Quality Assurance Specialist III
Squaremouth Inc
Quality Assurance Specialist
In a rapidly changing world, HUB advises businesses and individuals on how to prepare for the unexpected. As one of the worlds' largest insurance brokers, our focus is dedicated to providing our customers with the peace of mind that what matters most will be protected-through unrelenting advocacy and tailored insurance solutions that put our clients in control. Our growing team of professionals across North America represents a broad, deep and one-of-a-kind aggregation of entrepreneurs and leaders recognized for their excellence throughout the insurance community.
This position is responsible for quality control to ensure the broker standards are being met.
Each Quality Assurance Specialist will have a specific area of responsibility, including: auditing, including broker standard audits; support services (Patra, I-support); EPIC data analysis; report generation; SharePoint management; account transition desk; leading projects; and, licensing/surplus lines.
The essential duties contained in this job description reflect general details as necessary to describe the principal functions of this job, the level of knowledge and skill typically required and the scope of responsibility. It should not be considered an all-inclusive listing of work requirements. Individuals may perform other duties as assigned, including work in other functional areas to cover absences, equalize peak work periods or otherwise to balance the workload.
- Provide Team Leaders, SOMs, Directors and VPs information and reports to identify training needs, complete internal audits, review work and timelines, assist with accountability of broker standards and workflows and monitoring of any performance improvement plans.
- Work with the P&C Practice Leader, SVP and VP of Operations, Service Operations Mangers, Team Leaders, Director of Agency Bill Specialists, and others to assist with implementation of projects, procedures, and directives. Represent the Quality Assurance team to other teams from time to time.
- Provide feedback regarding service issues, training, or areas where company may have a need for improved performance and productivity by an individual, team or process. Ensure broker service standards are being met and, if not, provides report to the Director of Quality Assurance & Compliance.
- Assist Team Leaders and SOMs with their responsibilities and accountabilities for their team by providing information or details needed to ensure accuracy and appropriate use of EPIC.
- Identify and report additional training needs by completing internal audits of employees' work. Identify additional training needs of all employees for standards, EPIC, and workflows. In addition, recommend areas of improvement needed in workflows and standard operating procedures.
- Perform internal audits and send to Director of Quality Assurance and/or VPs, SOMs and Team Leaders as appropriate to ensure quality control of procedures, workflows and communication to clients.
- Provide needed information to the Sr. VP and VP Operations for the Service Staff Incentive.
- Initiate and support change requests to EPIC. Knowledgeable on how to input tickets.
- Regularly participate in or lead projects to improve internal processes as well as individual issues, including sensitive/confidential projects.
Degree, certification or equivalent experience strongly preferred
P & C Insurance Producer License Required
Strong Epic & Patra procedure knowledge
- Five or more years of experience in insurance or experience in analysis in another industry.
- Enthusiasm: must be team-oriented, positive, highly energetic and results-oriented.
- Conscientiousness: must maintain, and achieve, a high standard of professional and personal excellence.
- Demonstrated independent judgement and decision-making
- Strong organizational skills with the ability to multi-task and prioritize, for self as well as for others.
- Proactive approach to problem-solving
- Effective oral and written communication and interpersonal skills
- Accepts responsibility for own actions; reacts well under pressure, follows through on commitments with the ability to meet deadlines in a timely and efficient manner.
- Overall proficiency with hardware, software systems and computer literacy
- Knowledgeable of Hub's processes and is considered an subject-matter expert (SME) in these areas
The physical and environmental demands described here are representative of those that must be met by an employee to successfully perform the essential functions of this job. Reasonable accommodations may be made to enable individuals with disabilities to perform the essential functions of the job.
While performing the duties of this job, the employee is regularly required to sit; use hands, fingers, and talk or hear. The employee must occasionally lift and/or move up to ten pounds. Specific vision abilities required by this job include close vision on computer monitor.
Throughout our network of more than 450 HUB offices in North America, we offer a competitive, exciting and friendly work environment that strategically positions our employees for longevity and success. At HUB, we believe in investing in the future of our employees, and provide continuous opportunities for growth and development. Our entrepreneurial culture fosters an environment that empowers our people to make the best decisions for our customers and organization, focusing on expanding the industry knowledge of our insurance professionals to better serve our valued clients. We are committed to providing you with competitive and flexible benefits options that are rooted in your current needs, yet evolves as your needs change over time. Join us in taking the first step toward creating a future that combines a diverse, challenging work environment with financial security and career satisfaction.
HUB International Limited is an equal opportunity and affirmative action employer that does not discriminate on the basis of race/ethnicity, national origin, religion, age, color, sex, sexual orientation, gender identity, disability or veteran's status, or any other characteristic protected by local, state or federal laws, rules or regulations.
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