Premium Audit Coordinator (Part-Time, Remote)

Key Responsibilities

• Acts as a liaison between the Phone Audit Manager and Phone Auditors to facilitate the flow of work
• High call volume averaging 8-12 calls per hour during business hours
• Acts as a liaison between insureds and field representatives when setting up audit or inspection appointments
• Assists with determining needs scheduling or cancelling appointments or referring the insured to the correct staff person
• Correspond with policyholders CPAs bookkeepers agents to gather additional information as needed
• Communicates audit needs to the insured to help ensure information is prepared for the Phone Auditor
• Maintains and updates contact notes on each assigned job in AuSum
• Makes calls to check on status of information including insurance agent calls
• Handles all calls in a professional and welcoming manner and uses tact when explaining this process and reasoning for the inquiry
• Attaches information and adds progress notes as it becomes available in AuSum
• Assigns audits to Phone Auditors once information is received
• Other duties as assigned

Skills knowledge & expertise

• Professional phone chat and email communication
• High School Diploma or GED
• Excellent computer skills including experience in the Microsoft Office Suite
• Commitment to providing exceptional customer service
• Communication: Balancing listening and talking speaking and writing clearly and accurately influencing others keeping others informed
• Attention to Detail: Listen to information from policyholders and clients alike
• Efficiency: Planning managing time well being on time being cost conscious thinking of better ways to do things
• Multitasking: Handles distractions well adaptable to new responsibilities; ability to quickly switch between tasks and adapt to changes easily
• Proactive independent and takes initiative with consistent follow through
• Superb communication skills verbal and written conducted in a timely manner
• Superior time management skills with capability of working with and meeting deadlines
• Exceptional capability to multi-task and prioritize with excellent organization and documentation skills in a fast-paced dynamic work environment
• Excellent team player with interpersonal skills
• High level attention to detail and problem-solving skills
• Capable of working collaboratively and independently with minimal supervision
• Exhibit discretion with sensitive and confidential information
• Display a comfort level working with key people at all levels within an organization

Equal Employment Opportunity & Legal Notices

• Medical dental and vision plans to support your health and that of your family
• A 401(k) plan with employer matching
• Timeoff policies including Discretionary Time Off (DTO) for exempt employees and Paid Time Off (PTO) for nonexempt employees
• Paid holidays
• Life insurance and shortterm and longterm disability coverage