Job Description

Brown & Brown is seeking an Operations Assistant to join our growing teams in Greensboro, NC and St. Pete, FL!

The Operations Assistant supports the surplus lines tax team and is responsible for reviewing, evaluating, preparing and filing state tax filing submissions, ensuring all documentation and statutory compliance requirements have been met.

How You Will Contribute:

• Evaluate management reports to ensure that all offices have submitted the required filing documentation. Follow up with all offices as necessary to secure complete and timely submissions.
• Review and prepare all office tax filing submissions; ensure necessary documentation has been submitted; verify appropriate invoicing and taxing amounts; ensure compliance with all state requirements.
• Process tax filings for assigned states in a timely and accurate manner.
• As assigned, handle any discrepancies (i.e. tags) identified by state filing authorities, ensuring timely resolution.
• Handle any SL tax discrepancies identified by Accounting Leaders, Corporate Accounting Department, etc., ensuring timely resolution.
• Review state and industry publications, monitor state websites and coordinate with Lead & offices to ensure that all tax filing information, processes and forms are kept current.
• Assist Lead in managing Tax and Affidavit Information link (for all states) on Intranet; assist in maintaining all relevant tax and filing information using software tools such as Word, Adobe and Excel.
• Submit current/updated tax information to the Lead for the monthly tax newsletter; communicate to all pertinent office staff regarding updates or changes to tax and filing compliance issues affecting their states.
• Establish and maintain appropriate documentation for all state filing, ensuring the information is complete, accurate and current.
• Performs analysis or research as assigned by Leaders to assist with internal or state auditors.
• At the direction of Lead, develop and maintain procedures and materials in support of the department’s mission(s).

Skills & Experience to Be Successful:

• Minimum High School diploma required.
• Some college education
• Proficient with computers & MS Office Suite
• Exceptional telephone demeanor
• Ability to maintain a high level of confidentiality.
• 1 – 3 years’ experience in insurance field
• 1 – 3 years’ experience in surplus lines insurance/taxes (Preferred)

​ Pay Range

• $20.00 hourly

Teammate Benefits & Total Well-Being

We go beyond standard benefits, focusing on the total well-being of our teammates, including:

• Health Benefits : Medical/Rx, Dental, Vision, Life Insurance, Disability Insurance
• Financial Benefits : ESPP; 401k; Student Loan Assistance; Tuition Reimbursement
• Mental Health & Wellness : Free Mental Health & Enhanced Advocacy Services
• Beyond Benefits : Paid Time Off, Holidays, Preferred Partner Discounts and more.

Not reflective of all benefits. Enrollment waiting periods or eligibility criteria may apply to certain benefits. Benefit details and offerings may vary for subsidiary entities or in specific geographic locations.

The Power To Be Yourself

As an Equal Opportunity Employer, we are committed to fostering an inclusive environment comprised of people from all backgrounds, with a variety of experiences and perspectives, guided by our Diversity, Inclusion & Belonging (DIB) motto, “The Power to Be Yourself”.

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