Team Focus Insurance Group

Compensation

Full Description

Company Overview FOCUS provides cloud-based, core administration solutions (FOCUS Tech) and services (FOCUS Insurance Services) for P&C insurance companies and MGAs. Using decades of industry experience, FOCUS is taking the risk out of insurtech for small, mid-size, and growth-focused insurance organizations. When you join FOCUS, you immediately become one of our most valued components – and we’re committed to investing in you. That means you can look beyond the paycheck and excellent benefits to an environment that will help you grow and achieve your professional goals through development and advancement opportunities and the support of our outstanding leaders and teammates. Job Description Position Overview: We are seeking a Tax Filing Processor to join our remote team. The Tax Filing Processor plays a critical role in ensuring timely and accurate submission of all necessary tax filings related to Excess & Surplus Lines policies. This individual is responsible for verifying that required documentation complies with state-specific guidelines while maintaining attention to accuracy and compliance. This position supports the company's regulatory adherence efforts by handling filings on state websites or platforms like OPTins and processing tax payments. By performing these essential duties, the Tax Filing Processor contributes to the company's efficiency in meeting legal obligations and maintaining professional standards. Key Responsibilities: Manage the filing of Excess & Surplus Lines taxes in compliance with legal requirements. Verify that submitted forms align with each state's unique regulatory needs. Execute filings on state websites or through platforms such as OPTins. Handle policy stamping and tax payments, ensuring adherence to state-mandated guidelines. Qualifications: Associate’s degree in accounting, Finance, or related field, or equivalent professional experience. Surplus Lines license (preferred) Work Experience Minimum of 1-2 years’ experience in tax filing or a related field. Proven experience handling compliance-driven processes. Strong understanding of state tax regulations and Excess & Surplus Lines requirements. Proficient with electronic tax filing platforms, including OPTins. Detail-oriented with excellent organizational skills. Ability to prioritize tasks in a deadline-driven environment. Strong analytical and problem-solving skills. Strong communication skills for internal and external collaboration. Key Qualities Detail-Oriented & Accurate Premium taxes and state filings have strict requirements; small errors can be costly. Highly Organized Ability to track multiple jurisdictions, deadlines, and filings simultaneously. Compliance Mindset Understands and adheres to state-by-state rules, surplus lines tax requirements, and timelines. Deadline Driven Comfortable working under time pressure with recurring monthly/quarterly deadlines. Discreet & Ethical Handles sensitive financial data with confidentiality. Problem Solver Can identify discrepancies or missing information and resolve them quickly. Collaborative Communicator Works well with underwriting, finance, and external brokers to obtain and verify information. Core Skills Insurance Tax & Regulatory Knowledge Familiarity with surplus lines premium tax requirements, stamping offices, and state filing systems (e.g., SLIP, OPTins, ELANY, etc.). Accounting or Finance Fundamentals Understanding of general ledger, reconciliations, and premium tax accruals. Data Management & Reporting Comfort with Excel (pivot tables, VLOOKUP), databases, and carrier/broker reporting tools. Document Management Ability to prepare, submit, and store tax filings and supporting documentation properly. Systems Proficiency Experience with surplus lines filing platforms, carrier policy admin systems, or tax software. Analytical Skills Can reconcile premium reports vs. filings and identify anomalies. Written & Verbal Communication Draft clear correspondence to brokers, regulators, and internal stakeholders. Nice-to-Have / Differentiators Prior experience with multi-state E&S premium tax filings. Knowledge of stamping offices and their unique requirements (e.g., TXLSO, FLSO). Why join the FOCUS Team? The FOCUS Difference: Medical, Dental, Vision, Life, Pet; Flexible Spending Account Competitive Salaries 401K Match Work-Life Balance: Personal Days, PTO Days, 12 Paid Holidays, Two Paid Days for Volunteer Service, Paid Parental Leave Short and Long-Term Disability Employee Support Programs, Including Mental Health Tuition Reimbursement Matching Charitable Gift Program Lucrative Referral Program Commuter Benefits Flexibility: Remote and Hybrid Opportunities Available Why join the FOCUS Team? The FOCUS Difference: Medical, Dental, Vision, Life, Pet; Flexible Spending Account Competitive Salaries 401K Match Work-Life Balance: Personal Days, PTO Days, 12 Paid Holidays, Two Paid Days for Volunteer Service, Paid Parental Leave Short and Long-Term Disability Employee Support Programs, Including Mental Health Tuition Reimbursement Matching Charitable Gift Program Lucrative Referral Program Commuter Benefits Flexibility: Remote and Hybrid Opportunities Available This position is not able to be performed in California, Colorado, New York or Washington. EEO Team Focus Insurance Group is an equal opportunity employer that does not discriminate on the basis of race, color, religion, sex (including pregnancy, sexual orientation, and gender identity), national origin, age, disability, veteran status, marital status, or any other protected characteristic. Our hiring practices ensure that all qualified applicants receive fair consideration without regard to these characteristics. Disability Team Focus Insurance Group is committed to creating an inclusive and accessible workplace for all candidates, including those with disabilities. We are dedicated to ensuring equal employment opportunities and providing reasonable accommodations to qualified individuals with disabilities. If you require reasonable accommodations to participate in the application or interview process, please contact our HR department at hrinfo@peak6insurtech.com. We will work with you to provide the necessary accommodations to ensure your full participation in our hiring process. Note to applicant: It is unlawful in Massachusetts and Maryland to require or administer a lie detector test as a condition of employment or continued employment. Please know that our company does not use lie detector tests in our hiring process. We’re a leader in the space. We foster ongoing innovation. You get all the benefits of a growing and fast-paced company, while enjoying a very entrepreneurial culture. The team is really motivating. You’ll work with people who are as energetic, smart, and determined as you are. You’ll be managed by the best, too. Your work will be immediately impactful. You’ll be able to see your direct impact on our growth. You won’t be just another cog in the wheel. We embrace change. This is not where you'll find ‘predictable’. Our team wears many hats and has to go with the flow to deliver on our goals and get the job done. We are a team of collaborators. We work together to ensure the best possible solutions for our internal teams. It is common for us to get outside our swim lanes. Our environment provides continuous learning. Team members often have to branch out of their comfort zone. Taking ownership is an opportunity and we believe failures might lead to a better solution. Consisting of a team of talented, experienced, and trusted professionals that have been serving the property and casualty insurance industry for more than 75 years, Team Focus Insurance Group has a history of financial stability, growth through innovation, and constant progress. When you join Team Focus, you immediately become one of our most valued components. That means you can look past the paycheck and excellent benefits to an environment that will help you grow and accomplish your professional goals and objectives through teamwork. Our “3L” philosophy is designed to help all our team members: Learn something new every day; Laugh every day; and Love what you do and who you do it with. This philosophy makes for stronger individuals and, in turn, a stronger team. It also makes certain that Team Focus can deliver on a collaborative vision of being the best we can be for our customers, our partners, and our people. If you have an interest in joining a true team, one in which individual members thrive and build on the success of the whole, it’s time for us to talk.