Membership Services Specialist
About The Position
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.
Requirements
- 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).
- Multitasking Ability: Proficient in handling multiple tasks simultaneously, balancing data entry, customer service, and relationship management without compromising quality or efficiency.
Nice To Haves
- Prior experience with Salesforce CRM preferred. Other CRM experience will be considered.
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.
Benefits
- 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
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What This Job Offers
Job Type
Full-time
Career Level
Entry Level
Education Level
No Education Listed
