
Premium Audit Coordinator (Part-Time, Remote)
Required skills
- Microsoft Office Suite
- phone
- chat
- AuSum
Nice to have
- insurance agent
- CPA
- bookkeeper
Role summary
Davies North America is seeking a part-time, remote Premium Audit Coordinator to support field representatives and the branch team. Reporting to the Branch Manager, this role involves high call volume, acting as a liaison between auditors, insureds, and field representatives to schedule appointments and gather necessary information for premium audits. Key responsibilities include communication via phone, chat, and email, maintaining records in AuSum, and ensuring policyholders are prepared for audits. The ideal candidate possesses excellent computer skills, exceptional customer service, strong communication, time management, multitasking, and organizational abilities, with a high attention to detail.
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
- 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
Equal Employment Opportunity & Legal Notices
Benefits At Davies North America, we are dedicated to supporting the well‑being and future of our qualifying employees. Our comprehensive benefits package includes:- 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
- Maintain regular and dependable attendance.
- Be available and able to perform job responsibilities during established work hours.
Originally posted on Himalayas
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