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Insurance Form Analyst Jobs in California (NOW HIRING)

HomeServices of America

Insurance Producer

San Carlos, CA · 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 ...

HomeServices of America

Insurance Producer

San Carlos, CA · 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 ...

SpaceX

Sr. Financial Analyst

Hawthorne, CA · On-site

$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 ...

Google

Risk Analyst

Sunnyvale, CA · On-site

Experience with risk management, insurance, and captive insurance companies. * Experience working ... form . Google is a global company and, in order to facilitate efficient collaboration and ...

Tristar Insurance

System Support Analyst

Long Beach, CA · On-site +1

$25 - $30/hr

The System Support Analyst is responsible for providing high-quality technical assistance to users ... Ability to transcribe dictation; make appointments and process mail; write form letters or routine ...

ManTech

Acquisition Security Analyst

Los Angeles, CA · On-site

$91K - $153K/yr

  • Medical

  • Life

  • Retirement

  • PTO

Must have extensive knowledge of the DD Form 254 and its practical integration into the Air Force ... MANTECH's benefits offerings include, dependent upon position, Health Insurance, Life Insurance ...

Internet Brands

Financial Analyst

El Segundo, CA · On-site

$55K/yr

  • Medical

  • Dental

  • Vision

  • Life

  • Retirement

  • PTO

Our benefits include health insurance options such as medical, dental, and vision coverage ... Nolo, Avvo, and Martindale, which form the largest consumer information provider in the legal ...

Internet Brands

Financial Analyst

El Segundo, CA · On-site

$55K/yr

  • Medical

  • Dental

  • Vision

  • Life

  • Retirement

  • PTO

Our benefits include health insurance options such as medical, dental, and vision coverage ... Nolo, Avvo, and Martindale, which form the largest consumer information provider in the legal ...

Marsh & McLennan Companies, Inc.

Client Analyst

San Diego, CA · On-site

$41K - $76K/yr

  • Medical

  • Retirement

Provide support for Senior Client Analysts and Client Managers in servicing all lines of Business ... the form of insurance designations and professional development training. * Proficient with ...

Department of General Services

Claims Analyst

West Sacramento, CA · On-site

$6.0K - $7.5K/mo

  • Medical

  • Dental

  • Vision

  • Retirement

  • PTO

The Office of Risk and Insurance Management is seeking an Analyst II to support the Motor Vehicle ... The appointee is required to complete Form 700 within 30 days of appointment and once per year.

New

KCAO

Fiscal Analyst

Hanford, CA

$34.26 - $43.86/hr

Review all contracts and financial reports to insure compliance with applicable Federal and State ... form.

New

SpaceX

Tax Analyst, International

Hawthorne, CA · 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 ...

Lyon Living

Financial Analyst

Newport Beach, CA

$85K/yr

  • Medical

  • Dental

  • Vision

  • Retirement

Applicant must have a valid driver's license or be able to utilize an alternative form of ... of insurance, and may be subject to a DMV record search. Lyon Living is an Equal Opportunity ...

Lyon Living

Financial Analyst

Newport Beach, CA · On-site

$85K/yr

  • Medical

  • Dental

  • Vision

  • Retirement

Applicant must have a valid driver's license or be able to utilize an alternative form of ... of insurance, and may be subject to a DMV record search. Lyon Living is an Equal Opportunity ...

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Showing results 21-40

All JobsInsurance Form Analyst JobsInsurance Form Analyst Jobs in California

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 are popular job titles related to Insurance Form Analyst jobs in California?

For Insurance Form Analyst jobs in California, the most frequently searched job titles are:

What job categories do people searching Insurance Form Analyst jobs in California look for?

The top searched job categories for Insurance Form Analyst jobs in California are:

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

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

Insurance Form Analyst jobs near you
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 Producer

HomeServices of America

San Carlos, CA • On-site

$24.03 - $28.84/hr

Full-time

Medical, Dental, Vision, Life, Retirement, PTO

Re-posted 23 days ago

Job description

Step into a dynamic, client-focused role at HomeServices Insurance (HSI)—a trusted name under the HomeServices of America family—where your expertise in personal and commercial insurance becomes a powerful asset in protecting what matters most. As a key player on our high-performing team, you’ll assess client risk, deliver customized coverage solutions, and drive results through proactive sales, relationship-building, and strategic insurance placement. HSI offers a highly competitive incentive plan directly tied to new business production—with unlimited earning potential—empowering you to take control of your success while growing your career within one of the nation’s most respected real estate networks.

Job Duties and Responsibilities (Essential Job Functions)   

  1. Market and sell personal lines insurance policies. Proactively contact all leads to recommend appropriate insurance, quote and place coverage. Identify and assess client risk exposures. (6575%)
  2. Foster referral relationships with all real estate personnel including agents, office managers and mortgage brokers to maximize sales opportunities. (20-25%)
  3. Provide work direction as appropriate to new business specialists to ensure all aspects of client on-boarding are completed properly and in a timely manner. (0-5%)
  4. Actively monitor and report to management any circumstances that may lead to a potential or actual insurance errors and omissions claim, DOI (department of insurance) or related complaints. (0-5%)
  5. Remain current on industry trends and specific carrier underwriting requirements. Follow all company procedures and processing guidelines. (0-5%)
  6. Ensure license remains current to include taking CEUs as needed in a timely manner. (0-5%)
  7. Perform any additional responsibilities as requested or assigned. (0-5%)

Performance Expectations  

  • Meet all performance and behavior expectations outlined in the company performance appraisal form or communicated by management.
  • Perform responsibilities as directed achieving desired results within expected time frames and with a high degree of quality and professionalism.
  • Establish and maintain positive and productive work relationships with all staff, customers and business partners.
  • Demonstrate the behavioral and technical competencies necessary to effectively complete job responsibilities. Take personal initiative for technical and professional development.
  • Follow the company HR Policy, the Code of Business Conduct and all subsidiary and department policies and procedures, including protecting confidential company information, attending work punctually and regularly, and following good safety practices in all activities.

Qualifications  

Education: 

  • Associate’s degree or equivalent work experience and knowledge; bachelor’s degree preferred.

Experience:

  • Two years’ successful personal lines insurance sales experience.

Knowledge and Skills: 

  • Excellent sales and marketing skills.
  • Working knowledge of insurance agency operations, coverages, rates, markets and applicable insurance laws/codes.
  • Working knowledge of risk assessment and risk management techniques.
  • Excellent analytical, problem-solving and decision-making skills.
  • Excellent oral, written and interpersonal skills.
  • Excellent automation, time management, and organizational skills.
  • Knowledge of real estate, title, and/or mortgage businesses preferred.
  • Appropriate state agent/broker personal lines insurance license.

Wage:   $24.03 - $28.84 hourly; actual wage is based upon education and experience.  Potential for formulary incentive plan, based on financial results.   

Benefits:   Full suite of benefits including Medical, Health Savings Account, Dental, Vision, Life Insurance, Paid Vacation (PTO), 401(k) with employer match, Flexible Spending Account, and Employee Assistance Program (EAP)

Equal Opportunity Employer

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