What are the responsibilities and job description for the Relationship Manager position at The Surplus Line Association of CA?
Description
Job Title: Relationship Manager
Organization: The Surplus Line Association of California (SLA)
Location: San Ramon, CA
Position Type: Full-time, In-Office
Salary: $70,000 - $100,000
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: The Relationship Manager will lead outreach initiatives to enhance member relationships, promote SLA resources, and drive member engagement. This role involves diverse member interactions via email, phone, and in-person meetings, with opportunities for travel and participation in key events.
Requirements
Responsibilities:
- Assist in planning and executing member outreach initiatives to strengthen relationships.
- Serve as the primary point of contact for member inquiries via phone and email.
- Support member-focused events, including webinars, training sessions, and networking opportunities.
- Frequent travel for in-person member engagement, meetings, and outreach activities.
- Work collaboratively with the Data Analysis, Compliance, and Policy teams, as well as other SLA staff, to identify and develop programs that enhance value for our members and stakeholders.
- Learn aspects of the California Insurance Code, specifically related to surplus line insurance.
- Support team members in the department on special projects, as needed.
Qualifications:
- Must be a California resident.
- Bachelor’s Degree
- Previous experience in the Insurance industry preferred
- Strong Communication Skills: Excellent in-person, verbal and written communication skills, essential for interacting with members and internal stakeholders effectively.
- Experience with Salesforce CRM.
- Advance level user of Microsoft computer applications (Outlook, Word, and Excel).
- Multitasking Ability: Proficient in handling multiple tasks simultaneously, balancing customer service, relationship management and data entry without compromising quality or efficiency.
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.
Salary : $70,000 - $100,000
