Premium Audit Coordinator (Part-Time, Remote)

Department: Risk Management and Loss Control

Employment Type: Permanent - Part Time

Location: Home United States

Reporting To: Sharon Warner

Compensation: $14.00 - $16.00 / hour

Description

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, CPA’s, 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
• 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

Benefits

• Medical, dental, and vision plans to ensure your health and that of your family.
• A 401k plan with employer matching to help you build a secure financial future.
• Our time-off policies, including Discretionary Time Off (DTO) for exempt employees and Paid Time Off (PTO) package for non-exempt employees, reflect our commitment to promoting a healthy work environment.
• Paid holidays.
• Life insurance and both short-term and long-term disability plans, providing essential financial protection for you and your loved ones.