Premium Audit Coordinator

Role Overview

• 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
• 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

Requirements

• High School Diploma or GED
• Excellent computer skills including experience in the Microsoft Office Suite
• Commitment to providing exceptional customer service
• Professional phone, chat, and email communication
• Attention to Detail
• Efficiency
• Multitasking
• Proactive, independent, and takes initiative
• Exceptional capability to multi-task and prioritize
• Exhibit discretion with sensitive and confidential information

Benefits

• Medical, dental, and vision plans to support your health and that of your family
• A 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