Premium Audit Coordinator
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Job Description
Premium Audit Coordinator at Davies North America handling premium audit preparations and communications with clients. Liaison roles with auditors and insureds to ensure audits proceed smoothly.
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
Requirements:
- High School Diploma or GED
- Excellent computer skills including experience in the Microsoft Office Suite
- Commitment to providing exceptional customer service
- 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
- 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
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
- Paid sick leave, paid family and parental leave, and other mandated benefits in accordance with applicable state and local requirements.
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