Demo

Document Functionality Analyst I

Aspire General Insurance
Rancho Cucamonga, CA Full Time
POSTED ON 6/17/2026
AVAILABLE BEFORE 7/16/2026
Description

Aspire General Insurance Company and its affiliated general agent, Aspire General Insurance Services, are on a mission to deliver affordable specialty auto coverage to drivers without compromising outstanding service.

Our company values can best be described with ABLE: to always do the right thing, be yourself, learn and evolve, and execute. Join our team where every individual takes pride in driving their role for shared success.

The Document Functionality Analyst I is responsible for ensuring that all system-generated documents — including policy

forms, notices, and correspondence — function accurately and efficiently within company systems. This role bridges the

gap between business operations and system configuration, validating that each document populates the correct data,

triggers under appropriate conditions, and meets compliance and formatting standards. In short, A Document

Functionality Analyst ensures that every document not only looks right but works right — technically, logically, and

operationally.

The ideal candidate has strong analytical skills, a keen eye for detail, and the ability to identify, document, and resolve

functional issues related to automated document generation.

Essential Duties And Responsibilities

  • Review, analyze, and test system-generated documents in both staging and production environments.
  • Validate that documents fire correctly based on established business rules and event triggers.
  • Ensure that all variables, data mappings, and conditional logic populate accurately within each document.
  • Identify and troubleshoot functional and formatting issues, working closely with specialists to resolve them.
  • Collaborate with IT/Systems, Business Analysts, Compliance/Regulatory Affairs, Underwriting, Customer Service,

Accounting, and Claims teams.

  • Participate in document change requests, testing, and release validation.
  • Maintain detailed testing records, version histories, and issue logs.
  • Support internal audits and quality reviews by providing documentation and test evidence.
  • Recommend improvements to document processes, testing workflows, and functionality standards.
  • Measure and report on project performance to identify areas for improvement.
  • Understand insurance, policy activities, management processes, and billing as they relate to documents.
  • Develop and maintain reporting for management and business partners.
  • Keep management informed of progress, risks, and blockers.
  • Forecast resource needs, prioritize work, and meet deadlines.
  • Maintain prompt and regular attendance.
  • Perform other duties as assigned.

Requirements

SKILLS AND EDUCATIONAL REQUIREMENTS:

  • 1-3 years experience in an insurance related role, preferred.
  • Associate degree in Business, Information Systems, or a related field; equivalent combination of education and

experience will be considered.

  • 1-3 years experience in an IT related role, preferred.

Document Functionality Analyst I 10/2025

  • Basic understanding of personal insurance business. This includes understanding of products, coverage’s, claim,

underwriting, distribution channels, and business/sale centers;

  • Basic experience in Personal Auto insurance, preferred;
  • Basic experience in business process and/or data analysis and data profiling;
  • Basic leadership, innovation and initiating skills;
  • Basic critical thinking, problem solving and data analysis skills;
  • Basic proficiency with MS Word, MS Excel, MS PowerPoint, MS Access and SQL preferred, ability to use internet

and adapt to new software programs and changes in technology;

  • Ability to set priorities and perform multiple tasks;
  • Ability to solve practical problems; deal with concrete variables in situations; and to interpret a variety of

instructions furnished in written, oral, diagram, or schedule form;

  • Ability to manage increased levels of responsibility;

Inter-relationship Component

  • Ability to develop excellent working relationships with coworkers.
  • Ability to communicate with others in an effective and friendly manner, one that is conducive to being a

conscientious team member, fostering a spirit of goodwill, indicative of a professional environment and

atmosphere;

  • Ability to communicate orally and in writing with others to explain complex issues, receive and interpret complex

information;

  • Able to represent the company in a professional manner and contribute to the corporate image;
  • Ability to manage multiple projects and work assignments.

Working Conditions

  • Physical attendance / hybrid work schedule is required based on location (only required if within a certain

distance of our physical office locations).

  • This position may require mandatory overtime as deemed appropriate by management;
  • The office is that of a highly technical company supporting a paperless environment;
  • Travel may be required;
  • Vision abilities to work at close range and with small print;
  • Physical efforts required include, but may not be limited to, verbally communicating detailed and important

information

Benefits: Medical, Dental, Vision, HSA*, PTO, 401k, Company observed Holidays

Individuals seeking employment at Aspire General Insurance Services LLC are considered without regards to race, color, religion, national origin, age, sex, marital status, ancestry, physical or mental disability, veteran status, gender identity, or sexual orientation in accordance with federal and state Equal Employment Opportunity/Affirmative Action record keeping, reporting, and other legal requirements.

  • Dependent on plan selected

Compensation may vary based on several factors, including candidate's individual skills, relevant work experience, location, etc.

Salary.com Estimation for Document Functionality Analyst I in Rancho Cucamonga, CA
$62,548 to $80,496
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