Premium Audit Assistant

This is a fully remote position, open to applicants in California.

📋 Description

• Distribute audit request packets to insured parties and agents.

• Oversee audit timelines and established follow-up schedules.

• Execute second and final audit requests when initial responses are not received.

• Keep track of outstanding audit requests and escalate issues with non-responsive accounts.

• Maintain follow-up dates and task reminders within audit management systems.

• Supervise and manage departmental audit inboxes.

• Provide responses to insured parties, agents, payroll providers, and internal departments.

• Direct inquiries to Accounting, Underwriting, or Audit Management teams.

• Answer and route phone calls for the Audit Department.

• Reach out to insured parties to request documentation, clarify information, or address audit-related inquiries.

• Document both inbound and outbound communications.

• Keep organized electronic records and correspondence.

• Review payroll documentation, tax records, subcontractor information, and operational descriptions.

• Identify any missing, incomplete, or inconsistent documentation.

• Solicit additional information from insureds as needed.

• Track received records and maintain notes on audit status.

• Prepare audit files for auditor assignments.

• Create progress notes to document audit activities.

• Upload, organize, and classify audit documents systematically.

• Verify policy information, locations, class codes, FEIN data, and supporting documentation.

• Ensure accurate record-keeping for audit readiness and compliance.

• Assist with status updates and workflow management across various systems.

• Prioritize audits that are older and time-sensitive.

• Manage workloads in accordance with quality and timeliness standards.

• Adhere to procedures for follow-ups, due dates, extensions, and handling non-productive audit processing.

• Collaborate with auditors, management, and team members to ensure efficient completion of audits.

⛳️ Requirements

• High school diploma or equivalent qualification.

• At least one year of experience in administrative roles, insurance, auditing, customer service, or office support.

• Excellent written and verbal communication abilities.

• Outstanding organizational and time management skills.

• Keen attention to detail and accuracy.

• Capability to manage multiple tasks and deadlines concurrently.

• Proficiency in Microsoft Outlook, Excel, Word, and other Microsoft Office applications.

• Competence in composing professional business correspondence.

• Preferred: Experience in insurance, premium audits, workers’ compensation, underwriting, or claims operations.

• Preferred: Familiarity with payroll records, tax documentation, and financial records.

• Preferred: Experience in workflow-based production environments.

• Preferred: Knowledge of audit, underwriting, or policy administration systems.

🏝️ Benefits

• Competitive salary and performance-based incentives.

• Comprehensive health, dental, and vision insurance.

• Retirement savings plan with employer matching contributions.

• Opportunities for professional development and career advancement.

• Flexible work hours and a supportive work environment.