Surplus Lines Tax AssociateWaunakee, WI

Position Summary

​Surplus line taxes are a conglomerate of legal, accounting, and public relations knowledge. There are several duties a Surplus Lines Tax Associate must perform to succeed in their role. The Surplus Lines Tax Associate position involves:

  • Reconciliation of surplus lines tax transactions

  • Knowledge of required documents needed for filing and client records

  • Work with diverse personalities and build relationships with producers, account managers, state insurance regulators, and stamping offices

  • Work with regional licensing team


  • Provide assistance to producers and account managers regarding tax rates, affidavits, and home state designation

  • Submit required documents to states to facilitate timely filings

  • Coordinate payment of taxes and related fees

  • Assist in the development and maintenance of surplus lines processes and procedures

  • Assist in reading and interpreting state surplus lines related administrative code


  • Two years’ work experience in the insurance industry is preferred

  • Experience with Applied Systems (EPIC) is preferred

  • Strong problem solving abilities

  • Strong desire to learn and foster a community of compliance

  • Ability to compile, organize, and analyze data

  • Ability to understand and apply rules, regulation policy and procedures

  • Ability to plan, organize and coordinate work activities independently

  • Excellent communication and interpersonal skills

  • Strong attention to detail

About HUB International

HUB International is a top 5 global insurance broker providing a broad array of property, casualty, risk management, life and health, employee benefits, investment and wealth management products and services. HUB has more than 500 offices across the United States, Canada and Puerto Rico with more than 18,000 employees. Our regional offices throughout North America are dedicated to helping individuals and businesses evaluate and manage their risks and insurance needs. We are a company dedicated to superior customer service with employees committed to adding value to every client activity.

Why Choose HUB?

Throughout our network of more than 500 HUB offices in North America, we offer a competitive, exciting and friendly work environment that strategically positions our employees for longevity and success. At HUB, we believe in investing in the future of our employees, and provide continuous opportunities for growth and development. Our entrepreneurial culture fosters an environment that empowers our people to make the best decisions for our customers and organization, focusing on expanding the industry knowledge of our insurance professionals to better serve our valued clients. We are committed to providing you with competitive and flexible benefits options that are rooted in your current needs, yet evolves as your needs change over time. Join us in taking the first step toward creating a future that combines a diverse, challenging work environment with financial security and career satisfaction.


Department Business Operations

Required Experience: 1-2 years of relevant experience

Required Travel: No Travel Required

Required Education: High school or equivalent

HUB International Limited is an equal opportunity and affirmative action employer that does not discriminate on the basis of race/ethnicity, national origin, religion, age, color, sex, sexual orientation, gender identity, disability or veteran's status, or any other characteristic protected by local, state or federal laws, rules or regulations. The EEO is the Law poster and its supplement is available here at

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Hi, we’re HUB.

In a rapidly changing world, we advise businesses and individuals on how to prepare for the unexpected.

When you partner with us, you're at the center of a vast network of experts who will help you reach your goals through risk services, claims management, and compliance support.

And this gives you the peace of mind that what matters most to you will be protected — through unrelenting advocacy and tailored insurance solutions that put you in control.

About HUB International

Headquartered in Chicago, Illinois, HUB International Limited (HUB) is a leading full-service global insurance broker providing property and casualty, life and health, employee benefits, investment and risk management products and services. From offices located throughout North America, HUB’s vast network of specialists provides peace of mind on what matters most by protecting clients through unrelenting advocacy and tailored insurance solutions. For more information, please visit