Member Experience & CRM Specialist (In-Office)

The-Surplus-Line-Association-of-California; San Ramon (CA); On-site; USD 67,000 - 87,000; Full time

Benefits offered by this job

Costco membership

Flexible work-life balance

Educational benefits

Wellness stipend

Benefits package

Job summary

The Surplus Line Association of California (SLA) is seeking a Membership Services Coordinator to maintain CRM accuracy and support member engagement. This in-office, full-time role processes member applications, license updates, and inquiries, while collaborating with cross-functional teams to improve processes.

Applicants should have strong communication, attention to detail, and proficiency in Microsoft Office and CRM platforms; familiarity with California insurance licensing is a plus.

Qualifications

• Strong written and verbal communication
• Exceptional attention to detail and accuracy
• Excellent organizational skills and ability to manage multiple priorities
• Advanced proficiency in Microsoft Outlook, Word, and Excel
• Experience with Salesforce or another CRM platform preferred
• Strong problem-solving skills and willingness to research unfamiliar issues
• Collaborative and service-oriented approach
• Initiative, accountability, and dependable follow-through
• Curiosity and interest in learning about licensing and regulatory requirements

Responsibilities

• Maintain CRM data accuracy and integrity across the member lifecycle
• Onboard new members and update license information
• Serve as primary contact for member inquiries with timely responses
• Collaborate with cross-functional teams to improve membership processes
• Develop operational reports and dashboards
• Enhance CRM documentation for consistency and efficiency
• Build knowledge of California Insurance Code related to licensing

Skills

Communication

Attention to detail

Organization

MS Office

CRM

Problem solving

Collaboration

Initiative

Tools

Salesforce

Job 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: $32-$42 an 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
• 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.

Position Overview:

The Membership Services Specialist 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

• 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.

Qualifications:

• 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
• Experience with Salesforce or another CRM platform preferred
• 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

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.