Description
About the Company
PCS is one of the largest high net worth managing general underwriters in the market today. With a sole focus on families with $5m or more in assets, PCS provides complex insurance policies for individuals with complex needs. Private Client Select offers property and casualty personal insurance solutions and risk management services that meet the unique and complex needs of High-Net-Worth clients. We understand their passions and are committed to preserving the life that they have built.
PCS employs approximately five hundred staff members. The company has offices in New York, NY; Edison, NJ; St. Petersburg, FL; Schaumburg, IL; and San Diego, CA. PCS has a geographically diverse workforce and supports hybrid and remote business-based flexibility. This role is considered hybrid; the expectation is two days' presence in the St. Petersburg, FL office or the Edison, NJ office.
About the Position
The E&S Compliance Specialist is responsible for the accurate preparation, reporting, and filing of surplus lines premium taxes, stamping fees, and regulatory reports in compliance with state requirements. This role ensures timely filings with state surplus lines offices and regulatory bodies while maintaining accurate records of transactions with non-admitted insurers. The E&S Compliance Specialist will report directly to PCS’ E&S Compliance Manager within the Legal & Compliance Team.
Key Responsibilities
- Data entry of surplus lines filings into various state websites.
- Prepare and file surplus lines tax reports and regulatory filings for multiple states.
- Reconcile premium and tax amounts with accounting records and broker systems.
- Submit filings and payments to state regulatory authorities and stamping offices.
- Monitor filing deadlines and ensure all reports are submitted on time.
- Research state-specific surplus lines tax rules and regulatory updates.
- Communicate with brokers, underwriters, and accounting teams to resolve discrepancies.
- Assist with internal and external audits related to surplus lines filings.
- Maintain documentation for compliance and regulatory review.
Required Skills, Knowledge, and Education
- Strong attention to detail and exceptional organizational skills.
- Proficiency in Excel.
- Experience in surplus lines tax filing, especially CA, NY, TX, and FL, is preferable.
- Ability to manage multiple deadlines and regulatory requirements across states.
- Applicants must be legally authorized to work in the United States and must not require employment-based visa sponsorship now or in the future.
Equal Employment Opportunity Policy
PCS values and is fully committed to diversity and inclusion. It is the policy of PCS not to discriminate against any applicant for employment, or any employee because of age, color, sex, disability, nation of origin, race, religion, sexual orientation, gender identity, or veteran status.
Skills Required
- Strong attention to detail and exceptional organizational skills
- Proficiency in Excel
- Experience in surplus lines tax filing
- Ability to manage multiple deadlines and regulatory requirements
What We Do
Private Client Select is a leading Managing General Agency (MGA) serving the High-Net-Worth personal lines insurance industry, offering specialized property and casualty insurance solutions and risk management services for individuals with complex assets and lifestyles.
