Excess & Surplus Manager

Posted 15 Days Ago
Be an Early Applicant
Dayton, OH, USA
In-Office
85K-85K Annually
Mid level
Insurance
The Role
Manage surplus lines workflows, ensure timely tax filings, support compliance, maintain documentation, and monitor state regulations while coordinating cross-functionally.
Summary Generated by Built In

Authentic helps insurance brokers create better insurance products for their clients. We provide the technology platform and behind-the-scenes support that lets brokers build custom insurance solutions for specific industries or customer groups. Think of us as the operating system that powers these specialized insurance offerings. For brokers, this means they can offer unique products their competitors don't have, earn more money, and spend less time on paperwork and administrative tasks. We handle the complex (technology, compliance, and partnerships with highly-rated insurance carriers), so they can focus on serving their customers and growing their business.

Responsibilities

  • Manage and coordinate surplus lines workflows end-to-end across state filings, tax and stamping-fee billing incorporation, transaction tracking, and system upload
  • Own the accuracy and timeliness of surplus lines tax filings, affidavit and diligent effort documentation, and supporting reporting across all states we write in
  • Work alongside the Operations team to build compliance into our product
  • Support surplus lines processes across the full policy lifecycle: new business, renewals, cancellations, endorsements, and reinstatements
  • Maintain internal state-by-state surplus lines reference documentation (eligibility, filing requirements, tax rates, stamping office processes) and keep it current as regulations change
  • Monitor changes in state surplus lines laws, stamping office requirements, and broker licensing rules; communicate impact to Operations, Underwriting, and leadership
  • Maintain surplus lines broker licenses by state and ensure documentation is current
  • Identify process improvements and automation opportunities, and work cross functionally

Experience

  • 3+ years of surplus lines, regulatory, or insurance compliance experience
  • Direct experience with state surplus lines tax filings, affidavits, and diligent effort documentation
  • Strong understanding of the surplus lines policy lifecycle (new business, renewals, endorsements, cancellations) and how each transaction type flows through tax and reporting
  • Property and casualty insurance experience
  • Strong attention to detail and ability to manage a high volume of transactions without sacrificing accuracy
  • Strong written communication; able to coordinate cleanly across Operations, Underwriting, Engineering, legal, and external regulators
  • Bachelor's degree or equivalent experience

Starting salary

$85,000

Our (FTE) benefits

  • Competitive salary, equity, and role trajectory
  • Comprehensive health benefits for you and your family
  • 401(k) plan with company match
  • Unlimited PTO
  • Paid parental leave

About Authentic

Authentic builds the infrastructure that program insurance runs on. We partner with leading brokerages to design and manage custom insurance programs, backed by A and A- rated carriers operating nationwide. Brokers bring the data and distribution. We bring everything else: the technology, the capacity, and the underwriting expertise to stand up specialized programs at speed and build them to last.  We’re a Series A company backed by top investors, including FirstMark Capital, Zigg Capital, Slow Ventures, Clocktower, Commerce Ventures, and Altai. We’ve grown over 15x in the past year with a massive market opportunity ahead.


Authentic is committed to building an inclusive working environment regardless of gender, sexual orientation, religion, ethnicity, race, education, age, or other personal characteristics. We believe that people do their best work when they can be themselves, and different perspectives and experiences make us stronger as a team. We’re proud of the supportive and inclusive workplace we're building together and are always working to make it even better.

Skills Required

  • 3+ years of surplus lines, regulatory, or insurance compliance experience
  • Direct experience with state surplus lines tax filings
  • Strong understanding of the surplus lines policy lifecycle
  • Property and casualty insurance experience
  • Bachelor's degree or equivalent experience
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The Company
HQ: New York City, New York
24 Employees

What We Do

We empower community leaders (associations, SaaS companies, affinity groups, etc.) to launch captive insurance programs. Learn more about Authentic and captive insurance on our website! Insurance was a simple structure for communities to pool assets for a rainy day. At Authentic, we’re returning insurance to these roots. Modern communities exist outside of geographic boundaries; our platform uses technology to restore the simplicity of insurance.

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