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Warner Pacific Insurance Services

Multi-Market Analyst

Warner Pacific Insurance Services

Multi-Market Analyst handling Level Funded new business analysis and RFP management for Broker communications. Collaborating with internal teams and maintaining CRM documentation.

Posted 5/8/2026full-timeWestlake Village • California • 🇺🇸 United StatesMid-LevelSenior💰 $26 - $40 per hourWebsite

About the role

Key responsibilities & impact
  • Responsible for managing the analytical, carrier-facing, and consultative aspects of Level Funded new business.
  • Leads census analysis, carrier RFP submissions, proposal reviews, and broker communications.
  • Ensures accurate quoting and underwriting alignment.
  • Works closely with Sales Teams, Brokers, Case Intake Specialists, and carrier partners.
  • Maintains real-time updates in CRM systems to ensure accurate visibility and reporting.
  • Communicates carrier feedback and next steps clearly and professionally.
  • Collaborates with internal teams to identify process improvements and efficiency opportunities.

Requirements

What you’ll need
  • High School diploma or equivalent required; additional education preferred.
  • Minimum of 3 years of experience in Level Funded, large group, or underwriting-adjacent roles.
  • Intermediate to advanced proficiency in Excel and spreadsheet analysis.
  • Experience with CRM systems such as Salesforce.
  • Strong analytical, problem-solving, and organizational skills.
  • Ability to manage competing priorities in a fast-paced environment.

Benefits

Comp & perks
  • Health insurance
  • 401(k) + match
  • Paid Time Off
  • Flexible work arrangements
  • Medical benefits
  • Dental benefits
  • Vision benefits
  • Short- and long-term disability benefits
  • Life insurance
  • Merit increases
  • Paid holidays

ATS Keywords

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Applicant Tracking System Keywords

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Hard Skills & Tools
Excelspreadsheet analysis
Soft Skills
analytical skillsproblem-solving skillsorganizational skillscommunication skills