Note: The job is a remote job and is open to candidates in USA. Embroker is a technology-driven company focused on simplifying commercial insurance for businesses. The Surplus Lines Processor will be responsible for ensuring the accurate and timely filing of surplus lines documentation and working with compliance and finance teams to support regulatory obligations.
Responsibilities
- Complete the timely and accurate filing of approximately 5,500 surplus lines policies and endorsements annually across all 50 states and Washington, D.C., including completing “$0 dollar” filings as needed
- Review policy data for accuracy prior to filing, coordinating corrections with internal support as needed
- Coordinate the collection and tracking of required surplus lines documentation, including signatures and stamped forms
- Review and resolve filing questions, discrepancies, tags, or other regulatory inquiries associated with filings, coordinating with internal stakeholders as necessary
- Prepare and deliver required reports and supporting information for review by Finance and Compliance teams in spreadsheet and analysis softwares
- Maintain organized case queues and updates case records to ensure clear communication, documentation, and transparency
- Process and confirm receipt of surplus lines and related tax payments in cooperation with Finance
- Provide data and documentation support for audits, regulatory requests, and internal reviews as needed
- Performs other duties as assigned
Skills
- A high school diploma or equivalent required
- Multi-state surplus lines filing experience or equivalent combination of education and experience
- Working knowledge of surplus lines insurance, commercial insurance policy types and surplus lines regulations or willingness to learn
- General understanding of states' surplus lines filing systems (e.g., proprietary state systems, SLIP and multi-state SLIP+, Optins, InsCipher, and ELANY)
- Proven ability to prioritize and manage work independently
- Demonstrated critical thinking skills with the ability to recognize and correct incorrect information, and escalate as needed
- Proficiency with Google Workspace, Microsoft Office - specifically Sheets/Excel
- Excellent verbal and written communication skills
- Prolonged periods of time sitting at a desk and working on a computer
- Ability to work cross-culturally on a global team
- Ability to perform effectively in a remote work environment
Benefits
- Medical - 5 plans to choose from including one with an employer funded HSA
- Dental - Employer pays 100% of employee premium
- Vision - Employer pays 100% of employee premium
- Life and AD&D - Employer provided as well as additional voluntary
- Short and Long Term Disability - Employer provided
- Flexible Spending Accounts - Medical and Childcare
- Accident
- Critical Illness
- Employee Assistance Program - Including dependents
- Pet Insurance
- 401(k) with Employer Match
- Unlimited Flexible Time Off (Vacation)
- Sick Time
- 12-Weeks Paid Parental Leave
- Work from Home Office Set-up Stipend
- Paid Subscription for Wellable Wellness
- Stock options
Company Overview
Embroker helps growing businesses save time and find the best value on the right coverage. It was founded in 2015, and is headquartered in San Francisco, California, USA, with a workforce of 51-200 employees. Its website is https://www.embroker.com/.Company H1B Sponsorship
Embroker has a track record of offering H1B sponsorships, with 2 in 2025, 1 in 2024, 2 in 2022, 1 in 2020. Please note that this does not guarantee sponsorship for this specific role.
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