Job Title : Membership Services Specialist

Organization : The Surplus Line Association of California (SLA)

Location : San Ramon, CA

Position Type : Full-time, In-Office

Salary : $25 - $28 / hour

About : The Surplus Line Association of California (SLA) operates as a private, 501(c)(6) not-for-profit organization governed by a plan of operation approved by both the California Department of Insurance (CDI) and the SLA Board of Directors.

Appointed by the Commissioner in 1994, the Association serves as the statutory surplus line advisory organization to the CDI and facilitates the state’s capacity to monitor and direct surplus line brokers’ placements of insurance with eligible surplus line insurers.

Working with its members and the CDI, the Association assists its members’ compliance with California laws and regulations;

helps maintain a healthy, fair, and competitive surplus line marketplace in California; and strives to protect the interests of California insurance consumers.

Position Overview : We are seeking a dedicated and detail-oriented professional to join the Membership Services team in a role that combines data, customer service, and relationship management.

This position is ideal for an organized and proactive individual who thrives in an environment where every day involves a mix of data management, communication with members, and collaborating with colleagues.

The perfect candidate will :

• Possess excellent communication skills, enabling them to effectively assist and engage with both new and existing members.
• Be adept at managing relationships and fostering collaboration with internal cross-functional colleagues.
• Enjoy a balance of routine data management work with the variety and challenge of customer interactions and relationship building.
• Have the flexibility to work both independently and as part of a team, demonstrating self-motivation and a collaborative spirit.
• Prefer a structured work setting, comfortable with the requirement of working in our corporate office daily (in office).
• Demonstrate a keen eye for detail, ensuring accuracy in data management while delivering top-notch customer service.

Responsibilities :

• Leveraging Salesforce CRM, assist with database maintenance relating to license updates, job changes, membership inquiries, and change or adding of broker information.
• Willingness and desire to learn aspects of the California Insurance Code, specifically sections that pertain to surplus line licensing, and the membership requirements and duties pursuant to surplus line insurance.
• Process new member packets and license updates.
• Correspond with the licensing divisions of the CDI on member questions and related inquiries.
• Collaborate with cross-functional teams on identifying, researching, and resolving operational procedures and protocols that impact broker licensing.
• This role is part of the Marketing and Communications Department. When needed, you may be asked to collaborate with the broader team on projects.

Qualifications :

• Must be a California resident.
• Strong Communication Skills : Excellent verbal and written communication skills, essential for interacting with members and internal stakeholders effectively.
• Advance level user of Microsoft computer applications (Outlook, Word, and Excel).
• Prior experience with Salesforce CRM preferred. Other CRM experience will be considered.
• Multitasking Ability : Proficient in handling multiple tasks simultaneously, balancing data entry, customer service, and relationship management without compromising quality or efficiency.
• Associate's Degree minimum or equivalent work experience.

Benefits & Perks :

• Medical, Dental, and Vision insurance
• Educational and Professional Development
• 401(k) matching and Roth IRA
• Paid Time Off

This job description is not intended, and should not be construed to be, an exhaustive list of all responsibilities, skills, efforts or working conditions associated with the job.

It is intended, however, to be an accurate reflection of those principal job elements essential for making decisions related to job performance, employee development and compensation.

The Company reserves the right to change, modify, amend, add to or delete from any section of this document as it deems, in its judgment, to be proper.

The SLA is an equal opportunity employer, and all qualified applicants will receive consideration for employment without regard to race, color, religion, age, sex, national origin, disability status, genetics, protected veteran status, sexual orientation, gender identity or expression, or any other characteristic protected by federal, state, or local laws.

About The Surplus Line Association of California :

Appointed by the Commissioner in 1994, the Association serves as the statutory surplus line advisory organization to the CDI and facilitates the state’s capacity to monitor and direct surplus line brokers’ placements of insurance with eligible surplus line insurers.

Working with its members and the CDI, the Association assists its members’ compliance with California laws and regulations;

helps maintain a healthy, fair, and competitive surplus line marketplace in California; and strives to protect the interests of California insurance consumers.

Last updated : 2024-06-04