About Patriot Growth Insurance Services: Founded in 2019, Patriot is a growth-focused national insurance services firm that partners with employee benefits and property and casualty agencies across the United States. Patriot is currently ranked as the 25th largest broker in the U.S. by Business Insurance and has been named to the 2025 Inc. 5000 list of fastest-growing companies. With over 2,100 employees operating in 150+ locations in over 45 states, Patriot’s collaborative model delivers resources and strategic support to its agencies. Patriot creates true alignment with its partner agencies, and its operating philosophy fosters enhanced career opportunities for its dedicated and professional team. We are committed to working with like-minded individuals who share our vision of creating an insurance agency focused on operational excellence and a relentless pursuit of growth.
Position Overview: We are seeking a detail-oriented and analytical Quality Assurance Analyst to support operational excellence across Patriot by evaluating adherence to Standard Operating Procedures (SOPs) within the Agency Management System (AMS). This role is responsible for conducting audits, reviewing workflows and documentation, identifying process gaps, and supporting quality improvement initiatives. The ideal candidate has strong analytical skills, experience working within system-driven environments, and the ability to collaborate effectively with Operations, Training, and Leadership teams. This position plays a key role in ensuring consistency, compliance, and operational efficiency across the organization.
Work Arrangement: This is a full-time, fully remote position.
Professional 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.
Qualifications and Requirements:
- 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.
- 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.
- 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.
Why Patriot Growth Insurance Services: We offer the opportunity to be a part of one of the fastest-growing insurance companies since its inception. We strive to create a flexible and collaborative environment for our employees, and our goal is to provide enhanced career opportunities for our dedicated and professional team. In addition to a competitive salary, we provide a comprehensive health and welfare program to employees, family members and domestic partners. Employees are eligible for benefits coverage the first of the month following 30 days of employment. We offer:
- 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
Pay Range: $70,000 - $105,000 per year depending on experience.
- A wide salary range is posted for this position and any job offer is based upon a salary analysis to comply with the required state pay transparency law. The salary analysis considers relevant experience, education, certifications, and seniority as compared to others doing substantially similar work. There is no guarantee an offer will be at the top of the posted range based on the salary analysis.
Patriot Growth Insurance Services is an equal opportunity employer that is committed to diversity and inclusion in the workplace. We prohibit discrimination and harassment of any kind based on race, color, sex, religion, sexual orientation, national origin, citizenship or immigration status, disability, genetic information, pregnancy, or any other protected characteristic as outlined by federal, state, or local laws.
This policy applies to all employment practices within our organization, including hiring, recruiting, promotion, termination, layoff, leave of absence, compensation, benefits, and training. Patriot makes hiring decisions based solely on qualifications, merit, and business needs at the time. For more information, read through our EEO and DE&I Policy located on our website at www.patriotgis.com.
