Full Description

Overview

OneGroup is a team of more than 200 insurance and risk management professionals who are ONE company acting as ONE team, with ONE focus and ONE mission: To serve each client as our ONE client. OneGroup is one of the fastest growing independent insurance and risk management organizations in the northeast. With team members in 18 locations, OneGroup is able to provide best in class client resources while maintaining an entrepreneurial, friendly and fun environment. A subsidiary of Community Financial System, Inc. (NYSE: CBU), OneGroup is headquartered in Syracuse, NY.

Responsibilities

The Audit & Quality Assurance Coordinator supports the brokerage’s internal and external audit activities while ensuring the accuracy and compliance of day to day insurance operations. This role acts as the primary liaison between the brokerage and the Corporate’s audit, compliance, and risk teams. The coordinator organizes audit requests, gathers documentation, tracks remediation, and performs quality control reviews to help maintain strong operational standards across the brokerage.

Essential Duties and Responsibilities

• Quality Assurance (QA) & Operational Support
• Conduct quality control reviews of policy files, endorsements, renewals, certificates, and client documentation.
• Verify accuracy, completeness, and compliance with regulatory, carrier, and Corporate standards.
• Identify trends, recurring errors, and training opportunities; escalate issues to operations leadership.
• Maintain QA scoring tools, logs, and reporting dashboards.
• Validate that corrective actions from audits and QA reviews are implemented effectively from policy level to accounting level.
• Support licensing checks, workflow updates, and system testing as needed.
• Promote consistent documentation standards and operational discipline across the brokerage.
• Own and maintain all workflows and standard operating procedures (SOPs), ensuring they remain accurate, compliant, and aligned with evolving regulatory and operational requirements.
• Lead the development, revision, and governance of workflows and SOPs, enforcing consistent documentation standards across all teams.
• Proactively audit workflows and SOPs to identify gaps, inefficiencies, or outdated steps, driving timely updates and ensuring operational readiness.
• Coordinate cross department collaboration to ensure workflow and SOP changes are communicated, and adopted.
• Audit Coordination
• Serve as the central point of contact for internal auditors, external auditors, carrier auditors, and Corporate risk teams, organization wide.
• Coordinate all audit related activities, including scheduling, document collection, sample preparation, and follow up requests, organization wide.