Description
We are looking for a Premium Audit Coordinator who will work directly with the branch team to provide assistant functions to our field representatives. Reporting to the Branch Manager, you will perform a variety of tasks related to the preparation of reports and appointments.
Key Responsibilities:
- Act as a liaison between the Phone Audit Manager and Phone Auditors to facilitate the flow of work
- Handle high call volume, averaging 8-12 calls per hour during business hours
- Coordinate with insureds and field representatives to set up audit or inspection appointments
- Assist 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
- Communicate audit needs to the insured to help ensure information is prepared for the Phone Auditor
- Maintain and update contact notes on each assigned job in AuSum
- Make calls to check on status of information, including insurance agent calls
- Handle all calls in a professional and welcoming manner
- Attach information and add progress notes as it becomes available in AuSum
- Assign audits to Phone Auditors once information is received
- Perform 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
- Strong communication, attention to detail, efficiency, multitasking, and problem-solving skills
- Ability to work collaboratively and independently with minimal supervision
Benefits:
- Medical, dental, and vision plans
- 401(k) plan with employer matching
- Time-off policies, including Discretionary Time Off (DTO) and Paid Time Off (PTO)
- Paid holidays
- Life insurance and short-term and long-term disability coverage