Associate Data Analyst

The Surplus Line Association of CA•San Ramon, CA

6d•Hybrid

About The Position

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.

Requirements

Must be a California resident.
Minimum requirement of Associate’s degree and two years of work experience.

Nice To Haves

Bachelor's degree with relevant work experience is a plus.
Insurance experience or knowledge is a plus.

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.