Practice Director, Quality Assurance

HUB International•Sacramento, CA

7d•$150,000 - $170,000•Onsite

About The Position

The Quality Assurance Practice Director is an operational leadership role responsible for ensuring the highest standards of file quality, workflow compliance, and service execution across HUB CNC’s Commercial Lines practice. This position designs, implements, and continuously improves quality assurance programs that protect the organization from Errors & Omissions (E&O) exposure, eliminate missed expirations, reduce aged accounts receivable, and ensure all client-facing activities are completed accurately and on time. This role partners directly with EVP, Operations, Commercial Lines Practice Leader, Client Service Directors, Client Service Managers, and the Practice Director, Strategic Operations to drive accountability, uphold established workflows, and elevate the overall standard of service delivery across all CNC offices and verticals.

Requirements

High School Diploma / GED required; college degree strongly preferred.
Minimum of 7 years of commercial insurance operations experience, with at least 3 years in a quality assurance, compliance, or audit-focused role.
Property & Casualty License required.
Deep understanding of commercial lines workflows, renewal processes, policy checking, and agency management systems.
Proven ability to design and implement audit programs, quality frameworks, and compliance monitoring systems.
Strong analytical skills with experience building reports, scorecards, and dashboards from operational data.
Ability to effectively and professionally communicate orally and in writing with internal and external customers.
Ability to effectively present information and respond to questions from groups of managers, clients, customers, and the general public.
Confidence and demeanor to effectively interact with all levels within the organization.
Critical Thinking: Ability to use logic and reasoning to identify the strengths and weaknesses of alternative solutions, conclusions, or approaches to problems.
Problem Solving: Ability to identify complex problems and review related information to develop and evaluate options and implement solutions. Ability to efficiently gather pertinent information and facts, analyze and solve problems timely and thoroughly.
Ability to effectively work with a team and coach others in developing their skills and abilities.
Ability to prioritize and organize multiple tasks and responsibilities in order to complete assignments on time and with optimal accuracy.
Business profitability acumen; understands the financial drivers of the brokerage and applies that lens to file quality, compliance, and retention outcomes.
Develops strategies to address complex challenges.
Develops talent, a continuous learning environment, and high performing teams.
Instills a business-oriented mindset to guide HUB’s agenda.
Considers a broader and diverse perspective when developing plans to improve organizational performance.
Implements strategies to foster agility and adjusts plans and objectives.
Creates a collaborative environment both within and across teams.
Communicates complex messages clearly, credibly, and with empathy.

Responsibilities

Establishes and enforces file quality standards across all Commercial Lines verticals, ensuring documentation, forms, applications, and policy records meet or exceed organizational and carrier requirements.
Develops and manages a structured peer audit program to proactively identify E&O exposure, documentation gaps, and workflow non-compliance before issues escalate.
Conducts regular file reviews and spot-checks across teams, providing detailed findings and corrective action plans to Client Service Directors and Client Service Managers.
Tracks and reports on audit results, identifying systemic trends and recommending process improvements.
Analyzes audit data to identify high-risk accounts, teams, or process areas, and collaborates with leadership to implement targeted corrective actions.
Serves as a subject matter resource on E&O prevention best practices, contributing to training content and organizational awareness.
Monitors open activity queues to ensure service staff are managing tasks within expected timeframes and in accordance with established workflows.
Implements zero-tolerance protocols for missed expirations, including early-warning reporting, escalation paths, and root cause analysis for any lapses.
Partners with Client Service Directors and Client Service Managers to remediate workload imbalances or process breakdowns that contribute to missed deadlines.
Monitors aged accounts receivable across all verticals, partnering with Client Service Directors and finance to drive balances to zero or near-zero.
Establishes reporting cadences and escalation triggers for overdue balances, ensuring accountability at the account manager level.
Identifies root causes of AR aging — including invoicing delays, client disputes, and workflow gaps — and works cross-functionally to resolve.
Ensures service staff adhere to established workflows, task lists, and role-specific responsibilities across account management positions.
Works closely with operational leadership to align quality assurance standards with broader organizational objectives.
Provides structured feedback and quality metrics to inform the development of individualized training plans for underperforming staff.
Partners with Client Service Directors to embed quality expectations into team routines, including huddles, one-on-ones, and performance reviews.
Collaborates with the Practice Director, Operational Excellence to leverage the HUB Angel program for desk remediation initiatives and problem identification.
Prioritizes and triages desks requiring remediation based on risk exposure, client impact, and audit findings; tracks remediation progress and ensures issues are resolved to standard before transitioning accounts back to regular service workflows.
Develops and maintains QA dashboards and scorecards that provide leadership with visibility into file quality, audit pass rates, expiration compliance, and AR aging.
Presents findings and recommendations to the Practice Leader and senior leadership on a regular cadence.
Drives a culture of continuous improvement by identifying recurring issues and championing process, technology, or training solutions.
Performs other duties and projects as assigned.