Education and Training Specialist - The Surplus Line Association of California
San Ramon, CA 94583
About the Job
- Demonstrate an understanding of California's transaction filing requirements for surplus lines placements.
- Develop and maintain a knowledge of the laws and regulations related to licensing, filing procedures, and taxes affecting the California surplus line insurance market.
- Keep up-to-date with industry news, market developments, and emerging trends.
- Provide expertise in using the Surplus Lines Information Portal (SLIP) for electronically submitting policy information to the Surplus Line Association (SLA).
- Lead updates and maintenance of SLIP filing procedures, guidelines, FAQs, tutorials, and training materials.
- Collaborate with SLA teams and staff to: 1) effectively deliver SLIP training, including webinar and in-person sessions conducted at the SLA corporate office, off-site locations in California and, when requested, out-of-state; 2) coordinate and support the SLA New Broker Filer Program; and 3) ensure filers have the proper credentials and access to the SLIP platform and supporting resources.
- Support brokers and filers in troubleshooting and resolving issues with policy filings through the SLIP system.
- Advise on filing requirements, procedures, and actions needed to address non-compliance.
- Educate brokers about the efficient and secure methods available for submitting policy filings and strategies to reduce filing errors and delays.
- Work with the Data Analysis, Legal Compliance, and other SLA staff to identify, research, and resolve operational procedures related to broker policy filings.
- Assist the Director of Education Services and SLA Education & Compliance Committee in efforts to serve the broker-agent community, the California Department of Insurance, and other stakeholders.
- Support the creation, production, and administration of continuing education programs, including live and on-demand courses.
Qualifications:
- Must be a California resident
- Bachelor's Degree
- Insurance Background Preferred
Benefits & Perks:
- Medical, Dental, and Vision insurance
- Educational and Professional Development
- 401(k) matching and Roth IRA
- Paid Time Off
About The Surplus Line Association of California:
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.