Premium Audit Coordinator

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

📋 Description

• Serves as a communication link between the Phone Audit Manager and Phone Auditors to enhance workflow.

• Handles a high volume of calls, averaging between 8-12 calls per hour during business hours.

• Acts as a point of contact between insured clients and field representatives for the arrangement of audit or inspection appointments.

• Aids in identifying needs, scheduling or canceling appointments, and directing the insured to the appropriate staff member.

• Engages with policyholders, CPAs, bookkeepers, and agents to collect additional information as necessary.

• Clearly communicates audit requirements to the insured to ensure that all necessary information is ready for the Phone Auditor.

• Keeps contact notes updated for each assigned job within AuSum.

• Makes calls to verify the status of information, including reaching out to insurance agents.

• Conducts all calls in a professional and friendly manner, using discretion when explaining processes and reasons for inquiries.

• Attaches relevant information and records progress notes as they become available in AuSum.

• Assigns audits to Phone Auditors once the necessary information is gathered.

• Performs additional duties as required.

⛳️ Requirements

• High School Diploma or GED is required.

• Strong computer skills, including proficiency in the Microsoft Office Suite.

• Dedication to delivering outstanding customer service.

• Detail-oriented: Capable of listening attentively to information provided by policyholders and clients.

• Efficient: Skilled in planning, time management, punctuality, cost consciousness, and finding improved methods of operation.

• Multitasking ability: Effectively manages distractions, adapts to new responsibilities, and can quickly switch between tasks while adjusting to changes smoothly.

• Proactive, self-sufficient, and demonstrates initiative with consistent follow-through.

• Excellent verbal and written communication skills, delivered in a timely fashion.

• Superior time management abilities with a knack for meeting deadlines.

• Strong team player with good interpersonal skills.

• High level of attention to detail and problem-solving capabilities.

• Able to work collaboratively as well as independently with minimal supervision.

• Demonstrates discretion with sensitive and confidential information.

• Comfortable engaging with key individuals at all levels within an organization.

🏝️ Benefits

• Medical, dental, and vision plans to ensure the health of you and your family.

• A 401(k) plan with employer matching contributions.

• Generous time-off policies, including Discretionary Time Off (DTO) for exempt employees and Paid Time Off (PTO) for non-exempt employees.

• Paid holidays provided.

• Life insurance and coverage for short-term and long-term disability.

• Paid sick leave, along with paid family and parental leave, and other mandated benefits in compliance with applicable state and local laws.