Membership Services Coordinator

The Surplus Line Association of CA • San Ramon, CA

22h • $32 - $42 • Onsite

About The Position

The Membership Services Coordinator is responsible for maintaining the accuracy and integrity of the CRM database while supporting member engagement and service. The Membership Services Coordinator will manage database updates, onboard new members, and serve as a key point of contact for member inquiries within the Surplus Line Association of California. This position also supports cross-functional collaboration and contributes to continuous improvement of operational processes related to membership and licensing.

Requirements

• Must be a California resident.
• Strong written and verbal communication skills
• Exceptional attention to detail and a commitment to accuracy
• Excellent organizational skills and the ability to manage multiple priorities
• Advanced proficiency in Microsoft Outlook, Word, and Excel
• Strong problem-solving skills and a willingness to research unfamiliar issues
• A collaborative and service-oriented approach
• Initiative, accountability, and dependable follow-through
• Curiosity and an interest in learning about insurance, licensing, and regulatory requirements

Nice To Haves

• Experience with Salesforce or another CRM platform preferred

Responsibilities

• Maintain and update CRM data, including license updates, job changes, membership inquiries, and broker information
• Ensure data integrity by keeping records clean, standardized, accurate, and free of duplicate information
• Process new member applications, license updates from the California Department of Insurance (CDI), and documentation submitted by brokers
• Serve as a point of contact for member inquiries, providing timely and accurate responses
• Correspond with CDI licensing divisions regarding member questions and related matters
• Develop reports and create dashboards to support internal teams and organizational needs
• Maintain and enhance CRM process documentation to ensure consistency and efficiency
• Collaborate with Data Analysis, Compliance, Policy, and other SLA teams to identify, research, and resolve operational procedures and issues impacting broker licensing
• Build working knowledge of the California Insurance Code, particularly as it relates to surplus line licensing and membership requirements
• Support departmental initiatives and special projects, contributing to process improvements and team objectives
• Other duties may be assigned.

Benefits

• Flexible work-life balance options
• An expansive benefits package with a variety of choices for medical, dental, and vision coverage
• Educational benefits
• A generous wellness stipend
• Complimentary Costco memberships

What This Job Offers

• Job Type: Full-time
• Career Level: Entry Level
• Education Level: No Education Listed