What are the responsibilities and job description for the Quality Control & Training Specialist position at Opportunities at Towne?
Join us at Towne Insurance! Your Career. Your Future. Your Towne.
Towne Insurance is hiring a Quality Control & Training Specialist. This position will be responsible for the daily review of our quality control checklist items within the Personal and Commercial lines of business, the training & education of employees on our agency procedures and EPIC workflows, and the monitoring, review and assignments of EPIC download activities.
About Us
Towne Insurance is a nationally recognized top insurance and risk management firm specializing in customized insurance solutions for all segments of business clients, families, and individuals. At Towne Insurance, we take pride in serving others, enriching lives, and providing our members exquisite service. Our employees are our most valuable asset, and we take time to invest in their health, happiness, and education. We hire motivated, self-directed professionals who desire to give back to their communities.
About the Role
- Works with Agency Leadership to provide training support and to develop and maintain quality control programs.
- Conducts account audit activities, as established by quality control programs, and conveys results and corrective information to department managers.
- Provides training support during Agency acquisitions and Epic conversions.
- Communicate with Account Managers & Producers regarding actions to be taken to clear suspended download items.
- Assign policies, eDocs, and claims downloaded and report any download issues to carriers in a timely manner.
- Add and maintain insurance company information in Epic, including AM Best Ratings.
- Works with the Compliance Officer to assist with audit reviews, implement programs and to ensure agency compliance.
- Maintains detailed knowledge of EPIC system & products and industry best practices.
- Adheres to applicable federal laws, rules, and regulations including those related to Anti-Money Laundering (AML) and the Bank Secrecy Act (BSA).
- Other duties as assigned.
Skills and experience you’ll need:
- Minimum of three years EPIC knowledge and experience
- Demonstrated ability to work independently
- Excellent business process, operations, and automation knowledge from an Agency perspective
- Express or exchange ideas by means of the spoken word via email and verbally
- Have close visual acuity to perform activities such as analyzing data, viewing a computer terminal, reading, and preparing documentation
- Demonstrated leadership qualities
- EPIC Applied Systems product knowledge
- Demonstrated ability to review processes and procedures, identify opportunities, and assist in the development and recommendation of solutions
Bonus points if you have:
- Prior supervisory and coaching and development experience
- Prior training experience
- Prior experience with EPIC
- CIC or CPCU designation
What we offer:
We believe a business culture that supports a healthy, safe work environment does so by offering robust benefits, programs, and resources to keep colleagues engaged and productive, including:
- Excellent growth and advancement opportunities
- Competitive pay based on experience
- Health, vision, dental, and Employee Assistance Program
- Paid time off to include holidays, PTO, sick leave, and bereavement
- Profit Sharing
- Continuing education opportunities
- 401K & Employer Matching
- Employee discounts
- Identity theft protection
- Tuition Reimbursement
- Paid Training Opportunities
- Paid Parental Leave
- Wellness Plan
- Volunteer Opportunities
Serving Others. Enriching Lives.
Our member-centric approach empowers our team members to build lasting relationships with the businesses, families, and communities we serve, leading to opportunities and bright futures for our dedicated insurance professionals.
We value and respect the impact our colleagues make every day both inside and outside our organization. We encourage professional and personal development and embrace a culture that celebrates and promotes the diverse talents, backgrounds, and perspectives of our colleagues and members.
