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Insurance Implementation Jobs in California (NOW HIRING)

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Implementation Architect

San Francisco, CA · On-site

$130K - $140K/yr

As an Implementation Architect, you'll be the bridge between our powerful platform and our clients ... insurance. Additional benefits include unlimited PTO, a remote work stipend, a life-style stipend ...

Baja Insurance

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Insurance license producer

North Sacramento, CA · On-site

$35K - $60K/yr

Designing and implementing effective marketing strategies to sell new insurance contracts or adjust existing ones * Develop and issue insurance quotes for agents, make sales presentations, and close ...

Baja Insurance

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Insurance license producer

North Sacramento, CA · On-site

$35K - $60K/yr

Designing and implementing effective marketing strategies to sell new insurance contracts or adjust existing ones * Develop and issue insurance quotes for agents, make sales presentations, and close ...

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Insurance Implementation information

What are some common challenges faced during the insurance implementation process, and how can I effectively address them in this role?

One of the most common challenges in insurance implementation is managing tight timelines while coordinating among multiple stakeholders, such as clients, underwriters, and IT teams. Clear communication and proactive project management are crucial to ensure all requirements are gathered and addressed efficiently. Additionally, adapting to varying client systems and ensuring seamless data migration can be complex, so attention to detail and problem-solving skills are highly valued. Collaborating closely with cross-functional teams and maintaining flexibility will help you navigate these challenges successfully.

What are the key skills and qualifications needed to thrive as an Insurance Implementation Specialist, and why are they important?

To thrive as an Insurance Implementation Specialist, you need a solid understanding of insurance products, project management principles, and process optimization, typically supported by a degree in business, finance, or a related field. Familiarity with insurance management software, CRM systems, and data analysis tools is commonly required, along with certifications like PMP or Lean Six Sigma being advantageous. Strong communication, problem-solving abilities, and attention to detail help facilitate smooth onboarding and collaboration with clients and internal teams. These skills are crucial for ensuring seamless policy implementation, client satisfaction, and efficient project delivery in a highly regulated industry.

What is the difference between Insurance Implementation vs Insurance Underwriting?

AspectInsurance ImplementationInsurance Underwriting
Primary RoleDeploys insurance products, manages client onboarding, and ensures policy setupEvaluates risk, determines policy terms, and approves coverage
Required CertificationsTypically requires insurance licenses and product knowledgeRequires licenses, risk assessment skills, and underwriting certifications
Work EnvironmentOffice-based, client-facing, project-drivenOffice-based, analytical, decision-making focused
Industry UsageCommon in insurance companies, brokers, and agenciesIntegral to insurance companies and underwriting firms

Insurance Implementation focuses on deploying insurance products and onboarding clients, while Insurance Underwriting involves assessing risks and approving policies. Both roles require insurance licenses and industry knowledge, but they differ in daily tasks and responsibilities within the insurance industry.

What is the best paying job in insurance?

In insurance, executive roles such as Chief Underwriting Officer or Chief Risk Officer tend to have the highest salaries, often exceeding six figures annually. These positions require extensive experience, leadership skills, and often advanced certifications like CPCU or ARM, and they oversee large teams and strategic decision-making within insurance companies.

What is the highest paid position in insurance?

In insurance, executive roles such as Chief Executive Officer (CEO), Chief Underwriting Officer, or Chief Risk Officer tend to be the highest paid positions, often earning six-figure salaries plus bonuses. These roles require extensive experience, leadership skills, and industry knowledge, and they oversee company strategy, underwriting, and risk management functions.

What are implementation jobs?

Implementation jobs involve deploying and integrating new systems, software, or processes within an organization. In the context of insurance, these roles typically include setting up policies, configuring software platforms, and ensuring smooth adoption, often requiring project management skills and technical knowledge of insurance products.

What is insurance implementation?

Insurance implementation refers to the process of setting up and integrating insurance products, systems, or policies within an organization. This typically involves coordinating with stakeholders, configuring software platforms, training staff, and ensuring regulatory compliance. The goal is to make sure that new insurance offerings or systems are launched smoothly and efficiently, minimizing disruptions to business operations. Professionals in insurance implementation manage timelines, oversee data migration, and address any technical or operational challenges that arise during the transition.

What is the highest paying role in the insurance industry?

In the insurance industry, executive roles such as Chief Executive Officer (CEO), Chief Underwriting Officer, or Chief Risk Officer tend to be the highest paid. These positions require extensive experience, leadership skills, and often advanced certifications, and they oversee company strategy and operations. Compensation varies based on company size and location but generally includes high salaries, bonuses, and stock options.
What are popular job titles related to Insurance Implementation jobs in California? For Insurance Implementation jobs in California, the most frequently searched job titles are:
What job categories do people searching Insurance Implementation jobs in California look for? The top searched job categories for Insurance Implementation jobs in California are:
What cities in California are hiring for Insurance Implementation jobs? Cities in California with the most Insurance Implementation job openings:
Insurance Implementation jobs near you
Partner Implementation Consultant (Accounting/Audit Experience)

Partner Implementation Consultant (Accounting/Audit Experience)

FloQast

Los Angeles, CA • Hybrid

Full-time

Medical, Dental, Vision, Life, PTO

This job post has expired 1 day ago. Applications are no longer accepted.

Job description

The Partner Implementation Consultant will play a critical role in developing implementation partnerships and delivering learning programs to equip our implementation partners with the ability to understand FloQast's products and implement them. Driving relationship development and engagement with our outsourced implementation partners will be key to ensure the successful launch, adoption, expansion and advocacy for our suite of products.

*Visa sponsorship is NOT available at this time

What You'll Do
  • Onboard, Train and Provide Continuous Technical Education and Enablement to Assigned Partners
  • Build and Nurture Relationships with Consultants and Leadership at Assigned Partners
  • Drive Partner Success and Positive Client Experience by Ensuring Partners Have the Tools and Support to Conduct Successful Client Implementations
  • Manage Partner Implementation Pipeline and Track Progress of Client Implementations Conducted by Partners
  • Coordinate Cross-functionally and Execute on Partner Strategy
  • Track, Meet and Exceed on key Customer Experience and Partner Experience Metrics
  • Oversee Quality Assurance of Client Implementations and Partner Consultants Recruitment
  • Run weekly calls with key implementation partners to discuss onboarding progress, milestones, feedback, and status of client implementations
  • Any other tasks that may be assigned to help the company meet its goals.
What You'll Bring
  • 2+ years of public accounting or industry accounting experience 
  • BS degree in Accounting, Finance or related field
  • Thorough knowledge of basic accounting procedures and principles
  • Strong client-facing experience 
  • Highly energetic, positive and enthusiastic team player with strong interpersonal skills and collaborative orientation
  • Detail oriented with strong problem-solving and decision making skills
  • Self-starter with a high level of initiative and follow-through
  • Strong project management skills, and ability to work both independently and collaboratively to coordinate with multiple cross-functional teams to scope, execute, and measure effectiveness of the program
  • Excellent communication (written and verbal), interpersonal and consultative skills
  • Strong work ethic and integrity
  • Ability to work well under tight deadlines and respond to rapidly changing demands
Nice To Haves/Other
  • 1+ years of experience in partner implementation or partner management role
  • Prior user experience of either FloQast and/or other month end close software
  • Experience using Learning Management Systems 
  • Experience using Customer Success/Experience systems 
  • CPA preferred, or CPA eligible
  • Experience using Salesforce 
  • Strong working knowledge of FloQast as well as experience with implementing FloQast
#LI-DS1
#LI-hybrid
#BI-hybrid
 
The base pay range for this position is $80,000- $120,000. This position may be eligible for a bonus plan in addition to base pay. Compensation is not limited to base salary. FloQast values our Total Rewards, and offers a competitive and elaborate Benefits Package including, but not limited to, Medical, Dental, Vision, Family Forming benefits, Life & Disability Insurance, and Unlimited Vacation. FloQast reserves the right to amend, change, alter, and revise pay ranges and benefits offerings at any time. All applicants acknowledge that by applying to this position you understand that this specific pay range is contingent upon meeting the qualifications and requirements of the role, and for the successful completion of the interview selection and process. It is at the Company's discretion to determine what pay is provided to a candidate within the range associated with the role.

 
About FloQast:
FloQast is the leading AI-powered Accounting Transformation Platform, uniquely built by former accountants for accountants. We automate complex, recurring accounting workflows-transforming preparers into strategic reviewers and relieving accountants from tedious manual work. Our cloud-based solution is trusted by over 3,500 world-class accounting teams, including Lululemon, Doordash, and the MLB, to drive collaboration and financial accuracy. Driven by a mission to continuously elevate the profession, FloQast is redefining both the practice and the perception of accounting on a global scale. 
 
Our values act as a guiding compass, shaping every decision we make, and are non-negotiable, particularly in our hiring process. Alongside our employees, partners, and customers, we embody these values every day:
Unwaveringly Authentic 
Ambitious with Integrity
Empowered to Grow
Committed to Collaboration
Customer Obsessed in All Ways
 
FloQast is regularly rated as a Best Place to Work!
- Inc. Magazine's Best Workplaces in 2025, 2024, 2023, 2022, and 2021
- Best Places to Work by LA Business Journal since 2017 (that's 9 years!)
- Built In's Best Place to Work in Los Angeles 7 years in a row!
 
Because we are Customer Obsessed in All Ways, check out what our customers have to say about FloQast on G2 Crowd. 
 
If this aligns closely with what you are looking for, hit "Apply" and come join our growing team!
 
FloQast, Inc is committed to operating fair and unbiased recruitment procedures allowing all applicants an equal opportunity for employment, free from discrimination on the basis of religion, race, sex, age, sexual orientation, disability, color, ethnic or national origin, or any other classification as may be protected by applicable law. We aim to recruit the right people for the jobs we have to offer, and to assess applications on the basis of relevant skills, education, and experience. We welcome people of different backgrounds, experiences, abilities, and perspectives. We are an equal opportunity employer and strive to provide a professional and welcoming workplace for all employees.
 
Link to FloQast Recruiting AI Usage Policy
We may use artificial intelligence (AI) tools to support parts of the hiring process, such as reviewing applications, analyzing resumes, or assessing responses and identifying potential inconsistencies or verification signals in application materials based on available information. These tools assist our recruitment team but do not replace human judgment. Final hiring decisions are ultimately made by humans. If you would like more information about how your data is processed, please contact us.
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