James Hallam
Quality Assurance Assistant
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Who We Are
James Hallam is an established and respected independent insurance broker, providing specialist advice and tailored insurance solutions to business and individuals across the UK. We pride ourselves on long-term client relationships, technical expertise, commitment to delivering high quality, personal service, and our culture.
Role Overview
As a Quality Assurance Assistant, you would be responsible for reviewing client files to assess the quality, suitability, and documentation of the advice provided to clients along with ensuring company procedures are being followed. The focus of this role will be reviewing commercial insurance placements for SMEs and Corporate businesses. This is a full-time role reporting to the Internal Audit Manager and working as part of an established quality assurance team.
Quality assurance or compliance experience is not required; however, commercial broking knowledge is essential. This role would suit someone with hands-on commercial insurance broking, account handling, or client servicing experience who enjoys the technical side of insurance and is looking for their first step into a quality assurance, audit, or compliance-focused role.
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Responsibilities
- Carry out file reviews in line with FCA requirements, company procedures, and expected standards for commercial insurance advice, with occasional personal lines reviews where required.
- Prepare and report practical feedback to team managers monthly, highlighting file quality themes, areas of good practice, and opportunities for improvement.
- Develop good working relationships with managers and trading teams to support consistent file standards and good client outcomes.
- Maintain accurate records of file reviews and audit findings.
- Assist the team with shared responsibility for achieving the required number of monthly file reviews.
- Ensure that you always operate within the Division’s systems, policies, and procedures.
- Liaise with the Internal Audit Manager to plan resource and support achievement of required audit levels.
- Provide feedback to the Internal Audit Manager on any recurring file quality trends.
- Support trading teams with guidance on the audit process and file quality expectations, including providing basic training.
Key Requirements
- A minimum of 3 years’ experience in commercial insurance broking, ideally account handling, client servicing, or advising. This is an entry-level quality assurance role so compliance or quality assurance experience is not required.
- Good technical knowledge of commercial insurance products, including but not limited to commercial property, motor fleet, professional indemnity, liability, and commercial combined. Preferably experienced with cases up to £100,000 in premium.
- Strong understanding of how commercial insurance advice is gathered, documented, and presented to clients.
- Ability to review client files and identify whether the advice, recommendation, and supporting documentation are clearly evidenced.
- Good understanding of FCA requirements and the importance of good client outcomes.
- Organised, self-motivated, and able to work independently.
- A high level of attention to detail and confidence providing clear, constructive feedback.
- Excellent interpersonal and communication skills.
- Cert CII or above is preferable.
- Experience using Acturis is preferable.
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What We Offer
- 25 days holiday
- Additional Holiday Purchase Scheme
- 24 Hour GP Service
- Income Protection Insurance
- Death in Service
- Anniversary Recognition
- CII Membership/Support
- Terry Berry Membership
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