Insurance

• Import, clean, validate, and reconcile data from insurers, TPAs, brokers, and other sources
• Create incident and claims performance reports identifying trends, anomalies, and root causes
• Track corrective actions and risk-improvement items identified during risk control surveys
• Monitor vendor compliance with insurance requirements, safety protocols, and risk policies
• Partner with Property Management on Tenant Damage Waiver and Security Deposit Alternative Programs
• Collect and validate underwriting and exposure information for insurance renewals and new placements
• Analyze total cost of risk and report year-over-year changes using exposure data
• Establish working relationships with colleagues, insurers, and brokers
• Maintain schedules of insured assets, including property values, vehicles, locations, and employee/payroll data
• Maintain safety training records and support OSHA recordkeeping using Forms 300/300A/301
• Monitor policy expirations, audit deadlines, and renewal timelines
• Perform benchmarking against industry, carrier, and peer data
• Complete additional projects and tasks as needed

Senior Analyst, Risk Management

• Connect with prospective customers through leads, referrals, outbound calls, and follow-up
• Build rapport and uncover each customer’s needs and priorities
• Quote and sell Auto, Home, Life, Business, and other insurance products
• Manage an active pipeline and consistently follow up with prospects
• Work through questions and objections and confidently ask for the sale
• Identify cross-selling opportunities with new and existing customers
• Work toward individual production goals and agency growth targets
• Track sales activity and customer conversations
• Participate in ongoing coaching, training, and development

Insurance Agent

• Collaborate with Client Advisory teams to support prospect and client meetings
• Order designated summaries ahead of client review target dates
• Support preparation of stewardship reviews
• Update summaries and create spreadsheets and other requested documents
• Bind materials, obtain quotes, and remarket when applicable
• Establish Applied system files for new business
• Create binders, identification cards, and cancellation forms
• Coordinate delivery of new business policies
• Quote coverage via carrier websites and obtain policy declarations
• Locate carrier-specific information
• Schedule client, carrier, and guest visits
• Manage security clearances and reserve meeting spaces
• Provide proper greetings for visitors
• Process endorsements
• Handle mortgage/lienholder inquiries
• Respond to client identification requests
• Address billing inquiries

Insurance Associate

• Make first contact with policyholders on farms or ranches after a loss
• Complete field inspections, read maps and aerial photos, measure fields and storage bins, and collect production records
• Assess damage or loss and manage claims through settlement
• Work regularly in the field on farms, including climbing grain bins and walking over rough terrain for long distances
• Apply ProAg adjusting guidelines and policy provisions to Multi-Peril Crop Insurance, Crop Hail, and Named Peril policies
• Perform fact-finding to determine causes and percentages of loss using independent judgment
• Escalate unresolved issues to the Area Claims Supervisor
• Convey regulations and procedural interpretations to claimants, agents, and industry people
• Communicate ProAg's position on developing industry topics, specialty crops, and expanding coverage programs
• Expand knowledge of RMA rules, regulations, and ProAg procedures for MPCI, Crop Hail, and Federal Crop Insurance
• Work from home while covering a San Joaquin Valley territory, with travel up to 75% and occasional travel beyond the assigned territory

Crop Insurance Adjuster

• Perform audit or review procedures and assist with other assigned projects
• Understand clients’ businesses, industries, accounting systems, and control systems
• Assess risks and evaluate clients’ internal control structures
• Perform and document analytical procedures, substantive tests, and tests of controls
• Identify and resolve accounting or reporting issues
• Review or draft financial statements and other client deliverables
• Direct, train, supervise, and review staff and experienced staff auditors
• Build and maintain client relationships
• Participate actively in all phases of client engagements, from planning to issuance
• Demonstrate proficiency in technical skills, work quality, and professional and firm standards

Senior Audit – Assurance, Advisory

• Network through various means, including daily sales calls with prospective clients, by introducing the Company, developing a profile, providing a value proposition, and documenting results
• Maintain frequent telephone, email, and marketing-mailer communications with established and previous customers to identify additional business opportunities
• Educate clients on different types of insurance coverage and make recommendations based on their unique needs
• Gather, complete, and maintain insurance documents for easy access while ensuring client confidentiality
• Perform other responsibilities as assigned

• Proactively call and engage existing agency clients to identify life insurance opportunities
• Conduct a high volume of outbound calls and client follow-ups each day
• Review existing client relationships to identify households and business clients with potential life insurance needs
• Conduct life insurance needs assessments and recommend appropriate solutions
• Quote, present, and close life insurance policies
• Consistently follow up with prospects throughout the sales process
• Maintain an organized pipeline of opportunities and upcoming follow-ups
• Document client conversations and sales activity within agency systems
• Work collaboratively with Personal Lines and Commercial teams to identify life insurance opportunities
• Meet or exceed established monthly production and activity goals
• Maintain strong product knowledge and stay current on life insurance products and underwriting requirements

Life Insurance Sales Specialist

• Explore, recommend, and coordinate insurance and potential financial assistance options for kidney dialysis patients
• Meet regularly with dialysis patients at assigned clinics to educate and coordinate insurance options
• Educate patients about Medicare, Medicaid, Medicare Supplement, State Renal programs, and COBRA
• Assist eligible patients with Medicare applications, open enrollment, and reinstatement paperwork
• Determine Medicare eligibility and liaise with local Social Security offices and Medicare agents
• Monitor and verify Medicaid status and determine spend-down amounts
• Evaluate patients' financial information and complete initial and annual indigent waiver applications
• Monitor and update patient insurance information for the Accounts Receivable Department
• Resolve insurance discrepancies, disputed claims, and non-payment paperwork
• Meet with patients receiving direct insurance payments to ensure Fresenius receives payment for dialysis treatments
• Prepare, analyze, and review monthly caseload and billing-system reports
• Provide QA team members with monthly insurance-status information and action-plan documentation
• Complete monthly audit exams and follow internal policies
• Present insurance and financial assistance options to patients as needed
• Assist with projects assigned by the direct supervisor and perform other duties as assigned

Insurance Coordinator

• Lead, mentor, and inspire a team of associates to deliver exceptional customer service
• Guide team members in resolving complex customer inquiries and claims
• Develop team members' skills and support their growth
• Monitor and evaluate team performance using KPIs
• Improve efficiency, customer satisfaction, and retention
• Hold the team accountable for results, insurance-regulation compliance, and outstanding service
• Address escalated customer concerns
• Collaborate with leadership and cross-functional teams on process improvements
• Serve as a resource on insurance-related questions
• Provide mentorship and training to build industry knowledge

Insurance Unit Manager – Supervisor

• Vet the quality of insurance knowledge work tasks and model outputs
• Identify missing behaviors, weak reasoning, flawed actuarial assumptions, misapplied policy language, and answers that would not survive professional scrutiny
• Write instruction specifications and produce golden solutions to insurance and actuarial problems
• Define new tasks reflecting how insurance work is performed in practice
• Design challenging insurance tasks and evaluation sets
• Help build domain-specific skills and tools with the research team
• Collaborate with client researchers and adjacent-field specialists to maintain consistent standards
• Translate tacit insurance judgment into explicit, teachable criteria
• Work directly with a leading AI lab's research and program management teams to improve frontier AI reasoning about insurance work

Insurance jobs in California

Senior Analyst, Risk Management

Insurance Agent

Insurance Associate

Crop Insurance Adjuster

Senior Audit – Assurance, Advisory

Insurance Agent

Life Insurance Sales Specialist

Insurance Coordinator

Insurance Unit Manager – Supervisor

Insurance Domain Expert