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Document Assistant Jobs in Rancho Cucamonga, CA (NOW HIRING)

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Project Assistant

La Mirada, CA · On-site

The primary role of the Project Assistant (PA) is to maximize the efficiency of the Project ... Ensure documentation is complete, up-to-date, and easily accessible. * Notify Project Managers when ...

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Document Assistant information

See Rancho Cucamonga, CA salary details

$10

$22

$31

How much do document assistant jobs pay per hour?

As of Sep 1, 2026, the average hourly pay for document assistant in Rancho Cucamonga, CA is $22.21, according to ZipRecruiter salary data. Most workers in this role earn between $17.69 and $25.53 per hour, depending on experience, location, and employer.

What is a document assistant?

Document Assistants are professionals responsible for managing, organizing, and processing documents within an organization. Their duties often include filing, scanning, archiving, and ensuring the accuracy and confidentiality of important records. They may also assist with data entry, document formatting, and supporting other staff with administrative tasks. Document Assistants play a crucial role in maintaining efficient office workflows and compliance with data management policies.

What are the key skills and qualifications needed to thrive as a document assistant, and why are they important?

To thrive as a Document Assistant, you need strong organizational skills, attention to detail, and proficiency in document management, often supported by a high school diploma or relevant experience. Familiarity with office software such as Microsoft Office Suite, document management systems, and sometimes scanning or database tools is common. Excellent communication, time management, and the ability to handle confidential information with discretion are valuable soft skills. These abilities ensure that documents are accurately processed, stored, and retrieved, supporting efficient workflow and data integrity within an organization.

What are some typical challenges faced by document assistants, and how can they be addressed?

Document Assistants often encounter challenges such as managing large volumes of paperwork, ensuring document accuracy, and meeting tight deadlines. Staying organized through digital filing systems and adopting efficient document management software can help streamline workflow and reduce errors. Additionally, effective communication with team members and attention to detail are crucial in preventing misfiling or data entry mistakes. Regular training on document protocols and software updates also supports continuous improvement in the role.

What is the difference between Document Assistant vs Data Entry Clerk?

AspectDocument AssistantData Entry Clerk
Required CredentialsHigh school diploma or equivalent; familiarity with office softwareHigh school diploma or equivalent; proficiency in data management software
Work EnvironmentOffice settings, assisting with document preparation and managementOffice or remote, focusing on inputting data into systems
Employer & Industry UsageHealthcare, legal, administrative sectorsBusiness, finance, healthcare sectors

Both roles involve clerical tasks in office environments, but Document Assistants focus on managing and preparing documents, while Data Entry Clerks primarily input and update data in systems. Understanding these differences helps in choosing the right career path or job search focus.

How long does it take to become a document assistant?

Becoming a document assistant typically requires a high school diploma or equivalent, and on-the-job training is common. The training period can range from a few days to several weeks, depending on the employer and the complexity of tasks involved.

What cities near Rancho Cucamonga, CA are hiring for Document Assistant jobs?

Cities near Rancho Cucamonga, CA with the most Document Assistant job openings:

Document Assistant jobs near you

Commercial Lines Producer Assistant (Bilingual in Chinese)

TransGlobal

Monrovia, CA

Full-time

Re-posted 5 days ago

Job description

GENERAL FUNCTION / SUMMARY

We are seeking a detail-oriented and motivated Commercial Lines Producer Assistant to support our Commercial New Business Team. This role focuses primarily on processing, quoting support, underwriting coordination, binding procedures, and administrative support for Sales Producers.

The Producer Assistant role is designed for individuals who enjoy operational support and insurance processing rather than direct sales. This position plays an important role in helping Producers manage new business submissions efficiently and accurately.

This is an excellent opportunity for someone who wants to build a long-term career in commercial insurance with future growth opportunities into Account Management or Sales Producer roles.

MAJOR DUTIES AND RESPONSIBILITIES

New Business Processing Support

  • Support Commercial Lines Sales Producers with new business processing and submission management
  • Prepare and process insurance applications, supplemental forms, and required documentation
  • Assist with quoting preparation and market submissions to insurance carriers
  • Follow up on underwriting requirements, missing information, and pending items
  • Review quotes, policy documents, and carrier requirements for accuracy

Binding & Policy Processing

  • Process binding requests and issue binders according to carrier guidelines
  • Coordinate policy issuance and ensure all required documents are completed
  • Assist with endorsements, policy changes, and renewal preparation as needed
  • Maintain accurate records and update agency management systems

Billing & Administrative Support

  • Prepare invoices and assist with payment processing procedures
  • Track outstanding items, binding deadlines, and underwriting follow-ups
  • Coordinate with insurance carriers, underwriters, and internal departments regarding policy processing
  • Maintain organized electronic files and documentation

BASIC QUALIFICATIONS

  • Preferred minimum 1 year of experience in commercial insurance support or processing
  • Preferred active Property & Casualty (P&C) Insurance License
  • Bilingual in Chinese and English preferred (spoken and written)
  • Strong attention to detail and accuracy
  • Ability to manage multiple tasks in a fast-paced environment
  • Strong organizational and follow-up skills
  • Professional written and verbal communication skills
  • Proficient in Microsoft Office (Word, Excel, Outlook)
  • Ability to learn carrier guidelines, underwriting requirements, and agency procedures quickly

PREFERRED QUALITIES

  • Highly organized and process-oriented
  • Ability to work independently and efficiently
  • Team player with a strong sense of responsibility
  • Eager to learn and grow within the commercial insurance industry

WHO WE ARE

With over 30 years of experience, TransGlobal has grown into the largest Asian-focused, all-in-one financial services platform in the U.S. We offer a comprehensive suite of services-including life and health insurance, annuities, real estate, private lending, tax and estate planning, and investment management-through a network of 30+ branches across 14 states and over 5,000 professional independent agents. Our mission is to deliver trustworthy, customer-centric financial solutions, all in your language and aligned with your goals.

WHY JOIN US

  • Opportunity to build a long-term career in commercial insurance
  • Professional and growth-oriented work environment
  • Exposure to a wide variety of commercial insurance industries and products
  • Supportive team culture with advancement opportunities

Apply