Quality Associate I
National Life Group
Addison, TX
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Quality Associate
This position is within our Customer Innovation Group and is focused on providing a great product and experience to our buying and selling customers. The role is part of a team responsible for performing quality reviews on transactions to make sure they meet customer expectations and are compliant with expected standards.
Associates who specialize in this area help to ensure that we are delivering as expected through monitoring the quality of our transactions. Associates must fully understand the requirements and have a sense of responsibility towards our customers.
Quality Associates also work with a variety of teams within the Customer Innovation Group and help to proactively identify opportunity for process improvement in order to drive positive change to the customer and agent experience.
Key Responsibilities
National Life Group® is a trade name of National Life Insurance Company, Montpelier, VT – founded in 1848, Life Insurance Company of the Southwest, Addison, TX – chartered in 1955, and their affiliates. Each company of National Life Group is solely responsible for its own financial condition and contractual obligations. Life Insurance Company of the Southwest is not an authorized insurer in New York and does not conduct insurance business in New York. Equity Services, Inc., Member FINRA/SIPC, is a Broker/Dealer and Registered Investment Adviser affiliate of National Life Insurance Company. All other entities are independent of the companies of National Life Group.
Fortune 1000 status is based on the consolidated financial results of all National Life Group companies.
National Life Group
1 National Life Dr
Montpelier, VT 05604
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This position is within our Customer Innovation Group and is focused on providing a great product and experience to our buying and selling customers. The role is part of a team responsible for performing quality reviews on transactions to make sure they meet customer expectations and are compliant with expected standards.
Associates who specialize in this area help to ensure that we are delivering as expected through monitoring the quality of our transactions. Associates must fully understand the requirements and have a sense of responsibility towards our customers.
Quality Associates also work with a variety of teams within the Customer Innovation Group and help to proactively identify opportunity for process improvement in order to drive positive change to the customer and agent experience.
Key Responsibilities
- Review transactions to ensure that the transaction was complete, accurate and in line with internal and external requirements
- Assist with various tasks and functions that support our larger operational teams
- Assist with follow up to policyholder or agent inquiries in regards to transactions
- Be proactive about opportunities for process improvement and help develop more efficient procedures
- Understand customer and agent needs and requirements to execute effective quality control processes
- Implement quality assurance standards and assure ongoing compliance with quality and industry standards
- Depending on the area supported, this role may mail policy documents as necessary and in accordance with necessary requirements
- Thorough and observant, with an eye for detail
- Strong communication skills
- Customer focused
- Organized and driven
- Proficient with the Microsoft Office suite (Outlook, Word, Excel)
- Ability to meet established deadlines; must be able to work independently and as a team player
- Ability to work in a fast-paced environment; strong interpersonal skills a must
- Establish and maintain effective working relationships
- Strong problem solving skills
- Conscientious and responsible
- Must be able to pass a background check
National Life Group® is a trade name of National Life Insurance Company, Montpelier, VT – founded in 1848, Life Insurance Company of the Southwest, Addison, TX – chartered in 1955, and their affiliates. Each company of National Life Group is solely responsible for its own financial condition and contractual obligations. Life Insurance Company of the Southwest is not an authorized insurer in New York and does not conduct insurance business in New York. Equity Services, Inc., Member FINRA/SIPC, is a Broker/Dealer and Registered Investment Adviser affiliate of National Life Insurance Company. All other entities are independent of the companies of National Life Group.
Fortune 1000 status is based on the consolidated financial results of all National Life Group companies.
National Life Group
1 National Life Dr
Montpelier, VT 05604
Social Media Policy
Site Disclosure and Privacy Policy
-
Seniority level
Entry level -
Employment type
Full-time -
Job function
Quality Assurance -
Industries
Financial Services
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