Quality Assurance Specialist
Core
Ensures broker standards are met through auditing, data analysis, report generation, and process improvement within the insurance brokerage industry.
Role type
Quality Assurance Specialist (Insurance Brokerage)
Builds
Operational consistency, audit reports, and process improvements for the insurance brokerage network.
Domain
Insurance Brokerage / Risk Management
Deliverable
dashboards & analysis
Required skills
Auditing, data analysis, report generation, process improvement, internal audit execution, change request initiation, stakeholder collaboration, SOP management, project leadership, licensing knowledge
Preferred skills
Epic system knowledge, Patra system knowledge, P&C Insurance License
Technologies
EPIC, Patra, SharePoint
Responsibilities
Conduct broker standard audits and internal audits; analyze EPIC data and generate reports; manage SharePoint and support services; lead operational improvement projects; present process updates at regional meetings; identify training needs and recommend workflow improvements.
Seniority
Junior to Mid-level, hands-on IC