Quality Assurance Specialist
Core
Ensures broker standards are met through auditing, data analysis, report generation, and process improvement within an insurance brokerage environment.
Role type
Quality Assurance Specialist (Insurance Brokerage)
Builds
Operational consistency, audit reports, and process improvements for the broker's service delivery.
Domain
Insurance Brokerage / Quality Assurance
Deliverable
dashboards & analysis
Required skills
Auditing, Data analysis, Report generation, SharePoint management, Process improvement, Internal audit, Change request management, Standard operating procedures (SOP) adherence, Project leadership, Insurance industry knowledge
Preferred skills
Epic system knowledge, Patra system knowledge, P&C Insurance License, Third-party resource management
Technologies
EPIC, Patra, SharePoint
Responsibilities
Conduct broker standard audits and share findings with leadership; Generate reports and perform EPIC data analysis; Manage SharePoint and support services; Lead projects and initiate change requests; Present at regional service meetings; Identify training needs and recommend workflow improvements.
Seniority
Mid-level, hands-on IC