IT Computer System Analyst

Reporting Requirements: Must report to Irvine office 4 days a week.

A leading insurance brokerage, is seeking an IT Computer Systems Analyst who can bridge the gap between business operations and technology. This role is ideal for a systems analyst or business analyst with strong technical aptitude who enjoys working directly with end users, improving business processes, and supporting enterprise applications.

The analyst will partner with department leaders to evaluate workflows, gather business requirements, troubleshoot system issues, and implement technology solutions that improve efficiency and the employee experience.

Key technologies include Microsoft 365, SharePoint, Teams, Power Automate, Power BI, SQL, and business applications used within the insurance industry.

Key Candidate Profile:

• 3+ years of experience in systems analysis, business application support, or a related IT role.
• Strong experience gathering requirements, documenting processes, and translating business needs into technology solutions.
• Hands-on experience with Microsoft 365, SharePoint, Teams, Power Automate, reporting tools, and system implementations.
• Ability to troubleshoot application and integration issues, work with vendors, and train end users.
• Experience with insurance agency management systems, document management platforms (such as ImageRight), or financial services applications is highly preferred.
• Strong communication skills with the ability to work effectively with both technical and non-technical stakeholders.

Why This Role Matters: This individual will play a key role in driving process improvement, automation, reporting, data quality initiatives, system upgrades, and future technology projects, including support for acquisitions and business grow.

Summary

The IT Computer Systems Analyst evaluates business needs and translates them into practical technology solutions that improve efficiency, system reliability, and the employee and client experience at Company This role works with business departments, IT team members, and vendors to analyze workflows, define requirements, configure and support applications, and implement system improvements.

The position supports business applications, Microsoft 365, and related computer systems used throughout a retail insurance brokerage. Responsibilities include troubleshooting system issues, coordinating testing and upgrades, improving data quality and reporting, documenting procedures, and training employees. The analyst works with infrastructure and security personnel to ensure solutions follow established technology, access, and information security standards.

Standards Of Performance

• Consistently adhere to professional standards and demonstrate the company’s

mission and core values in daily activities.

• Maintain strict confidentiality of client, carrier, employee, and other sensitive company information.

• Provide responsive, respectful service and explain technical information clearly to technical and nontechnical audiences.

• Analyze business needs thoroughly and recommend solutions that are practical, secure, and aligned with department priorities.

• Maintain accurate requirements, support records, system documentation, and project status updates.

• Complete assignments within agreed timelines; promptly communicate risks, delays, and unresolved issues.

• Identify opportunities to reduce manual work, improve data accuracy, and increase effective use of existing technology.

• Collaborate with colleagues, accept feedback, and maintain current knowledge of supported systems and relevant technology.

Essential Duties and Responsibilities

Business Needs and Systems Analysis

• Meet with department leaders and employees to understand business processes, service needs, and system challenges.

• Document current workflows, user requirements, functional specifications, and proposed process or system changes.

• Evaluate solution options, including configuration changes, integrations, automation, and enhancements to existing applications.

• Assess impacts on users, data, security, costs, and related systems; present recommendations to IT leadership for approval.

Application Configuration and Support

• Configure, maintain, and support assigned business applications, Microsoft 365 tools, document management platforms, and related systems within authorized access.

• Investigate application, workstation, connectivity, and integration issues; identify root causes and coordinate resolution with IT personnel or vendors.

• Track support requests, document troubleshooting and resolutions, and escalate infrastructure, security, or complex application issues appropriately.

• Support approved user provisioning, role changes, and access reviews in coordination with IT and designated business owners.

Process Improvement and Automation

• Identify repetitive tasks and recommend workflow improvements that support consistent service delivery across SCM departments.

• Develop or configure approved workflows, forms, notifications, and automation using tools such as Microsoft Power Automate, SharePoint, and Teams.

• Assist with evaluating approved AI and technology tools for business use while following company security and data handling requirements.

• Measure results of implemented changes and recommend adjustments based on user feedback and operational outcomes.

Data Reporting and Integrations

• Analyze data quality and reporting needs; develop or maintain approved reports, queries, and dashboards.

• Assist with data mapping, validation, imports, exports, and interfaces between supported systems.

• Investigate data discrepancies and integration failures; coordinate corrections with system owners and vendors.

• Apply established access controls and secure handling procedures when working with company data.

Testing and Change Implementation

• Prepare test plans and acceptance criteria based on approved business requirements.

• Perform functional, integration, and regression testing; coordinate user acceptance testing and document defects and resolutions.

• Assist with system upgrades, deployments, migrations, and application implementations, including cutover and rollback planning.

• Follow change approval procedures, communicate anticipated impacts, and provide support after implementation.

Documentation and Employee Training

• Maintain system configurations, workflow diagrams, operating procedures, and knowledge base articles.

• Create clear user guides and training materials; provide individual or group instruction on supported systems.

• Work with department trainers and managers to encourage consistent system use and adoption of approved improvements.

Project and Vendor Coordination

• Assist with project plans, milestones, task tracking, and progress updates for assigned technology initiatives.

• Coordinate vendor support cases, product demonstrations, implementation activities, and technical follow-up.

• Support technology integration for acquisitions, including requirements gathering, data validation, employee training, and transition support.

• Identify resource needs and project risks; escalate decisions requiring leadership approval.

Security and Operational Support

• Follow company policies for system access, confidentiality, information security, and records handling.

• Work with infrastructure and security personnel to address vulnerabilities, access concerns, and system incidents within assigned responsibilities.

• Assist with recovery testing and documentation for supported applications and business processes.

• Participate in scheduled maintenance, occasional after-hours support, and other duties as assigned.

Qualifications/Requirements

• Bachelor’s degree in Information Systems, Information Technology, Computer Science, Business Administration, or a related field preferred; equivalent relevant experience may be considered.

• Three or more years of experience in computer systems analysis, business application support, or a related IT role.

• Demonstrated ability to gather business requirements, analyze workflows, troubleshoot problems, and document solutions.

• Working knowledge of Microsoft 365, Windows environments, and collaboration tools such as Teams and SharePoint.

• Experience with application configuration, system testing, implementation support, and employee training.

• Understanding of relational databases, reporting tools, data validation, and system integrations; experience with SQL, Power BI, or Power Automate preferred.

• Knowledge of access controls, secure data handling, and basic networking and endpoint troubleshooting concepts.

• Experience supporting insurance agency management systems, document management platforms such as ImageRight, or other financial services applications preferred.

• Strong analytical skills, attention to detail, and clear written and verbal communication.

• Ability to manage competing priorities, work independently, and collaborate with employees, IT colleagues, and vendors.

Preferred Certifications

Relevant Microsoft, business analysis, IT service management, or CompTIA certifications are a plus. Equivalent demonstrated skills and experience are valued.