you’ll experience a fast-paced environment that requires dynamic involvement and provides accelerated learning.

About SageSure:

Named among the Best Places to Work in Insurance by Business Insurance for four years in a row (2020-2023), SageSure is one of the largest managing general underwriters (MGU) focused on catastrophe-exposed markets in the US. Since its founding in 2009, SageSure has experienced exceptional growth while generating underwriting profits for carrier partners through hurricanes, wildfires, and hail. Available in 16 states, SageSure offers more than 50 competitively priced home, flood, earthquake, and commercial products on behalf of its highly rated carrier partners. Today, SageSure manages more than $1.9 billion of inforce premium and helps protect 640,000 policyholders.

SageSure has more than 1000 employees working remotely or in-office across nine offices: Cheshire, Connecticut; Chicago, Illinois; Cincinnati, Ohio; Houston, Texas; Jersey City, New Jersey; Mountain View, California; Marlton, New Jersey; Tallahassee, Florida; and Seattle, Washington.

SageSure offers generous health benefits and perks, including tuition reimbursement, wellness allowance, paid volunteer time off, a matching 401K plan, and more.

SageSure is a proud Equal Opportunity Employer committed to building a workforce that reflects the spectrum of perspectives, experiences, and abilities of the world we live in. We recognize that our differences make us strong, and we actively seek out diverse candidates through partnerships with organizations, institutions and communities that represent various backgrounds. We champion belonging and inclusion for all identities, including, but not limited to, race, ethnicity, religion, sexual orientation, age, veteran status, ability status, gender, and country of origin, striving to create a culture where all individuals feel valued, respected, and empowered to bring their authentic selves to work.

Our nimble, highly responsive culture nurtures critical thinkers who run toward problems and engineer solutions. We relentlessly pursue better outcomes by investing in the technology, talent, and tools that position us to succeed in demanding markets. Come join our team! Visit sagesure.com/careers to find a position for you.

About the job

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Posted on

Job type

Full Time

Experience level

Mid-level

Location requirements

Hiring timezones

United States +/- 0 hours

About SageSure

Learn more about SageSure and their company culture.

View company profile

SageSure has the passion and drive of an insurtech startup with the experience and stability of an insurance company. We’re always growing and looking for talented, motivated people who want to help shape the future of the insurance industry.

SageSure named among Best Places to Work in Insurance for three years in a row!

We have a unique culture where employees truly live our company values, which really sets SageSure apart. Not to mention, we’ve been named among the Best Places to Work in Insurance for three years in a row!

As a Business Insurance Best Places to Work in Insurance recipient in 2020, 2021 and 2022, we were honored for outstanding performance in establishing workplaces where employees can thrive, enjoy their work and help their companies grow. Come join our team!

At SageSure, we’re pioneers who deliver innovative insurance products and technology solutions in places others won’t, daring to solve the challenges underserved markets face. The reward? Endless opportunities to learn and grow—all while sharing in the financial success of our organization.​

But that’s not all. The best part is that we get to do it among friends. Our team is more than a group of risk-takers, fast learners and experts; we’re also supportive, collaborative and determined. We welcome diversity of perspective, experience and background. It’s not just our culture; it’s in our DNA…it’s who we are and who we’ve always been.​

Shaping the future of an industry is no small task, but with a team like ours, there’s no task too big!

  • Who we are: We’re a dynamic and enthusiastic group of professionals who embrace the power of data and technology to develop, deliver and service outstanding insurance products for homeowners and small business owners in coastal states. Knowing that we are protecting these families’ American Dreams keeps us focused and motivated.

  • What makes us different: We specialize in providing insurance products and technology solutions in coastal states—areas where most insurance providers won’t. We don’t just accept business in challenged markets—we’re built for it. We’re growing fast, we’re nimble and we’re tech-driven. Across all our teams we approach decision-making and strategy with an analytical mindset for precise and effective results.

  • A culture like no other: We’ve built a culture of innovation, initiative and drive. Oh, and also fun. We take our work seriously, innovating ways to serve homeowners in catastrophe-prone areas. We take our team seriously, too, investing in large and small things that make your time on the job better and more fulfilling —like cultivating an environment of diversity, equity and inclusion—where everyone is welcome.

Employee benefits

Learn about the employee benefits and perks provided at SageSure.

View benefits

Disability insurance

Short-term and long-term disability.

Wellness benefits

We have a gym reimbursement program.

Profit sharing bonus program

We have a profit sharing bonus program.

Volunteer opportunities

8 hours of volunteer time off per year.

View SageSure's employee benefits
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SageSure

Company size

201-500 employees

Founded in

2006

Chief executive officer

Terry McLean

Employees live in

View company profile

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