Membership Services Specialist at The Surplus Line Association of California

San Ramon, California, United States -

Full Time

Start Date

Immediate

Expiry Date

03 Jun, 26

Salary

30.0

Posted On

05 Mar, 26

Experience

0 year(s) or above

Remote Job

Yes

Telecommute

Yes

Sponsor Visa

Skills

Communication Skills, Data Management, Customer Service, Relationship Management, Collaboration, Self-Motivation, Salesforce CRM, Microsoft Outlook, Microsoft Word, Microsoft Excel, Multitasking, Detail Orientation, Data Entry, License Updates, California Insurance Code

Industry

Insurance

Description

Description Job Title: Membership Services Specialist Organization: The Surplus Line Association of California (SLA) Location: San Ramon, CA Position Type: Full-time, In-Office Salary: $28 - $30/hour Come join our team — we’d love to have you! At the SLA, we take pride in fostering an open, inclusive, and collaborative culture where employees come first. Our commitment to creating an exceptional workplace has earned us recognition: Certified as a Great Place to Work® three years in a row Named one of California’s Best Workplaces for 2025 As an employee-first organization, we’re passionate about supporting our team inside and outside the workplace. We offer: Flexible work-life balance options so you can thrive both professionally and personally An expansive benefits package with a variety of choices for medical, dental, and vision coverage tailored to your needs Educational benefits, including tuition reimbursement to support lifelong learning A generous wellness stipend to help you invest in your health and well-being And because we love adding a little extra value: complimentary Costco memberships for you and your family If you’re looking to grow your career in an environment where your voice is heard, your contributions are valued, and fun is part of the culture — come join us! About Us: At the Surplus Line Association of California (SLA), we don’t sell insurance—we protect access to it. As the only organization overseeing California’s $20+ billion surplus lines insurance marketplace, we help support coverage availability for businesses—from film studios to freight haulers—when risks are too complex, too large or too unique for the standard market. Each year we review more than 1 million policy transactions, equip insurance brokers with compliance tools and continuing education courses, monitor the financial stability of global insurers and deliver data-driven insights that help the industry stay ahead of emerging risks. That impact—combined with our strong employee culture—has earned us recognition by Fortune as one of the Bay Area’s best places to work. Quick Clarifier: We are not insurance agents or a government agency—and we won’t be quoting your car or life insurance. We oversee a multibillion-dollar market that primarily serves businesses with hard-to-place risks. It’s niche, essential and surprisingly interesting. Requirements 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. 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.

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Responsibilities

Responsibilities include leveraging Salesforce CRM for database maintenance related to license updates, job changes, and membership inquiries, as well as processing new member packets and corresponding with the California Department of Insurance regarding member questions. The role also involves collaborating with cross-functional teams to resolve operational procedures impacting broker licensing.