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New Business Processor Jobs in Santa Rosa, CA (NOW HIRING)

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New Business Processor information

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How much do new business processor jobs pay per hour?

As of Sep 4, 2026, the average hourly pay for new business processor in Santa Rosa, CA is $18.30, according to ZipRecruiter salary data. Most workers in this role earn between $14.71 and $21.01 per hour, depending on experience, location, and employer.

What is a new business processor?

New Business Processors are professionals who handle the initial processing and setup of new client accounts, policies, or contracts within financial, insurance, or similar organizations. They review, verify, and enter client information, ensuring all documentation is complete and accurate before forwarding it for further approval or underwriting. Their work is crucial to maintaining efficient workflow, regulatory compliance, and positive client experiences during the onboarding process.

What skills and qualifications are needed to be a new business processor?

To thrive as a New Business Processor, you need strong organizational skills, attention to detail, and a foundational understanding of insurance or financial products, often supported by a high school diploma or relevant experience. Familiarity with customer relationship management (CRM) systems, document management software, and industry-specific platforms is typically required. Excellent communication, problem-solving abilities, and the capacity to manage time effectively are crucial soft skills. These skills ensure accurate processing of new business applications, minimize errors, and facilitate efficient client onboarding.

What are common challenges faced by new business processors during client onboarding?

New Business Processors often encounter challenges such as managing tight deadlines, ensuring that all client documentation is accurate and complete, and coordinating with multiple internal departments like underwriting and compliance. Navigating diverse client requirements and adapting to frequent policy or system updates can also be demanding. However, strong organizational skills, clear communication, and attention to detail are key to overcoming these obstacles and ensuring a smooth onboarding experience for new clients.

What is the difference between New Business Processor vs Customer Service Representative?

AspectNew Business ProcessorCustomer Service Representative
CredentialsBasic office skills, sometimes industry-specific certificationsSame as New Business Processor, often with customer service training
Work EnvironmentOffice setting, processing new client applicationsOffice or call center, handling customer inquiries
Employer & IndustryFinancial, insurance, banking sectorsRetail, telecom, banking sectors
Search & ComparisonOften compared for roles involving client onboardingMore focused on ongoing customer support

The main difference is that a New Business Processor primarily handles onboarding and processing new client applications, while a Customer Service Representative focuses on ongoing customer support and issue resolution. Both roles require strong communication skills and industry knowledge but serve different stages of the customer lifecycle.

What job categories do people searching New Business Processor jobs in Santa Rosa, CA look for?

The top searched job categories for New Business Processor jobs in Santa Rosa, CA are:

What cities near Santa Rosa, CA are hiring for New Business Processor jobs?

Cities near Santa Rosa, CA with the most New Business Processor job openings:

Senior Consultant, Business Process Reimagination, AI & Automation

Infosys Consulting

Sonoma, CA โ€ข On-site

$116K - $148K/yr

Other

Medical, Dental, Vision, Life, Retirement, PTO

Posted 8 days ago


Job description

Senior Consultant, Business Process Reimagination, AI & Automation, North America


About the role

The applicant should have experience in advising Insurance client executives, both business and IT, and experience leading teams working on Insurance business process reimagination, optimization, AI and Automation engagements. Applicants should have some of the following experiences:

  • Experience in working on Insurance Business Process across multiple Insurance product lines
  • Life
  • Annuities
  • Brokerage
  • Property & Casualty (Personal and Commercial Lines)
  • Employee Benefits
  • Disability Insurance
  • Long Term Care
  • Worked across the insurance value chain line of Underwriting, Claims, New Business, Policy Servicing, etc.
  • Process reimagination, process optimization, change management, design thinking type techniques.
  • Experience in process discovery, process assessment by identifying opportunities for process improvement and business process automation.
  • Worked on end-to-end current state mapping and future state solution creation.
  • Experience in end-to-end business process automation engagements with insurance carriers.
  • Must have implemented different intelligent automation capabilities for insurers including RPA, RDA, Intelligent Document Processing (IDP / iOCR), AI/ML, Chat BOTS and GenAI.
  • Digital transformation, modernization programs.
  • Experience with BPMN tools including not limited to IBM Blue Works, Visio, etc.
  • Experience implementing Automation platforms like UiPath/BluePrism/Automation Anywhere/Pega Robotics/Appian for Insurance operations.
  • Agile / Scrum / Kanban Methodology.
  • Competency in SharePoint, PowerBI, JIRA/Trello/ADO.



Additional Consulting Responsibilities

  • Client Relationship and Development: Regularly interacts with clients, including clients at senior levels. Expresses himself/herself well to clients and answers questions fluidly. Earns clientโ€™s respect.
  • Client Delivery: Delivers high-quality client outputs on time, more or less independently: Seeks advice and counsel where needed. Begins to mentor and direct the efforts of others.
  • Consulting Behaviours: Works independently with minimal oversight. Identifies and seizes opportunities by taking decisive action. Maintains flexibility on the job; adjusts schedule, tasks, and priorities when necessary. Demonstrates learnability. Shows willingness to step outside of comfort zone and take on new challenges and responsibilities. Engages in firm and practice building.
  • Core Consulting Skills: Constructs simple, complete, compelling business cases to support recommendations. Masters facilitation and meeting skills; plans and leads effective meetings; understands different decision-making styles and drives decision-making. Masters basic presentation skills. Delivers credible presentations for client work; leads discussions with clients at peer or team lead level. Develops focused expertise in a particular horizontal or vertical area.


Basic Qualifications

  • Bachelorโ€™s degree or foreign equivalent required.
  • At least 5 years of relevant work experience with a P&C insurer or comparable consulting services.
  • Worked across the insurance value chain line of Underwriting, Claims, New Business, Policy Servicing, etc.
  • Candidates authorized to work for any employer in the United States without employer-based visa sponsorship are welcome to apply. Infosys is unable to provide immigration sponsorship for this role at this time.
  • Multitask, engage with stakeholders, plan effectively, and consistently achieve operational goals.
  • Excellent relationship-building abilities.
  • Ability to collaborate with resources in global delivery model.
  • Experience in Agile and/or hybrid methodologies.


Preferred Qualifications

  • MBA or equivalent advanced degree, Industry-related certification preferred.
  • Creative problem solver
  • Strategic mindset and the ability to collaborate with other team members.

For candidates based out of CA, WA, NY, IL, MN, NJ states, estimated annual gross compensation range is $116,875 to $148,125.


Along with competitive pay, as a full-time Infosys employee you are also eligible for the following benefits:-

  • Medical/Dental/Vision/Life Insurance
  • Long-term/Short-term Disability
  • Health and Dependent Care Reimbursement Accounts
  • Insurance (Accident, Critical Illness, Hospital Indemnity, Legal)
  • 401(k) plan and contributions dependent on salary level
  • Paid holidays plus Paid Time Off

EEO/About Us :

About Us

Infosys Consulting is a next-generation consulting partner that bridges strategy and execution. With an AI-first mindset, deep industry knowledge, and the combined strengths of business and technology consulting, it helps enterprises turn bold vision into tangible outcomes, faster, smarter, and at scale.


Infosys Consulting is helping some of the worldโ€™s most recognizable brands transform and innovate. Our consultants are industry experts that lead complex change agendas driven by disruptive technology. With offices in 20 countries and backed by the power of the global Infosys brand, our teams help the C-suite navigate todayโ€™s digital landscape to win market share and create shareholder value for lasting competitive advantage.


EEO

Infosys provides equal employment opportunities to applicants and employees without regard to race; color; sex; gender identity; sexual orientation; religious practices and observances; national origin; pregnancy, childbirth, or related medical conditions; status as a protected veteran or spouse/family member of a protected veteran; or disability.