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Insurance Form Analyst Jobs in California (NOW HIRING)

Treasury Manager

Berkeley, CA ยท On-site

$110 - $170/hr

  • Medical

  • Dental

  • Vision

  • PTO

Form Energy is an American manufacturing and energy technology company. We're revolutionizing ... Role Description We are seeking a highly analytical and detail-oriented Treasury and Risk Manager ...

New

Insurance Producer

San Carlos, CA ยท On-site

$24.03 - $28.84/hr

  • Medical

  • Dental

  • Vision

  • Life

  • Retirement

  • PTO

Meet all performance and behavior expectations outlined in the company performance appraisal form ... Excellent analytical, problem-solving and decision-making skills. * Excellent oral, written and ...

Sr. Account Analyst

Signal Hill, CA ยท On-site

  • Medical

  • Dental

  • Vision

  • Life

  • Retirement

  • PTO

... form. Other Qualifications : โ€ข None Here are some of the benefits you can enjoy in this role ... Medical, Dental, Vision, Disability & Life Insurance 401(k) plan Paid time off. Paid holidays.

Sr. Account Analyst

Signal Hill, CA ยท On-site +1

$75K - $80K/yr

  • Medical

  • Dental

  • Vision

  • Life

  • Retirement

  • PTO

... form. Other Qualifications : โ€ข None Here are some of the benefits you can enjoy in this role ... Medical, Dental, Vision, Disability & Life Insurance 401(k) plan Paid time off. Paid holidays.

Financial Analyst

Hawthorne, CA ยท Hybrid

$100K - $140K/yr

  • Medical

  • Dental

  • Vision

  • Life

  • Retirement

  • PTO

Experience with presenting analytical results in both verbal and written form across a multi ... and long-term disability insurance, life insurance, paid parental leave, and various other ...

HR & Payroll Analyst

Buena Park, CA ยท On-site

  • Retirement

Workers' Compensation & Insurance: Administer Workers' Compensation claims and support Commercial ... Form 5500, EDD/UI/SDI reporting), and assist with internal/external audits. * HR Operations ...

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Insurance Representative

San Francisco, CA ยท On-site

$75K - $120K/yr

Analyze sales statistics to identify areas of improvement * Track results and trends regularly for ... Build and form new partnerships with potential clients Company Description We are Globe Life ...

New

Sr. Financial Analyst

Hawthorne, CA ยท Hybrid

$115K - $150K/yr

  • Medical

  • Dental

  • Vision

  • Life

  • Retirement

  • PTO

Experience with presenting analytical results in both verbal and written form across a multi ... and long-term disability insurance, life insurance, paid parental leave, and various other ...

Financial Analyst

Hawthorne, CA ยท On-site

$100K - $140K/yr

  • Medical

  • Dental

  • Vision

  • Life

  • Retirement

  • PTO

Experience with presenting analytical results in both verbal and written form across a multi ... and long-term disability insurance, life insurance, paid parental leave, and various other ...

Treasury Analyst

Hawthorne, CA ยท On-site +1

$85K - $120K/yr

  • Medical

  • Dental

  • Vision

  • Life

  • Retirement

  • PTO

You may also be eligible for long-term incentives, in the form of company stock, stock options, or ... and long-term disability insurance, life insurance, paid parental leave, and various other ...

GSOC Analyst

Newport Beach, CA ยท On-site

$28 - $30.02/hr

  • Medical

  • Dental

  • Vision

  • Retirement

  • PTO

Medical, dental, and vision insurance * Paid time off * 401(k) * Ongoing training and professional ... Must have a reliable form of transportation to and from assigned workstations * Have or the ability ...

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Showing results 1-20

Insurance Form Analyst information

What is an insurance form analyst?

Insurance Form Analysts are professionals who review, evaluate, and ensure the accuracy and compliance of insurance forms and documents. They check that policy forms adhere to state and federal regulations and are consistent with company guidelines. These specialists work closely with underwriters, compliance teams, and legal departments to identify discrepancies or errors and make recommendations for revisions. Their role is crucial in minimizing legal risks and ensuring that insurance products are clearly and accurately described to customers.

What are the key skills and qualifications needed to thrive as an insurance form analyst?

To thrive as an Insurance Form Analyst, you need a solid understanding of insurance products, regulatory compliance, and attention to detail, typically supported by a degree in business, finance, or a related field. Familiarity with insurance management software, document management systems, and often proficiency in Microsoft Office Suite are essential technical requirements. Strong analytical thinking, effective communication, and organizational skills help distinguish top performers in this role. These competencies are crucial for ensuring accurate form preparation, regulatory adherence, and effective collaboration with internal and external stakeholders.

What are some common challenges an insurance form analyst may face when reviewing complex policy documents?

Insurance Form Analysts often encounter challenges such as navigating varying state regulations, identifying inconsistencies or ambiguities in policy language, and ensuring that all forms comply with both internal standards and external legal requirements. These professionals must pay close attention to detail and stay up-to-date with frequent changes in insurance laws. Collaborating with underwriters, legal teams, and compliance officers is essential to resolve discrepancies and ensure accuracy in documentation.

What is the difference between Insurance Form Analyst vs Insurance Underwriter?

AspectInsurance Form AnalystInsurance Underwriter
CredentialsTypically requires a high school diploma or associate degree; certifications like CPCU or AINS are commonRequires a bachelor's degree, often in finance, business, or related fields; certifications like CPCU or ARM are beneficial
Work EnvironmentOffice setting, reviewing insurance forms and data entryOffice setting, assessing risks and approving policies
Employer & Industry UsageInsurance companies, brokers, and agenciesInsurance companies, underwriting firms, and brokers

Insurance Form Analysts focus on reviewing and processing insurance forms, ensuring accuracy and compliance. Insurance Underwriters evaluate risks and determine policy terms. While both roles are essential in the insurance industry, they differ in responsibilities, with underwriters making risk decisions and analysts handling documentation.

What cities in California are hiring for Insurance Form Analyst jobs?

Cities in California with the most Insurance Form Analyst job openings:

Infographic showing various Insurance Form Analyst job openings in California as of August 2026, with employment types broken down into 89% Full Time, and 11% Part Time. Highlights an 67% In-person, and 33% Hybrid job distribution.

Insurance Analyst II

Department of General Services

West Sacramento, CA โ€ข On-site

$6.0K - $7.5K/mo

Full-time

Medical, Dental, Vision, Retirement, PTO

Posted 3 days ago

New


Job description

This position is eligible to telework up to one (1) day a week, in accordance with the Statewide Telework Policy, and will be required to report to the office as needed/required. This is subject to change based on operational need and/or future return to office orders. The successful candidate must reside in California upon appointment.
Excellence in the Business of Government!
Come join a team that creates:
  • A collaborative team atmosphere founded upon ethics, integrity, and stewardship.
  • A positive work environment that is open to change and invites its workforce to challenge processes.
  • An opportunity for individuals to utilize their knowledge, skills, and experience to grow within the department.
Do you have experience in risk management, commercial insurance, and protecting State of California assets? Do you enjoy servicing insurance programs and policies, providing insurance consultation to client departments, and analyzing insurance coverages? If so, this may be the opportunity for you.
The Office of Risk and Insurance Management is seeking an Insurance Analyst II to assist the growing Insurance Procurement and Risk (IPR) Programs. IPR includes the Insurance Services Unit, the Extended Warranty Insurance Program, and the External Services Insurance unit, in which each are designed to provide financial risk transfer for state agencies using various insurance risk management models. The teams are composed of talented insurance analysts who have a passion for risk management.
Under the direction of the Supervisor I, Extended Warranty Insurance Program (EWIP) the Analyst II supports the EWIP and performs the more varied, difficult and complex analytical activities to assist in the the administration and management of the statewide Insurance Procurement and Risk program.
This position is designated under the Conflict of Interest Code. The position is responsible for making or participating in the making of governmental decisions that may potentially have a material effect on personal financial interests. The appointee is required to complete Form 700 within 30 days of appointment and once per year.
This position is not eligible for visa sponsorship. Applicants must be authorized to work in the United States without the need for visa sponsorship by the start date of employment. The Department of General Services does not participate in E-Verify for employment authorization purposes.
If you're interested in exploring additional job opportunities at DGS, please reach out to our recruitment team; we'd love to hear from you! Please contact us at DGSRecruitment@dgs.ca.gov .
Information about applying for a state job can be found here: Three Steps to a State Job . Please let us know how you learned about this career opportunity by taking the brief survey that follows: Click here to take the survey!
You will find additional information about the job in the Duty Statement .
Working Conditions
  • Diversity, Equity, and Inclusivity: A work culture that emphasizes a culture of diversity and inclusivity, offering tangible rewards and recognizing the intrinsic value of varied perspectives and collaboration.
  • Career Growth and Training: A focus on career growth and training in an effort to engage and retain a diverse talent pool that aligns with the organization's mission and vision.
  • Competitive Rewards: Employees enjoy world-class benefits packages, attractive salaries, and robust pension plans, reflecting a commitment to employee well-being.
  • Work-Life Balance: Work-life balance is fostered through measures like telework and adjustable schedules, allowing personal and professional lives to thrive together.
  • Learning and Development: Emphasizing on continuous learning, DGS offers onsite and virtual Statewide Training programs to ensure that employees remain at the cutting edge of their fields.
  • Generous State Benefits: Comprehensive health and dental insurance, long-term disability insurance, 11 paid holidays per year, paid time off, defined benefit retirement program, commute program, employee wellness programs, employee assistance programs, and medical/dependent care reimbursement accounts.
  • Location: DGS headquarters boasts features like the 7.5-acre River Walk Park, stunning views, convenient & affordable parking, and a state-of-the-art fitness center for all employees.

Minimum Requirements You will find the Minimum Requirements in the Class Specification.
  • ANALYST II
Additional Documents
  • Job Application Package Checklist
  • Duty Statement

Position Details Job Code #:
JC-528156
Position #(s):
306-049-5393-XXX
Working Title:
Insurance Analyst II
Classification:
ANALYST II $6,031.00 - $7,547.00 A
New to State candidates will be hired into the minimum salary of the classification or minimum of alternate range when applicable.
# of Positions:
1
Work Location:
Yolo County
Telework:
Hybrid
Job Type:
Permanent, Full Time
Work Shift:
8:00 a.m. - 500 p.m.
Work Week:
Monday - Friday
Department Information The Department of General Services (DGS) Core Values and Employee Expectations are key to the success of the Department's Mission. That mission is to "Deliver results by providing timely, cost-effective services and products that support our customers." DGS employees are to adhere to the Core Values and Employee Expectations, and to perform their duties in a way that exhibits and promotes those values and expectations.
Department Website: https://www.dgs.ca.gov/dgs/home.aspx
Special Requirements
  • Employment History on the STD 678 (State Application) must be complete and include employment dates, accurate hours per week, total time worked, duties and responsibilities performed, and contact names and phone numbers of supervisors. License and Certification numbers included on the STD 678 must include issue date and expiration date. Failure to indicate issue and expiration dates will result in disqualification. Resumes or other documents cannot substitute the STD 678 (State Application). Applicants who fail to submit a completed STD 678 (State Application) may be disqualified. Only the most qualified candidates will be invited to an interview.
  • Applicants who completed their education outside of the United States (with foreign degrees/transcripts) must obtain and submit verification of US course/degree equivalency. Foreign education credential evaluation services can be found at NACES | National Association of Credential Evaluation Services .

Application Instructions
Completed applications and all required documents must be received or postmarked by the Final Filing Date in order to be considered. Dates printed on Mobile Bar Codes, such as the Quick Response (QR) Codes available at the USPS, are not considered Postmark dates for the purpose of determining timely filing of an application.
Final Filing Date: 8/25/2026
Who May Apply
Individuals who are currently in the classification, eligible for lateral transfer, eligible for reinstatement, have list or LEAP eligibility, are in the process of obtaining list eligibility, or have SROA and/or Surplus eligibility (please attach your letter, if available). SROA and Surplus candidates are given priority; therefore, individuals with other eligibility may be considered in the event no SROA or Surplus candidates apply. Individuals who are eligible for a Training and Development assignment may also be considered for this position(s). Applications will be screened and only the most qualified applicants will be selected to move forward in the selection process. Applicants must meet the Minimum Qualifications stated in the Classification Specification(s).
How To Apply
Complete Application Packages (including your Examination/Employment Application (STD 678) and applicable or required documents) must be submitted to apply for this Job Posting. Application Packages may be submitted electronically through your CalCareer Account at www.CalCareers.ca.gov. When submitting your application in hard copy, a completed copy of the Application Package listing must be included. If you choose to not apply electronically, a hard copy application package may be submitted through an alternative method listed below:
Address for Mailing Application Packages
You may submit your application and any applicable or required documents to:
Department of General Services
OHR - Mailing
Attn: Classification & Pay Unit
P.O. Box 989052
West Sacramento , CA 95798-9052
Address for Drop-Off Application Packages
You may drop off your application and any applicable or required documents at:
Department of General Services
OHR - DROP OFF
Classification & Pay Unit
Office of Human Resources
707 3rd Street Suite 7-130, Lobby
West Sacramento , CA 95605
08:00 AM - 05:00 PM
Required Application Package Documents
The following items are required to be submitted with your application. Applicants who do not submit the required items timely may not be considered for this job:
  • Current version of the State Examination/Employment Application STD Form 678 (when not applying electronically), or the Electronic State Employment Application through your Applicant Account at www.CalCareers.ca.gov. All Experience and Education relating to the Minimum Qualifications listed on the Classification Specification should be included to demonstrate how you meet the Minimum Qualifications for the position.
  • Resume is optional. It may be included, but is not required.
  • Statement of Qualifications -
    REQUIRED - Statement of Qualifications. Please see the Statement of Qualifications section on the job advertisement for details and instructions.
Applicants requiring reasonable accommodations for the hiring interview process must request the necessary accommodations if scheduled for a hiring interview. The request should be made at the time of contact to schedule the interview. Questions regarding reasonable accommodations may be directed to the EEO contact listed on this job posting.
Desirable Qualifications In addition to evaluating each candidate's relative ability, as demonstrated by quality and breadth of experience, the following factors will provide the basis for competitively evaluating each candidate:
  • Excellent verbal and written communication skills
  • Strong organizational skills
  • Strong attention to detail and accuracy
  • Ability to adjust to shifting priorities and meet stated deadlines
  • Customer Service and strong interpersonal skills
  • Technical expertise and legal knowledge

Benefits
There are many benefits to joining our team! The State of California has a generous benefits package, some benefits include:
  • Medical Benefits, including health, dental, and vision insurance
  • Paid Holidays and leave
  • Defined benefit retirement program
  • Savings Plus Program (401(k), 457)
  • Commute Program
  • Employee Wellness Program
  • Employee Assistance Program
  • Medical/Dependent Care Reimbursement Accounts
Click here to view all the benefits available to state employees!
Contact Information
The Hiring Unit Contact is available to answer questions regarding the position or application process.
Department Website: https://www.dgs.ca.gov/dgs/home.aspx
Hiring Unit Contact:
Kevin Tateyama
(279) 946-8143
kevin.tateyama@dgs.ca.gov
Please direct requests for Reasonable Accommodations to the interview scheduler at the time the interview is being scheduled. You may direct any additional questions regarding Reasonable Accommodations or Equal Employment Opportunity for this position(s) to the Department's EEO Office.
EEO Contact:
EEO Main line
(916) 376-5127
DGSEEO@dgs.ca.gov
California Relay Service: 1-800-735-2929 (TTY), 1-800-735-2922 (Voice) TTY is a Telecommunications Device for the Deaf, and is reachable only from phones equipped with a TTY Device.
Additional Information
Reporting Location:
Department of General Services
707 3rd Street
West Sacramento, CA 95605
Please specify RPA #30719 and JC-528156 on your state application.
Examination Information:
Those interested in obtaining employment with any state agency must apply and compete in the state's merit-based recruitment and hiring process. To apply for the examination for this position, click on the link below to search for the examination and follow the "How to Apply" instructions in the examination announcement:
CalCareers Exam/Assessment Search
Successful examination applicants are placed on a hiring eligibility list. If you already have list eligibility for this classification, you do not need to retake the examination. Applicants should refer to their examination results or check their CalCareers account for specific list eligibility expiration dates and/or to re-take the examination when necessary.
For questions regarding the examination process, please contact the DGS Examinations Unit at DGSExams@dgs.ca.gov .
Statement of Qualifications
All interested applicants are required to submit a completed Statement of Qualifications (SOQ) with the application. The SOQ must be typed in 12-point Arial font and no more than three pages. Please provide a response to the statements below. A Resume or Cover Letter does not substitute for the SOQ.
1. Explain how your education, training, and experience relate to the essential functions for this position.
2. Explain why you are interested in this position and what makes you a competitive candidate for this role?
Equal Opportunity Employer
The State of California is an equal opportunity employer to all, regardless of age, ancestry, color, disability (mental and physical), exercising the right to family care and medical leave, gender, gender expression, gender identity, genetic information, marital status, medical condition, military or veteran status, national origin, political affiliation, race, religious cr