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Insurance Implementation Jobs in Simi Valley, CA

Karbon

Implementation Specialist

Los Angeles, CA · Remote

As an Implementation Specialist, you will lead customers through onboarding, data migration ... Fully company paid life insurance * 401(k) with company matching * Flexible Spending Account * Up ...

Rently

Implementation Project Manager

Camarillo, CA

$90K - $95K/yr

As an Implementation Project Manager, you'll own the client onboarding experience from contract ... Full-Time Employee Benefits: 75% monthly medical, dental, vision, disability, and life insurance ...

Rently

Implementation Project Manager

Camarillo, CA · On-site

$90K - $95K/yr

As an Implementation Project Manager, you'll own the client onboarding experience from contract ... Full-Time Employee Benefits: 75% monthly medical, dental, vision, disability, and life insurance ...

Rently

Implementation Project Manager

Camarillo, CA · On-site

$90K - $95K/yr

As an Implementation Project Manager, you'll own the client onboarding experience from contract ... Full-Time Employee Benefits: 75% monthly medical, dental, vision, disability, and life insurance ...

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Showing results 1-20

All JobsInsurance Implementation JobsInsurance Implementation Jobs in Simi Valley, CA

Insurance Implementation information

See Simi Valley, CA salary details

$40.3K

$106.9K

$173.4K

How much do insurance implementation jobs pay per year?

As of Aug 25, 2026, the average yearly pay for insurance implementation in Simi Valley, CA is $106,862.00, according to ZipRecruiter salary data. Most workers in this role earn between $77,900.00 and $124,900.00 per year, depending on experience, location, and employer.

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 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 are insurance implementation jobs?

Insurance implementation jobs involve coordinating the setup and integration of insurance policies, systems, or products for clients or companies. These roles often require knowledge of insurance processes, strong project management skills, and familiarity with industry software. They may include tasks such as policy onboarding, system configuration, and ensuring compliance with regulations.

What job categories do people searching Insurance Implementation jobs in Simi Valley, CA look for?

The top searched job categories for Insurance Implementation jobs in Simi Valley, CA are:

What cities near Simi Valley, CA are hiring for Insurance Implementation jobs?

Cities near Simi Valley, CA with the most Insurance Implementation job openings:

Insurance Implementation jobs near you

Implementation Specialist

Karbon

Los Angeles, CA • Remote

Full-time

Re-posted 2 days ago

Job description

About Karbon

Karbon is the global leader in AI-powered practice management software for accounting firms. We provide an award-winning cloud platform that helps tens of thousands of accounting professionals work more efficiently and collaboratively every day. With customers in 40 countries, we have grown into a globally distributed team across the US, Australia, New Zealand, Canada, the United Kingdom, and the Philippines. We are well-funded, ranked #1 on G2, growing rapidly, and have a people-first culture that is recognized with Great Place To Work® certification and on Fortune magazine's Best Small Workplaces™ List.

About the Role:

As an Implementation Specialist, you will lead customers through onboarding, data migration, implementation, and training for small to mid-sized firms. You'll act as a trusted partner during the implementation phase, supporting customers as they adopt Karbon and ensuring they achieve rapid time-to-value and long-term success on the Karbon platform.

As an Implementation Specialist, you will...

  • Own the customer implementation journey: Manage end-to-end implementation projects for small to mid-sized accounts, building and maintaining project plans, tracking milestones, and ensuring deliverables are completed on time, escalating complexity as needed.
  • Communicate across multiple stakeholders: Partner primarily with firm administrators and key users to align priorities, clarify responsibilities, and maintain momentum throughout the implementation.
  • Facilitate structured onboarding: Lead kickoff meetings, configuration sessions, and training sessions using established frameworks and playbooks, adapting delivery to customer needs.
  • Provide professional guidance: Guide customers on Karbon best practices for workflow setup and day-to-day usage, helping firms establish efficient and repeatable processes.
  • Coach through change management: Help customers prepare their teams for new processes, reinforce adoption, and address common questions or resistance during implementation.
  • Ensure data integrity: Support customers in importing contacts and work items, leveraging Excel and other tools to ensure accuracy and completeness.
  • Identify and mitigate risks: Monitor project progress and flag potential delays or adoption challenges early, escalating risks to senior team members when appropriate.
  • Collaborate internally: Partner with Sales, Customer Success, Product, and Support teams to ensure seamless customer handoffs and capture valuable feedback.
  • Deliver measurable value: Help customers achieve early wins and milestones that demonstrate value and set the foundation for long-term success with Karbon.
  • Use AI in day-to-day implementation work, including ChatGPT licenses and AI-driven workflow automations, to support project planning, customer communications, and process optimization.

About You
  • You have 2-4+ years of experience in B2B SaaS Implementations
  • You have experience with end-to-end technical implementations
  • You are comfortable managing multiple customer projects simultaneously with clear priorities and organization.
  • You enjoy customer-facing work and are confident in facilitating meetings and training sessions with administrators and end users.
  • You have strong communication and presentation skills and can translate technical concepts into clear, actionable guidance.
  • You are consultative and curious, open to feedback, and eager to grow your implementation and advisory skills.
  • You have strong attention to detail and pride yourself on accuracy and follow-through.
  • You enjoy working with data and systems, ensuring integrity throughout migrations and configuration.
  • You are adaptable and resilient, thriving in environments where processes and priorities continue to evolve.
  • You are comfortable working remotely and managing your time independently.

Bonus points if you have:
  • Experience in the accounting or tax industry.
  • Previous experience with workflow, accounting, or project management software.
  • Background in software onboarding or enterprise implementations.
  • Knowledge of change management frameworks.
  • Experience in a startup or high-growth SaaS environment.
  • Deep knowledge and hands-on experience using Karbon.

Why work at Karbon?

  • Gain global experience across the USA, Australia, New Zealand, UK, Canada and the Philippines
  • Excellent benefits package including:
    • Paid Flexible Time Off with an encouraged 3 weeks use per year
    • Company paid medical for you and eligible spouse/partner and dependents
    • Company paid dental and vision and eligible spouse/partner and dependents
    • Fully company funded short and long term disability
    • Fully company paid life insurance
    • 401(k) with company matching
    • Flexible Spending Account
    • Up to 8 weeks paid parental leave
    • Work-from-home stipend
  • Work with (and learn from) an experienced, high-performing team
  • A collaborative, team-oriented culture that embraces diversity, invests in development and provides consistent feedback
  • Be part of a fast-growing company that firmly believes in promoting high performers from within

As we hire across various locations within the USA we are required by law to include a reasonable estimate of the compensation range for this role.

The range provided is broad and takes into consideration a wide range of factors that are reviewed when making a hiring decision, such as physical location/cost of living in that location, years of experience, skills, and other business needs.

It is not typical for a candidate to be hired at or near the top of the pay range and each compensation decision is dependent on each individual case. The base salary is one component of the total compensation package, which for some roles may include a target bonus, for some roles very competitive equity grant, and very generous benefits. While we believe competitive compensation is a critical aspect of you deciding to join us, we do hope you also spend time considering why our mission, purpose and values are right for you. We are creating something transformational here, and we hope you are as excited about the future as we are!

The estimated base salary range for this role is:
$73,000—$82,000 USD

Please be aware that Karbon will only contact you via email from our domain, karbonhq.com. If you receive an email from any other domain, please do not click any of those links.

Karbon embraces diversity and inclusion, aligning with our values as a business. Research has shown that women and underrepresented groups are less likely to apply to jobs unless they meet every single criteria. If you've made it this far in the job description but your past experience doesn't perfectly align, we do encourage you to still apply. You could still be the right person for the role!

We recruit and reward people based on capability and performance. We don't discriminate based on race, gender, sexual orientation, gender identity or expression, lifestyle, age, educational background, national origin, religion, physical or cognitive ability, and other diversity dimensions that may hinder inclusion in the organization.

Generally, if you are a good person, we want to talk to you.