Account Coordinator in Kansas City, MO at CBIZ

Date Posted: 11/17/2020

Job Snapshot

Job Description

With over 100 offices and nearly 5,000 associates throughout the U.S. CBIZ (NYSE: CBZ) delivers top-level financial and employee business services to organizations of all sizes, as well as individual clients, by providing national-caliber expertise combined with highly personalized service delivered at the local level.  

CBIZ has been honored to be the recipient of several national recognitions:  

  • 2020 Best Workplaces in Consulting & Professional Services by Great Place to Work®  
  • 2019 America’s Best Mid-Size Employers by Forbes 
  • 2019 Workplace Excellence Seal of Approval by the Alliance for Workplace Excellence 
  • Top 101 highest scoring companies in the country for Best and Brightest Companies to Work For in the Nation by the National Association for Business Resources  

Essential Functions and Primary Duties: 

  • Timely and accurate completion of state regulatory surplus lines tax filings
  • Be responsible for multi-state surplus lines state tax returns and licensing compliance using approved state forms and creates corresponding check request for payment of surplus lines tax
  • Reconciles state filings with open payable report prior to submitting check requests
  • Conducts compliance and quality review on documents associated with a surplus lines tax filing. If documents are not correct, coordinates with the CBIZ business locations to make appropriate corrections to ensure timely filings
  • Maintains open lines of communication with CBIZ business locations regarding surplus lines taxes
  • Communicates with state insurance departments to ensure proper statutory compliance with applicable surplus lines laws and codes
  • Assists CBIZ Legal Division and associates with researching and interpreting state regulations pertaining to surplus lines tax filings and other insurance licensing related matters
  • Proved ability to independently investigate, research, and resolve issues
  • Work closely with CBIZ Licensing Coordinators to ensure individuals are properly licensed to transact surplus lines business
  • Utilization of on-line systems to retrieve and deliver reports and documentation
  • Perform all other duties as assigned

Preferred Requirements:

  • Working knowledge of commercial property/casualty coverage and/or insurance licensing 
  • Demonstrate ability to manage multiple priorities, deliver timely and accurate work products with customer service focus and respond with sense of urgency as required
  • Possess an exceptional attention to detail
  • An aptitude for mathematical calculations including multiplication, division and percentages
  • Demonstrated understanding of when to proceed alone and when to involve the Manager or other Associates
  • Strong Excel experience
  • Obtain SILA certification within one year 

Minimum Requirements:

  • High School diploma or GED
  • Bachelor’s Degree or two years of experience on a specialized subject matter 
  • Must maintain current required licenses and certifications relevant to field of expertise
  • Demonstrates the ability to communicate verbally and in writing throughout all levels of organization, both internally and externally
  • Effective customer service skills
  • Proficient use of applicable technology (Microsoft Excel, Word and Outlook)
  • Ability to work in a team environment as well as independently
  • Ability to analyze and prioritize multiple responsibilities


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