About this role
This role ensures the accuracy, compliance, and quality of life insurance inforce processing activities through detailed transaction audits. The analyst identifies trends and root causes, documents findings, and partners with operations leaders to support corrective action and continuous improvement.
Key Responsibilities
- Perform detailed quality audits of life insurance inforce transactions
- Evaluate processing against procedures, controls, regulatory requirements, and service standards
- Document audit findings, defect types, root causes, and emerging risk patterns
- Partner with operations leaders and associates on corrective action planning
- Analyze audit results for trends and opportunities and support continuous improvement
Technical Overview
The scope is operations QA focused on life insurance inforce transaction quality. The analyst audits financial, disbursement, policy change, and title change activity against procedures, controls, regulatory requirements, and service standards, using structured documentation and calibration to maintain audit consistency.
Ideal Candidate
The ideal candidate is a mid-level quality assurance professional with 1-4+ years of experience auditing insurance or financial services transactions. They have strong attention to detail, can evaluate compliance and controls adherence, and can document audit findings with clear root cause analysis to drive continuous improvement.
Must-Have Skills
Perform detailed quality audits of life insurance inforce transactionsEvaluate transaction processing for adherence to established procedurescontrolsregulatory requirementsand service standardsDocument audit findings and classify defect typesroot causesand emerging risk patternsConsistently apply sound judgment and accountability when evaluating transaction quality and process adherence
Nice-to-Have Skills
Experience in insurancefinancial servicesbankinghealthcare claimsor other regulated operational environmentsPrior quality assuranceauditcomplianceor controls experience1-4+ years of experience in quality assuranceauditingcompliancetransaction processinginsurance operationsfinancial operationsor operational risk/control environments
Required Skills
quality assurancequality auditstransaction auditslife insurance inforce transactionsprocedures adherencecontrolsregulatory requirementsservice standardsaudit documentationdefect classificationroot cause analysiscontinuous improvementcalibration sessionsoperational risk/control environmentscompliance
Hard Skills
quality auditstransaction auditslife insurance inforce transactionsfinancialdisbursementpolicy changetitle change activityprocedure adherencecontrolsregulatory requirementsservice standardsaudit documentationdefect classificationroot cause analysisrisk pattern identificationdata analysiscontinuous improvementcalibration sessionsoperational risk/control environmentscompliance
Soft Skills
sound judgmentaccountabilityattention to detailobjective and actionable communicationpartnership skillsconstructive feedbackmanage multiple prioritieslearning agilityaccountability
Keywords for Your Resume
Operations Quality Assurance AnalystPacific LifeConsumer Markets Divisionquality assurancequality auditstransaction auditslife insurance inforce transactionsfinancialdisbursementpolicy changetitle changeprocedurescontrolsregulatory requirementsservice standardsaudit findingsdefect typesroot causesemerging risk patternscalibration sessionscontinuous improvementoperational improvementoperational riskcontrols experiencecomplianceroot cause analysis
Deal Breakers
Must be able to perform detailed quality audits of life insurance inforce transactions, Must be able to document audit findings with defect types and root causes, Must demonstrate exceptional attention to detail and documentation accuracy
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