Job Description

Job Title: Associate Financial Analyst.

Organization: The Surplus Line Association of California (SLA).

Location: San Ramon, CA.

Position Type: Full-time, Hybrid.

Salary: $65,000.

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, including tuition reimbursement and student loan relief programs 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.

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 Associate Financial Analyst will conduct financial analysis of insurers wishing to operate or operating in California on a surplus line basis to determine their financial status and solvency. Continually monitor the statutory compliance and financial solvency of surplus line carriers approved to operate in California. Accesses information from various internal and external sources (e.g. rating agencies. Report findings and recommend appropriate actions. You must preserve confidential information of records, data, and any information accessed as part of this position’s responsibilities.

Responsibilities:

• Review and interpret all financial and other related documents filed, as well as gather pertinent information needed, to effectively conduct an independent and in-depth analysis of an insurer’s accounts and records in determining the insurer’s present and future financial performance.
• Make meaningful accounting, financial, risk-related and financial reporting observations.
• Review and verify company filings for compliance and coordinate with senior analysis on deficient filings.
• Identify potential financial and operational issues and concerns.
• Research and inquire into issues impacting an insurer’s operations and/or financial position. Discuss findings critical in nature with team leader or Department manager.
• Calculate and verify financial ratios and prepare related correspondence (if necessary), schedules, tables, charts and graphs.
• Prepare clear, comprehensive, accurate and concise confidential annual and updated security summary reports. This includes making a confidential recommendation concerning the suitability of the insurer to operate in California and supporting the conclusions reached.
• Assist with reviewing, editing reports and other written communications prepared by Financial staff for completeness, accuracy, neatness, flow and clarity. Confer with other analysts, Department Manager or senior analysts on all major examination problems and initiates corrective action to ensure reports are completed effectively and efficiently.
• Update required data accurately into SLA database.
• Respond to phone or written inquires professionally and in a timely manner.
• Become familiar with insurance industry developments, trends, issues, regulations, and company news.
• Acquire and maintain necessary professional and technical knowledge related to job duties by attending job related education programs and trainings, as well as keeping current with trade publications and journals.
• Assist with special projects as directed by manager.

Qualifications:

• Must be a California resident.
• Bachelor’s Degree
• Knowledge of insurance is a plus.

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.

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.

Job Tags

Similar Jobs