Quality Assurance Specialist- Employee Benefits Insurance

Founded in 1946, Kapnick Insurance is an independent insurance advisory firm with Michigan roots and a global reach. Our 220+ colleagues provide expert guidance and creative problem-solving pertaining to business insurance, risk solutions, employee benefits, worksite well-being, and personal insurance to a vast and diverse base of clients worldwide. For over 78 years, companies and individuals have looked to Kapnick as a trusted advisor, providing solutions that protect their operations and employees.

This Quality Assurance Specialist position works with businesses in our employee benefits division. They provide exceptional quality service and support to our internal team members through accurate client deliverables and auditing/updating assigned clients in our agency management system (EPIC).

Duties and Responsibilities

· Maintain client information in agency management system per agency guidelines

· Prepare customized proposals for client renewals

· Issue policies in Epic according to agency standards and guidelines

· Perform quality assurance checks and audits of client invoices after client renewal cycles to ensure accuracy against carrier rates and invoicing

· Request information from carriers to support client deliverables, such as an enrollment census, Schedule A’s, invoices, etc.

· Create client open enrollment guides and election forms with modifications upon request

· Conduct audits of client information in agency management system or other document storage systems as requested to ensure adherence to company standards and guidelines

· Offer innovation and process improvements where possible and help with agency-wide improvements and efficiencies

· Attend and complete self-development and growth programs that are deemed beneficial

· Attend and participate in department meetings, team meetings, peer reviews and training sessions as required

Other

· Perform your job in such a manner that other employees will consider it a pleasure and privilege to work with you

· Offer innovation and process improvements where possible to help with agency wide improvements and efficiencies

· Regular and timely attendance is an essential function of the job.

· Perform other duties as assigned

To be considered for the Quality Assurance Specialists position, you should have:

• Exceptional attention to detail and organizational skills
• Proven ability to work independently while also thriving in a collaborative team environment
• Strong proficiency in Microsoft Excel
• Excellent written and verbal communication skills
• Able to manage multiple priorities simultaneously
• High School Graduate or General Education Degree (Required)

What's in it for you?

• A team-based approach to client management
• Growth and development opportunities within the company
• Competitive compensation and benefits package
• A caring workplace culture that has something for everyone
• 11 paid holidays including your birthday!
• Profit sharing (after a year of service)
• Bonus potential

Have you got what it takes to join our winning team? Apply today and let's find out!