Premium Audit Coordinator (Part-Time, Remote)

About the Role

The team you will be working with is dedicated to delivering exceptional results and is committed to supporting the well-being and future of its employees. With a focus on innovation and excellence, Davies North America is at the forefront of the insurance and regulated sectors, making this an exciting time to join the company.

As a Premium Audit Coordinator, you will report to the Branch Manager and work closely with the Phone Audit Manager and Phone Auditors to facilitate the flow of work. Your excellent communication skills, both written and verbal, will be essential in this role, as you will be interacting with various stakeholders, including policyholders, CPA's, bookkeepers, and agents.

What You Will Do

• Act as a liaison between the Phone Audit Manager and Phone Auditors to facilitate the flow of work
• Handle high call volumes, averaging 8-12 calls per hour during business hours
• Coordinate audit or inspection appointments with insureds and field representatives
• Assist with determining needs, scheduling or cancelling appointments, or referring the insured to the correct staff person
• Correspond with policyholders, CPA's, bookkeepers, agents to gather additional information as needed
• Communicate audit needs to the insured to help ensure information is prepared for the Phone Auditor
• Maintain and update contact notes on each assigned job in AuSum
• Make calls to check on the status of information, including insurance agent calls
• Handle all calls in a professional and welcoming manner
• Attach information and add progress notes as it becomes available in AuSum
• Assign audits to Phone Auditors once information is received

What We Are Looking For

• Professional phone, chat, and email communication skills
• High School Diploma or GED
• Excellent computer skills, including experience in the Microsoft Office Suite
• Commitment to providing exceptional customer service
• Ability to balance listening and talking, speaking, and writing clearly and accurately
• Influencing others, keeping others informed
• Attention to detail, with the ability to listen to information from policyholders and clients alike
• Efficiency, with the ability to plan, manage time well, be on time, and be cost-conscious
• Multitasking abilities, with the ability to handle distractions well and adapt to new responsibilities
• Proactive, independent, and takes initiative with consistent follow-through

Nice to Have

• Experience in the insurance industry
• Knowledge of audit procedures and protocols
• Familiarity with AuSum or similar software

Benefits and Perks

• Comprehensive benefits package, including medical, dental, and vision plans
• 401(k) plan with employer matching
• Time-off policies, including Discretionary Time Off (DTO) for exempt employees and Paid Time Off (PTO) for non-exempt employees
• Paid holidays
• Life insurance and short-term and long-term disability coverage

• Be prepared to showcase your Excel skills, as well as your ability to provide exceptional customer service.
• Highlight your experience in the insurance industry, if applicable, and any knowledge of audit procedures and protocols.
• Familiarize yourself with AuSum or similar software to demonstrate your technical abilities.
• Emphasize your ability to work independently and manage your time effectively in a remote environment.
• Be prepared to discuss your strategies for handling high call volumes and multitasking in a fast-paced environment.
• Research Davies North America's company culture and values to demonstrate your enthusiasm for the role and the company.