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

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How much do new business processor jobs pay per hour?

As of Aug 6, 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 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 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 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 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 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:
New Business Processor jobs near you

B2B Sales Executive

City Wide Facility Solutions

Bodega Bay, CA • On-site

$80K - $109K/yr

Full-time

Medical, Dental, Vision, Retirement, PTO

Re-posted 26 days ago

Job description

City Wide Facility Solutions is seeking a tenacious closer to join our Sales Team! If you aggressively prospect for business, sell with confidence and integrity, and have a deep understanding of your clients' needs, our team is waiting for you!

As a B2B Sales Executive, you will be responsible for new business development in a highly productive, sales-driven environment. You will be responsible for the full sales cycle, from lead generation to close. Working closely with account managers and your sales team, you will establish and nurture mutually profitable business relationships with clients.

In this position you will:

  • Identify and qualify potential clients.
  • Initiate the sales process by scheduling appointments, understand account requirements, and make initial presentations.
  • Closes sales by building rapport with potential accounts, explaining our service capabilities, overcoming objections, and preparing contacts.
  • Conduct a minimum of 20 hours prospecting each week.
  • Utilize and manage your customer relationship management system (CRM) to maintain all customer information.
  • Maintain and manage your Hot 25 list in CRM.
  • Maintain a positive work atmosphere by behaving and communicating in a manner so that you get along with Clients, co-workers, and supervisors.
  • Other duties as assigned by management.

Requirements

3+ years of sales experience preferred.

3+ years of experience in B2B inside and outside sales with a demonstrated ability to close preferred.

B2B sales experience within the last 2 years with a demonstrated track record of success is required.

Experience closing short-cycle B2B sales preferred.

Experience selling in facility services, janitorial services, building maintenance services, other recurring commercial services, or broader B2B services is required.

Proficiency with CRM systems preferred.

Prior sales training certificate, e.g., Sandler, President's Club, Dale Carnegie, etc., preferred.

An excellent communicator with the ability to facilitate a presentation or a one-to-one meeting preferred.

Demonstrated ability to coordinate team activities and work effectively with operations and marketing teams preferred.

Strong communication and presentation skills preferred.

Proficiency with Microsoft Office preferred.

Eligible to work in the United States is required.

Benefits

Compensation:

Annual salary: 70,000-120,000 USD/year

Benefits

City Wide offers a competitive compensation and benefits package to include medical, dental, and vision benefits; 401k with match; PTO and paid holidays.

City Wide is an Equal Opportunity Employer.

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