Tax Support Specialist I

Location Name AZ, Scottsdale - 7233 E Butherus Drive
Date Posted
2 months ago(1/26/2023 1:02 PM)
Berkley Aspire
Primary Location

Company Details




Berkley Aspire is an operating unit of the W.R. Berkley Corporation (NYSE – WRB), a Fortune 500 global insurer founded in 1967.


Aspire underwrites excess & surplus lines solutions across the United States for hard-to-place commercial risks. Our direct to retail distribution strategy is unique, and we offer are general liability (primary and excess), property, and inland marine coverage. Verticals we specialize in include construction/contractors, habitational/real estate risks, hospitality, and manufacturing/products liability.


At Aspire we strive to make surplus lines insurance easy to understand and easy to navigate. We think big. We lean in and listen. We work hard. We are open to new ideas. We experiment and innovate. We take care of our customers and support our teammates. And, if we do it right and stay true to our core principles, then we deliver profitable growth on a consistent basis.


We are an organization dedicated to an employee-centric company culture and a positively disruptive business model.

By thinking outside the box, we are making insurance a little more exciting and a little more fun.


We are always looking to add talented, motivated, creative people to our team, so please reach out if you are interested in learning more about us.


For June 2023


Berkley Aspire is seeking a Tax Support Specialist to join our operations team!  This is a great opportunity to get into the P&C insurance field.


In this role, you will:


  • Research, correct, provide phone assistance and correspond with agents, policy holders, and mortgage companies regarding issues with billing, payment processing, installments, cancellation notices, audits, commissions, or refunds on a daily basis
  • Coordinate with Underwriting and/or Agents regarding policy rewrites, receipt of monies for reinstatement and cancellations, and payment options
  • Review, process, and mail notices, acknowledgements, monthly agent account statements and other correspondence
  • Monitor email accounts and respond in a timely and professional manner to email inquiries and communications
  • Prepare all daily cash deposits
  • Maintain and monitor disbursements in the surplus lines tax account for timely funding of the account.
  • File and report surplus lines taxes for all jurisdictions
  • Resolve any conflicts in surplus lines tax
  • Assist with preparation for any audits relative to surplus lines tax
  • Provide support to all interdepartmental personnel as requested or assigned
  • Complete special projects assigned by management


  • Strong customer service proficiency
  • Well organized
  • Ability to work independently
  • Ability to understand priorities and meet deadlines
  • Good oral and written communication skills are essential
  • Strong attention to detail
  • Proficiency in Microsoft Office suite of applications (Word, Excel, etc.)
  • Strong results orientation, focusing on outcomes, delivering on commitment and deadlines and executing relentlessly.
  • Customer focus, continually responding with a sense of urgency
  • Entrepreneurial qualities, such as trying innovative solutions, resiliency to change and recognizing what is most important to get done
  • Teamwork, providing and welcoming open, honest, respectful and constructive feedback and jumping in to get the work done, even when not asked
  • Accuracy and thoroughness, completing tasks with minimal mistakes
  • Technical Proficiency, ability to learn and apply new skills
  • Productivity, find efficient ways to increase the number of transactions handled
  • High School education or equivalent and one to two years of insurance experience preferred.
  • Excess and Surplus Lines background is preferred but not required.

Additional Company Details

The Company is an equal employment opportunity employer.

We do not accept any unsolicited resumes from external recruiting agencies or firms.

The company offers a competitive compensation plan and robust benefits package for full time regular employees.

The actual salary for this position will be determined by a number of factors, including the scope, complexity and location of the role; the skills, education, training, credentials and experience of the candidate; and other conditions of employment.


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