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

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
Excellent team player with interpersonal skills
High level attention to detail and problem-solving skills
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

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
Where required by law, the Company provides paid sick leave, paid family and parental leave, and other mandated benefits in accordance with applicable state and local requirements.

Premium Audit Coordinator, Part-Time

Key skills