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 an AVP, Surplus Lines. Helping customers and a service mindset are at the core of SageSure’s Policy Services team. As part of this growing team, you’ll experience a fast-paced environment that requires dynamic involvement and provides accelerated learning. 

In this role, you will ensure all surplus lines placements comply with industry standards, regulations, and laws. You’ll review taxes on non-admitted business, oversee the implementation of new and existing state statutes and regulations related to the excess and surplus lines market, and assess operational practices to create and enforce compliance plans. You will also lead regulatory risk management efforts to ensure SageSure maintains full compliance across jurisdictions.

Primary Responsibilities:

• Oversee the preparation of materials and information required in response to internal and external regulatory audits, data calls, examinations, and surveys and assist in drafting responsive communications to the requesting parties or regulatory authorities.
• Ensures regular reporting of all surplus lines tax reports on a monthly, quarterly, semi-annual, and annual basis; involves running of reports and verification of data to ensure accuracy of information making sure submitted information meets all filing deadlines.
• Oversee the team which reconciles and corrects discrepancies between the tax report and tax documentation received, including working with accounting teams and production teams to resolve errors.
• Work at the direction of the AVP Legal Counsel and AVP Product Compliance to design, implement, and enforce compliance strategy, policies and programs that are effective in preventing violations of statutes, regulations, and company policies.
• Assist in responding to filing objections, communicate with the DOI and participate in meetings with them to help negotiate and secure approvals of filings within established timeframes.
• Training internal team on surplus lines procedures, processes, and updating internal systems and reporting databases. Serve as a subject matter expert on surplus lines, especially as expanded markets are introduced
• Ensure positive producer experiences and process is easy while ensuring training and education for compliance with relative to all regulatory requirements for non-admitted surplus lines insurance placement
• Development and maintenance of documented processes and procedures, and the associated testing of compliance all procedures.
• Partner with operations and other key stakeholders to create workflow improvements related to surplus lines to drive efficiencies that improve SageSure’s strategy and business objectives.

We’re looking for someone who has:

• 10+ years’ experience in property & casualty insurance including at least 5 years in leadership capacity preferred
• Resident state property/casualty and surplus lines licenses
• Surplus lines tax filing experience
• Outstanding written and verbal communication skills.
• Ability to manage multiple projects simultaneously, meeting deadlines, and delivering results while maintaining high-quality standards.
• 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.

Highly preferred candidates also have:

• At least 3-5 years in surplus lines brokerage
• Experience in insurance regulatory compliance

About the Policy Services Team 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.