Associate Data Analyst

This hybrid role supports accurate insurance data processing and reporting through document review, verification, and data entry in the SLA proprietary database.

Responsibilities

• Compare source document data with database reports to detect errors and confirm completeness and conformity with established policies and procedures.
• Ensure any needed corrections or changes are completed.
• Notify Lead Analysts when major errors are identified.
• Verify broker data for accuracy.
• Confirm calculated taxes and fees for correctness.
• Accurately record coverage and industrial operation codes for reporting to the CDI.
• Partner with Lead Analyst to assist brokers with electronic filing questions and surplus lines procedural process questions.
• Respond to broker questions and inquiries in a timely manner.
• Monitor the status of all open issues to support timely resolution.
• Escalate matters to management as appropriate.
• Develop knowledge of surplus lines law, regulations, and filing procedures, including rules and practices relevant to the role.
• Participate in system enhancements and fixes.
• Identify and report system issues.
• Participate in testing and resolution of system fixes when appropriate.
• Work toward established quality and quantity objectives for the position.
• Build proficiency with all programs used in the SLA.
• Build working knowledge of organization policies and procedures; attend training classes as scheduled.

Requirements

• Must be a California resident.
• Associate’s degree plus 2 years of work experience.
• Bachelor's degree with relevant work experience is a plus.
• Insurance experience or knowledge is a plus.

Benefits

• Medical, Dental, and Vision insurance
• Educational and Professional Development
• 401(k) matching and Roth IRA
• Paid Time Off

Position Overview: Review insurance policy documents for accuracy, completeness, and adherence to established standards; enter appropriate data into the SLA proprietary database. Verify broker data, confirm calculated taxes and fees, and record coverage and industrial operation codes for reporting to the CDI.

Location: San Ramon, CA (hybrid)

Compensation: USD 27 - 30 per hourly