Insurance Brokerage Quality Assurance Coordinator

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<div class="isg-job-description“>Overview

OneGroup is a team of more than 200 insurance and risk management professionals who are ONE company acting as ONE team, with ONE focus and ONE mission: To serve each client as our ONE client.

OneGroup is one of the fastest growing independent insurance and risk management organizations in the northeast. With team members in 18 locations, OneGroup is able to provide best in class client resources while maintaining an entrepreneurial, friendly and fun environment. A subsidiary of Community Financial System, Inc. (NYSE: CBU), OneGroup is headquartered in Syracuse, NY.

Responsibilities

The Audit & Quality Assurance Coordinator supports the brokerage’s internal and external audit activities while ensuring the accuracy and compliance of day to day insurance operations. This role acts as the primary liaison between the brokerage and the Corporate’s audit, compliance, and risk teams. The coordinator organizes audit requests, gathers documentation, tracks remediation, and performs quality control reviews to help maintain strong operational standards across the brokerage.

Essential Duties and Responsibilities:

Quality Assurance (QA) & Operational Support

• Conduct quality control reviews of policy files, endorsements, renewals, certificates, and client documentation.
• Verify accuracy, completeness, and compliance with regulatory, carrier, and Corporate standards.
• Identify trends, recurring errors, and training opportunities; escalate issues to operations leadership.
• Maintain QA scoring tools, logs, and reporting dashboards.
• Validate that corrective actions from audits and QA reviews are implemented effectively from policy level to accounting level.
• Support licensing checks, workflow updates, and system testing as needed.
• Promote consistent documentation standards and operational discipline across the brokerage.
• Own and maintain all workflows and standard operating procedures (SOPs), ensuring they remain accurate, compliant, and aligned with evolving regulatory and operational requirements.
• Lead the development, revision, and governance of workflows and SOPs, enforcing consistent documentation standards across all teams.
• Proactively audit workflows and SOPs to identify gaps, inefficiencies, or outdated steps, driving timely updates and ensuring operational readiness.
• Coordinate cross department collaboration to ensure workflow and SOP changes are communicated, and adopted.

Audit Coordination

• Serve as the central point of contact for internal auditors, external auditors, carrier auditors, and Corporate risk teams, organization wide.
• Coordinate all audit related activities, including scheduling, document collection, sample preparation, and follow up requests, organization wide.
• Ensure brokerage teams understand audit requirements and provide timely, accurate responses.
• Maintain organized audit files, workpapers, and documentation in accordance with Corporate and regulatory expectations.
• Track audit findings, monitor remediation progress, and support teams in completing corrective actions.
• Assist auditors by explaining brokerage workflows, system processes, and operational controls.
• Monitor regulatory and procedural updates to ensure audit readiness.
• Maintain proficient knowledge of, and demonstrate ongoing compliance with all laws and regulations applicable to this position, ensure ongoing adherence to policies, procedures, and internal controls, and meet all training requirements in a timely manner

Qualifications

To perform this position successfully, an individual must be able to perform each essential duty satisfactorily. The requirements listed below are representative of the knowledge, skill, and/or ability required.

• 2-5 years of experience in P&C insurance operations, compliance, quality assurance, or audit support.
• Strong understanding of brokerage workflows, documentation requirements, and regulatory expectations.
• Excellent organizational skills with the ability to manage multiple audit requests simultaneously.
• High attention to detail and strong analytical abilities.
• Effective communication skills and the ability to collaborate across teams.
• Experience with agency management systems (Applied EPIC) preferred.
• Industry designations (AINS, CISR, CPCU) are beneficial but not required.
• All applicants must be 18 years of age or older.

Other Job Information

Compensation:Base salary commensurate with experience and commission structure based on sales performance. In addition to your competitive pay, you will be rewarded benefits including: 11 paid holidays, paid vacation, Medical, Vision & Dental insurance, 401K with generous match, Pension, Tuition Reimbursement, Banking discounts and the list goes on!

Physical Requirements:

The physical 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. While performing the duties of this job, the employee may be required to stand, walk or sit. Use hands and fingers, handle or feel, reach with hands or arms, and speak and hear. The employee may occasionally be required to lift and or move up to 25 pounds. Specific vision abilities required by this job include close vision, and the ability to focus.

The Company is an Affirmative Action, Equal Opportunity Employer. All qualified applicants will receive consideration for employment without regard to race, color, religion, sex (including pregnancy, sexual orientation and gender identity), national origin, citizenship status, age, disability, genetic information, veteran status, or any other characteristic protected by applicable federal, state or local law.
The Company will make reasonable accommodations for qualified individuals with a disability. If you have a physical or mental impairment and would like to request an accommodation with respect to the Application process, please contact the Human Resources Department.

Minimum
USD $26.25/Hr.
Maximum
USD $43.22/Hr.
Community Bank System, Inc. is an Affirmative Action, Equal Opportunity Employer who fully embraces diversity – minorities/females/veterans/individuals with disabilities/sexual orientation/gender identity.

 

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