AVP, Surplus Lines

Overview

If you're looking for the stability of a profitable, growing company with the entrepreneurial spirit of a startup, Sage Sure, a leader in catastrophe‑exposed property insurance, is seeking an AVP, Surplus Lines.

Helping customers and a service mindset are at the core of Sage Sure’s Policy Services team. As part of this growing team, you’ll experience a fast‑paced environment that requires dynamic involvement and provides accelerated learning. In this role, you will ensure all surplus lines placements comply with industry standards, regulations, and laws. You’ll review taxes on non‑admitted business, oversee the implementation of new and existing state statutes and regulations related to the excess and surplus lines market, and assess operational practices to create and enforce compliance plans.

You will also lead regulatory risk management efforts to ensure Sage Sure maintains full compliance across jurisdictions.

• Oversee the preparation of materials and information required in response to internal and external regulatory audits, data calls, examinations, and surveys and assist in drafting responsive communications to the requesting parties or regulatory authorities.
• Ensure regular reporting of all surplus lines tax reports on a monthly, quarterly, semi‑annual, and annual basis; run reports and verify data to ensure accuracy and meet all filing deadlines.
• Oversee the team which reconciles and corrects discrepancies between the tax report and tax documentation received, working with accounting and production teams to resolve errors.
• Work at the direction of the AVP Legal Counsel and AVP Product Compliance to design, implement, and enforce compliance strategy, policies and programs that prevent violations of statutes, regulations and company policies.
• Assist in responding to filing objections, communicate with the DOI and participate in meetings to help negotiate and secure approvals of filings within established time frames.
• Train internal team on surplus lines procedures, processes, and update internal systems and reporting databases. Serve as a subject matter expert on surplus lines, especially as expanded markets are introduced.
• Ensure positive producer experiences and an easy process while providing training and education for compliance with all regulatory requirements for non‑admitted surplus lines insurance placement.
• Develop and maintain documented processes and procedures, and test all procedures for compliance.
• Partner with operations and other stakeholders to create workflow improvements related to surplus lines to drive efficiencies that support Sage Sure’s strategy and business objectives.

• 10+ years’ experience in property & casualty insurance including at least 5 years in a leadership capacity preferred.
• Resident state property/casualty and surplus lines licenses.
• Surplus lines tax filing experience.
• Outstanding written and verbal communication skills.
• Ability to manage multiple projects simultaneously, meet deadlines and deliver results while maintaining high‑quality standards.
• Exceptional problem‑solving and process‑design skills, with emphasis on customer experience.
• Strong MS Excel skills/experience.

• At least 3‑5 years in surplus lines brokerage.
• Experience in insurance regulatory compliance.

Our Policy Services team is the voice of Sage Sure—having frequent connections with our customers. Serving the customer is fulfilling and a great way to learn about the insurance industry. Policy Services roles have career progression paths built‑in, and with all the industry knowledge you’ve gained, you’ll be primed for advancement within the department or across the company. The nature of the work requires constant interfacing with other teams, including underwriting, sales and marketing.

Named among the Best Places to Work in Insurance by Business Insurance for four years in a row (2020‑2023), Sage Sure is one of the largest managing general underwriters (MGU) focused on catastrophe‑exposed markets in the US. Since its founding in 2009, Sage Sure has experienced exceptional growth…