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Form of workJob Description
About the Role
The mission of the Quality Control Specialist is to ensure agency processes for new business, renewals, endorsements, and cancellations are documented and being followed by agency personnel. The Quality Control Specialist will also support the onboarding of new agency employees by providing training and support to new hires with all agency processes and procedures. The position will work across departments and ensure agency personnel are well-versed in all agency and carrier underwriting standards and guidelines – including coverages, limits, discounts, liability concerns, underwriting eligibility, and loss history.
Description of Ideal Candidate
Detail oriented individual with a passion for improving processes
Has a positive attitude and has the ability to speak to people
Strong communication skills both written and verbal
Genuinue interests in the quality of the files
Expects to be challenged
Essential Duties and Responsibilities
• Documents and updates current agency processes for new business, endorsements, renewals, claims, and cancellations.
• Supports agency acquisitions by reviewing and comparing agency processes to target acquisition and provides recommendations on how to merge any duplicate or conflicting processes.
• Reviews and audits agency new business, rewrites, underwriting memos, inspections, and cancellations to ensure policies meet agency and carrier standards and guidelines.
• Performs a higher level audit of new business and rewrites.
• Conducts a quality control audit of procedures and guides to ensure file documentation accuracy.
• Remains current and informed of all company processes, protocols, systems as well as guidelines job aids accordingly.
• Review daily download reports to ensure CRM accuracy and provide reporting to management as requested.
• Updates any daily and weekly reports, logs or forms, and monitors for trends (retention, cancellation and new business reports.
• Other duties as assigned by Supervisor
Skills and Abilities
• Analytical Skills
• Communication
• Continuous Learning
• Initiative
• Problem solving
• Quality
• Use of Technology
• Language Skills
• Mathematical Skills
• Reasoning Ability
• Computer Skills
• Certificates, Licenses, Registrations – Property and Casualty license required
• Physical Demands
• Work Environment
Employment Experience Qualification
Minimum 1-2 years of proven success in an organized & computer-based role Excellent telephone, communication (oral and written), interpersonal and organizational skills.
Preferred 1-2 years of proven success in an organized & computer-based role Excellent telephone, communication (oral and written), interpersonal and organizational skills.
Educational Qualification Requirements
Minimum Bachelor’s degree (or equivalent) in relevant field
Preferred Bachelor’s degree (or equivalent) in relevant field Property and Casualty Insurance License
Specialize Knowledge or Licensure Required
Proficiency in best practices for testing, version control, and defect management
Excellent analytical, problem-solving, and decision-making skills
Proficiency in best practices for testing, version control, and defect management
