Tom Hozie
Stilwell,KS
Summary
An energetic, adaptable, professional with excellent attention to detail, ability to multitask, and meet strict deadlines. Capable of remaining focused in fast paced environments through utilizing strong planning and organization skills.
Overview
20
20
years of professional experience
Work History
Surplus Lines Tax Coordinator
Ryan Specialty
04.2022 - 07.2024
- Managed all aspects of surplus lines tax filings for multiple states, ensuring compliance with regulatory requirements and deadlines
- Conducted thorough research and analysis of state surplus lines tax laws to ensure accuracy and minimize risk of penalties
- Developed and maintained relationships with state insurance departments to ensure smooth communication and resolution of any tax-related issues
- Streamlined surplus lines tax processes and procedures to increase efficiency and accuracy of filings
- Collaborated with internal teams, such as underwriting and finance, to ensure proper documentation and reporting for surplus lines tax purposes
Surplus Lines Compliance Specialist
AIG
05.2018 - 04.2022
- Responsible for the coordination, quality checking, and revision of Excess and Surplus Lines policy documents submitted from Brokers and Underwriters.
- Ensured documents met state regulations and compliance guidelines for the entire country.
- Processed required documentation, including surplus lines disclosures, diligent efforts, affidavits, and any additional policy forms specific to each state using agency database.
- Assisted in the creation of a tracking database to manage the flow of new assignments while at the same time bringing to date a significant amount of backlog items.
Surplus Lines Specialist
Lockton Companies
06.2017 - 04.2018
- Coordinated and processed surplus lines tax filings utilizing in house databases and state specific filing systems.
- Reviewed all documents prior to filing and coordinated with the proper associates to conduct any necessary corrections, ensuring all filing and transactions adhered with state laws governing surplus lines tax.
- Maintained the surplus lines tax database with tax filings, underwriting documents, and any supporting documents for processing and tracking purposes.
Business Analyst (Fraud)
Sprint
02.2004 - 01.2016
- Subject Matter Expert for the Third Part Dealer onboarding team, achieving 98% PRE-SLA delivery rate and 100% SLA rate.
- Lead member of the Access Offboarding team. Implemented process improvements reducing offboarding time from 5 days to 24 hours.
- Managed and maintained team databases for tracking purposes.
- Point of contact for Third Part Dealers system access, providing guidance and training.
Skills
- Excellent written and verbal communication
- Detail oriented
- Process improvement
- Relationship building
- Microsoft Office Suite
Timeline
Surplus Lines Tax Coordinator
Ryan Specialty
04.2022 - 07.2024
Surplus Lines Compliance Specialist
AIG
05.2018 - 04.2022
Surplus Lines Specialist
Lockton Companies
06.2017 - 04.2018
Business Analyst (Fraud)
Sprint
02.2004 - 01.2016
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