Functional Analyst & Quality Lead

Anchor General Insurance Agency

San Diego (CA)

On-site

USD 100,000 - 115,000

Full time

14 days+

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Benefits offered by this job

Medical, dental, and vision insurance

401(k) retirement plan with company 2%

Hybrid work opportunities

Job summary

Anchor General Insurance Agency is seeking a Functional Analyst & Quality Lead to drive analysis, testing, and quality improvements across core insurance systems, with a focus on Insuresoft applications. You will collaborate with Business Operations, Underwriting, Claims, Billing, and IT to translate business needs into system requirements and actionable plans.

The role emphasizes functional testing, UAT coordination, and driving process improvements in a collaborative, growth‑oriented

Qualifications

Bachelor’s degree in Business Administration, Information Systems, or related field, or equivalent experience.
3+ years in auto or P&C insurance environment.
Hands-on Insuresoft experience with policy, claims, or billing modules.
Experience leading initiatives and cross-functional teams preferred.
Familiarity with SDLC, Agile/Scrum or Waterfall; Jira/Azure DevOps preferred.

Responsibilities

Serve as functional SME for Insuresoft applications, supporting policy, claims, and billing functions.
Analyze business needs and system functionality to identify improvements.
Gather, document, and evaluate requirements with stakeholders; translate into actionable specs.
Lead functional testing efforts for system changes, upgrades, and enhancements.
Coordinate UAT, document results, and prioritize defects for resolution.
Develop and maintain automated test scripts using in-house tools.
Mentor junior staff and coordinate cross-functional initiatives.

Skills

Analytical skills

Problem solving

Leadership

SDLC knowledge

Agile/Scrum

Education

Bachelor’s degree in Business/IS

Tools

Insuresoft

Jira

Azure DevOps

Job description

JOB TITLE: Functional Analyst & Quality Lead

DEPARTMENT: Business Operations

REPORTS TO: VP of Business Operations

FLSA STATUS: Exempt

SALARY RANGE: $100,000 – $115,000

ABOUT US

Anchor General Insurance is a growing insurance agency and carrier group built on

strong relationships, teamwork, and a commitment to providing quality service to our customers. We take pride in creating a workplace where employees are valued, supported, and have the opportunity to make a difference.

Our team members play an important role in delivering value to our customers and achieving our goals. We believe in collaboration, accountability, and giving employees the tools and support they need to succeed.

If you are looking for an opportunity with a stable company, a supportive team, and the chance to grow your skills and career, we invite you to explore joining Anchor General.

SUMMARY

The Functional Analyst & Quality Lead supports the analysis, improvement, and quality of the company’s core insurance systems and business processes, with a primary focus on Insuresoft applications. This role serves as a functional subject matter resource, working closely with Business Operations, Underwriting, Claims, Billing, IT, and other departments to evaluate business needs, define system requirements, improve processes, and ensure system changes meet business requirements.

The position also plays a key role in functional testing, user acceptance testing, defect identification, and implementation support. The ideal candidate combines strong analytical and problem-solving skills with hands‑on Insuresoft experience, a solid understanding of P&C insurance operations, and the ability to lead projects and cross‑functional initiatives.

This position offers an opportunity to progressively expand responsibilities through project leadership, mentoring, testing coordination, and increased involvement in business and operational strategy, with potential for future people‑management responsibilities.

ESSENTIAL DUTIES AND RESPONSIBILITIES

Serve as a functional subject matter resource for Insuresoft applications, supporting policy, claims, and/or billing functions.
Analyze business needs, operational challenges, and system functionality to identify opportunities for process and system improvements.
Gather, document, and evaluate business and functional requirements in collaboration with Underwriting, Claims, Billing, IT, and other stakeholders.
Translate business needs into clear, actionable requirements and supporting documentation, including business requirements, use cases, workflows, and process documentation.
Analyze application requirements and system changes to identify functional impacts and define testing needs.
Lead functional testing efforts for Insuresoft system changes, upgrades, and enhancements, including developing test plans, coordinating testing activities, and executing tests as needed.
Coordinate and support user acceptance testing (UAT), ensuring testing activities are organized, documented, and aligned with business requirements.
Review testing results, identify defects or gaps, and work with appropriate stakeholders to determine solutions and priorities.
Develop and maintain automated test scripts using the company’s in-house testing tools, as applicable.
Identify defects, data inconsistencies, process gaps, and system issues across applications; recommend and help prioritize solutions.
Participate in cross-functional meetings to analyze, review, and demonstrate new or modified systems, functionality, and processes.
Coordinate user training and provide functional support during system implementations, enhancements, and process changes.
Prepare reports, analysis, and recommendations regarding system and process issues, trends, and improvement opportunities for leadership review.
Contribute to the development and maintenance of Business Operations standards, procedures, documentation, and best practices.
Lead or coordinate assigned projects and cross-functional initiatives, ensuring appropriate communication, documentation, and follow-through.
Mentor and provide guidance to junior team members or other employees as responsibilities expand.
Take on progressively greater responsibility for testing coordination, project leadership, process improvement, and business operations initiatives, with potential for future people‑management responsibilities.

QUALIFICATIONS — EDUCATION AND EXPERIENCE

Bachelor’s degree in Business Administration, Information Systems, or a related field, or an equivalent combination of education and experience.
Minimum of three (3) years of experience in an auto or P&C insurance environment.
Hands‑on experience with Insuresoft applications required, including experience with one or more of the following: policy administration, claims, or billing.
Prior supervisory, team lead, project leadership, or project coordination experience preferred.
Experience leading initiatives, coordinating cross‑functional work, mentoring others, or directing work without direct supervisory authority preferred.
Experience with software testing, user acceptance testing (UAT), or quality assurance processes preferred.
Working knowledge of software development life cycle (SDLC) methodologies, including Agile/Scrum and/or Waterfall.
Familiarity with ticket‑tracking and project management tools such as Jira or Azure DevOps preferred.

KNOWLEDGE, SKILLS, AND ABILITIES

Strong analytical and problem‑solving skills, with the ability to translate complex or ambiguous business needs into structured requirements and solutions.
Strong understanding of auto/P&C insurance operations and compliance‑driven business processes.
Demonstrated ability to analyze systems and processes and identify opportunities for improvement.
Working knowledge of functional testing, test plan development, test execution, UAT, and defect documentation.
Excellent written and verbal communication skills, with the ability to effectively communicate with both technical and non‑technical audiences.
Demonstrated ability to lead projects, coordinate cross‑functional initiatives, and influence others without direct authority.
Strong organizational skills and the ability to manage multiple priorities, projects, and deadlines in a fast‑paced environment.
Demonstrated initiative, sound judgment, accountability, and ability to work independently.
Ability to learn new systems, processes, and technologies and apply that knowledge effectively.
Strong attention to detail and commitment to accuracy.
Proficiency with Microsoft Office 365, including Excel, Visio, and PowerPoint.
Demonstrated leadership potential and interest in progressively expanding responsibilities into mentoring, people management, and broader business operations.