Quality Assurance Specialist - Insurance

Job Responsibilities

• Conduct monthly file reviews to ensure adherence to agency standards and data accuracy
• Perform weekly data monitoring within Applied Epic to identify and address discrepancies
• Facilitate new associate onboarding across core systems, including Applied Epic, Indio, Applied University, CSR24, carrier portals, and Creative Compliance
• Provide ongoing training and development for associates to support system usage and process consistency
• Manage carrier and broker onboarding and offboarding processes
• Maintain carrier portal access, including agency credentials and user access management
• Maintain and track carrier and broker E&O certificates
• Afford assistance with Epic help desk tickets, including troubleshooting system issues and providing timely resolution
• Afford assistance with carrier policy & claim downloads
• Oversee associate and entity licensing renewals to ensure compliance
• Process surplus lines documentation and stamping requirements
• Afford day-to-day system administration activities under the direction of the VP of Insurance Operations

Requirements

• Bachelor's Degree preferred, or similar experience required
• Minimum of 3 years of experience within a similar role in the insurance industry
• Working knowledge of Applied Epic and related agency systems preferred
• Strong attention to detail with a focus on producing quality results
• Ability to manage multiple priorities and meet deadlines in a fast-paced environment
• Strong problem-solving and analytical skills
• Strong written and verbal communication skills, with the ability to explain processes clearly
• Ability to work independently while collaborating effectively with leadership and cross-functional teams
• High level of organization and accountability in completing assigned responsibilities
• Demonstrates a proactive approach to identifying issues and implementing solutions
• Maintains a high sense of urgency in responding to internal requests and system support needs

Qualifications

• Experience with data integrity and system administration
• Knowledgeable in insurance industry practices and regulations
• Ability to work independently and collaboratively
• Strong organizational and time management skills

Skills

• Data analysis and monitoring
• System administration and maintenance
• Training and development
• Carrier and broker onboarding/offboarding
• Help desk ticketing and issue resolution
• Policy and claim processing
• Licensing and renewal management
• Surplus lines documentation and stamping

Pay

The approximate annual salary range for this position is $60,000 - $70,000. Please note the range provided is a good faith estimate at the time of the posting. Actual compensation within that range is based on a wide variety of factors unique to each candidate, including but not limited to, individual qualifications, depth of experience, knowledge, skills, applicable certifications, and physical work location(s).

Schedule

Regular, full-time positions.

Benefits

Please access the following link for additional details: https://www.plexusgroupe.com/why/careers/

About the Role

The Quality Assurance Specialist plays a crucial role in maintaining data integrity, system administration, and operational consistency across the agency. This role works closely with the Vice President of Insurance Operations to support system oversight, onboarding, and compliance initiatives while ensuring adherence to internal standards and workflows.

Benefits

The Plexus Groupe offers a comprehensive benefits package and perks for regular, full-time positions. Please visit the provided link for additional details.

Company Overview

The Plexus Groupe is a Top 100 independent insurance advisory firm, backed by our knowledgeable team, cutting-edge resources, and a global network of partnerships. We specialize in comprehensive services across Benefit Administration Technology, Business Insurance, Employee Benefits, Private Client, and Retirement Services. As a proud partner of Assurex Global—the world’s largest association of privately held insurance brokers—our risk management professionals provide tailored solutions to meet the diverse needs of our clients worldwide. Headquartered in Deer Park, IL, with additional offices across the U.S., The Plexus Groupe is an equal opportunity employer.

Equal Opportunity Employer

The Plexus Groupe is committed to fostering a diverse and inclusive workplace. We are an equal opportunity employer and do not discriminate against applicants due to race, religion, gender, gender identity, sexual orientation, national origin, age, veteran status, disability, or any other legally protected status.