Underwriting Assistant Quality Specialist
Summary
Quality assurance and training specialist who audits underwriting workflows, identifies errors, and designs training programs for insurance underwriters.
The Underwriting Assistant Quality Specialist is responsible for ensuring underwriting accuracy, consistency, and adherence to company guidelines through comprehensive quality reviews, coaching, and the ongoing development of Assistant Underwriters. This role is instrumental in designing, implementing, and maintaining comprehensive onboarding and training programs that promote technical proficiency, operational excellence, and continuous professional development within the underwriting team.
Reports To: Underwriter Assistant Supervisor
Duties/Responsibilities
- Quality Assurance
- Workflow Auditing, conducting monthly reviews of Underwriting Assistant workflows to verify they meet company guidelines
- Workflow Evaluation, monitoring workflow processes and assessment of improvements.
- Error Analysis, collecting and analyzing auditing data to identity root causes of errors, trends or need for process improvements
- Error resolution, main point of contact for errors found in processing procedures and its relation to skill assessment and/or training needs.
- Training
- Assisting UA Supervisor and management establishing and maintaining set standards
- Onboarding and training, designing training programs for new hires and tenured staff
- Skill assessments, continuous evaluation of employee performance and identifying areas of improvements/knowledge gaps
- Documentation, creating and/or maintenance of various Underwriting Assistant information as it relates to the role in addition to all tools required for role
- Communication, providing updates and/or changes to procedures or guidelines
- Quality Metrics, assisting the supervisor/leadership on monitoring KPI’s
- Collaboration & Communication
- Ability to work directly with team members and UA Supervisor
- Support rollout of new products, underwriting guidelines, systems, and process changes
- Perform other duties as requested.