State Compliance Specialist

The James Allen Companies Inc Published: September 1, 2017
Job Type


The State Compliance Specialist prepares premium tax returns for a life insurance company licensed in 49 states and the District of Columbia, along with paying and tracking all assessments and fees due to these states. This position also includes surplus lines tax processing and other accounting and reporting tasks.


Superior written/verbal communication skills

Detail oriented
Strong organizational skills
Proficient in PC applications in Windows based products; Microsoft Office including Excel


Bachelor’s degree in Accounting/Finance or an equivalent combination of education and experience.
1-2 years’ experience in state compliance and filing preferred.
Knowledge of non-admitted excess & surplus lines business preferred.
Knowledge of insurance accounting is a plus.

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