Associate Data Analyst

Job Title: Associate Data Analyst

Organization: The Surplus Line Association of California (SLA)

Location: San Ramon, CA

Position Type: Full-time, Hybrid

Salary: $27/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: This position is responsible for reviewing insurance policy documents for accuracy, completeness, and adherence to established standards and entering appropriate data into the SLA proprietary database. An Associate will verify broker data, confirm the accuracy of calculated taxes and fees, and accurately record the coverage and industrial operation codes to report to the CDI. This role mainly consists of data entry and insurance policy review.

Responsibilities:

• Compare source document data with database reports to detect errors and ensure completeness and conformity with established policies and procedures. Ensure any needed corrections or changes are accomplished. Notifies Lead Analysts when major errors are detected.
• Work with Lead Analyst to assist brokers with electronic filing questions and surplus lines procedural process questions.
• Respond to broker questions. Monitor status of all open issues to ensure timely resolution.
• Respond to inquiries from brokers in a timely manner. Escalate matters to management as appropriate.
• Gain knowledge of all rules and practices regarding surplus lines law, regulations, and filing procedures.
• Participate in system enhancements and fixes. Identify and report system issues and participate in the testing and resolution of the system fixes when appropriate.
• Achieve established quality and quantity objectives for this position.
• Build proficiency with all programs used in the SLA.
• Build a working knowledge of the organization’s policies and procedures; attend training classes as scheduled.

Qualifications:

• Must be a California resident.
• Minimum requirement of Associate’s degree and two years of work experience.
• Bachelor's degree with relevant work experience is a plus.
• Insurance experience or knowledge is a plus.

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.

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.