Community Bank, N.A. · 7 hours ago
Audit & Quality Assurance Coordinator
Syracuse, NY
Full-time
Onsite
Entry, Mid Level
$26.25/hr - $43.22/hr
2+ years expCommunity Bank, N.A. is a rapidly growing independent insurance and risk management organization. The Audit & Quality Assurance Coordinator will support internal and external audit activities while ensuring compliance and accuracy in insurance operations, serving as the liaison between the brokerage and Corporate audit teams.
BankingFinancial ServicesPersonal FinanceWealth Management
Responsibilities
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Proactively audit workflows and SOPs to identify gaps, inefficiencies, or outdated steps, driving timely updates and ensuring operational readiness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
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
Ensure brokerage teams understand audit requirements and provide timely, accurate responses
Maintain organized audit files, workpapers, and documentation in accordance with Corporate and regulatory expectations
Track audit findings, monitor remediation progress, and support teams in completing corrective actions
Assist auditors by explaining brokerage workflows, system processes, and operational controls
Monitor regulatory and procedural updates to ensure audit readiness
Maintain proficient knowledge of, and demonstrate ongoing compliance with all laws and regulations applicable to this position, ensure ongoing adherence to policies, procedures, and internal controls, and meet all training requirements in a timely manner
Qualification
Required
2–5 years of experience in P&C insurance operations, compliance, quality assurance, or audit support
Strong understanding of brokerage workflows, documentation requirements, and regulatory expectations
Excellent organizational skills with the ability to manage multiple audit requests simultaneously
High attention to detail and strong analytical abilities
Effective communication skills and the ability to collaborate across teams
All applicants must be 18 years of age or older
Preferred
Experience with agency management systems (Applied EPIC) preferred
Industry designations (AINS, CISR, CPCU) are beneficial but not required
Benefits
11 paid holidays
Paid vacation
Medical, Vision & Dental insurance
401K with generous match
Pension
Tuition Reimbursement
Banking discounts
Company
Community Bank, N.A.
Community Financial System Inc.
1001-5000 employees
Funding
Current Stage
Late StageLeadership Team
Jeffrey Connolly
SVP, Head of Business Banking Credit & Operations
Melissa Bollman
Head of Retail Banking
Recent News
Central New York Business Journal
2026-01-16
Central New York Business Journal
2025-12-12
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