THE OPPORTUNITY:

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 brokerstandard audits; support services (Patra, I-support); EPIC data analysis; report generation; SharePointmanagement; account transition desk; leading projects; and, licensing/surplus lines.

DUTIES & RESPONSIBILITIES:

The essential duties contained in this job description reflect general details as necessary to describe theprincipal 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 dutiesas assigned, including work in other functional areas to cover absences, equalize peak work periods orotherwise 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 andworkflows and monitoring of any performance improvement plans.

• Work with the P&C Practice Leader, SVP and VP of Operations, Service Operations Mangers, TeamLeaders, 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 forimproved performance and productivity by an individual, team or process. Ensure broker servicestandards 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 byproviding information or details needed to ensure accuracy and appropriate use of EPIC.

• Identify and report additional training needs by completing internal audits of employees92 work. Identify additional training needs of all employees for standards, EPIC, and workflows. In addition, recommendareas 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 Leadersas 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.

QUALIFICATIONS:

• Degree, certification or equivalent experience strongly preferred

• P & C Insurance Producer License Required

• Strong Epic & Patra procedure knowledge

KNOWLEDGE / SKILLS / ABILITIES:

• 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 personalexcellence.

• 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 commitmentswith the ability to meet deadlines in a timely and efficient manner.

• Overall proficiency with hardware, software systems and computer literacy

• Knowledgeable of Hub92s processes and is considered an subject-matter expert (SME) in these areas

WORKNG CONDITIONS AND PHYSICAL DEMANDS:

The physical and environmental demands described here are representative of those that must be met by anemployee to successfully perform the essential functions of this job. Reasonable accommodations may bemade 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 talkor hear. The employee must occasionally lift and/or move up to ten pounds. Specific vision abilities requiredby this job include close vision on computer monitor.

The expected salary range for this position is $81,000 - $85,000k depending on geographical location and will be impacted by factors such as the successful candidate92s skills, experience and working location, as well as the specific position92s business line, scope and level. HUB International is proud to offer comprehensive benefit and total compensation packages which could include health/dental/vision/life/disability insurance, FSA, HSA and 401(k) accounts, paid-time-off benefits, and eligible bonuses, equity and commissions for some positions.

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