Note: The job is a remote job and is open to candidates in USA. Patriot Growth Insurance Services is a growth-focused national insurance services firm seeking a detail-oriented Quality Assurance Analyst. This role supports operational excellence by evaluating adherence to Standard Operating Procedures within the Agency Management System, conducting audits, and identifying process gaps.
Responsibilities
- Conduct routine and targeted audits within the Agency Management System to evaluate compliance with established SOPs and workflows
- Review policy records, endorsements, renewals, and servicing activities to ensure accuracy, completeness, and proper documentation
- Assess workflow execution to confirm required processes, sequencing, and system controls are being followed consistently
- Identify errors, inconsistencies, process breakdowns, and compliance gaps while analyzing trends and recurring issues across teams
- Document audit findings, root causes, risks, and operational impacts in a clear and consistent manner
- Maintain audit logs, tracking tools, and reporting documentation to monitor quality metrics and performance trends
- Prepare and communicate audit summaries, findings, and recommendations to leadership and key stakeholders
- Provide constructive feedback and guidance to support issue resolution and improve procedural compliance
- Partner with Operations and Training teams to address workflow gaps, clarify procedures, and support continuous process improvement initiatives
- Assist with testing and validating new or revised SOPs and workflows within the Agency Management System
- Monitor quality and compliance results following training initiatives or process changes to evaluate effectiveness
- Identify misalignment between SOPs, system workflows, and user behavior and escalate concerns as appropriate
- Recommend practical improvements to workflows, documentation standards, and system utilization to strengthen operational consistency and quality
- Collaborate with agency leadership, internal departments, and external vendors to support quality assurance initiatives and operational objectives
Skills
- 5+ years of experience in quality assurance, operations auditing, compliance, process review, or a related field
- Experience working within an Agency Management System or similar operational platform required
- Working knowledge of SOP-driven environments, quality control practices, and process improvement methodologies
- Bachelor's degree in Business Administration, Risk Management, Information Systems, Data Analytics, or a related field required
- Strong analytical and problem-solving skills with the ability to assess issues, identify root causes, and recommend solutions
- Ability to understand system workflows, data structures, and operational processes to support business objectives
- Excellent written and verbal communication skills with the ability to present findings and recommendations effectively
- Strong organizational and project management skills with the ability to manage multiple priorities and deadlines
- Proficiency with Agency Management Systems, Microsoft Office Suite, and project management tools
- Commitment to maintaining confidentiality and handling sensitive information with professionalism and integrity
- Experience in insurance, financial services, or another regulated industry preferred
- Familiarity with Applied Epic, BenefitPoint, or similar agency management systems preferred
- Experience supporting internal audits, compliance initiatives, or operational improvement projects preferred
Benefits
- Medical, Dental, and Vision Benefits Flexible Spending Account (FSA) and Health Savings Account (HSA) and Commuter Transit Programs
- Company paid Short-Term Disability, Long-Term Disability and Group Term Life
- Company paid Employee Assistance Program
- Paid Parental Leave
- Paid holidays
- Personalized PTO
- 401(k) with employer match
- Employees are eligible for benefits coverage the first of the month following 30 days of employment
Company Overview