Premium Audit Coordinator (Part-Time, Remote)

Davies

United StatesRemote onlyPart time
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Pay
$14 to $15
an hour
Location
United States
Work style
Remote only
Job type
Part time
Posted
Oct 27
Today
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About the company

Davies

Insurance · 5,001 to 10,000 employees

Our StoryImagine being part of a team that’s not just shaping the future but actively driving it. At Davies North America, we’re at the forefront of innovation and excellence, blending cutting-edge technology with top-tier professional services. As a vital part of the global Davies Group, we help businesses navigate risk, optimize operations, and spearhead transformation in the insurance and regulated sectors.

Davies on LinkedIn

What you'll do

  • 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

What you need

  • 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
  • Education: a high school diploma

Key skills

CommunicationAttention to Detailtime managementorganizationdocumentationproblem-solving

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Perks

  • Medical
  • dental
  • vision plans
  • Discretionary Time Off
  • Paid Time Off

See full description on company page, apply now

Read the full posting here
Our StoryImagine being part of a team that’s not just shaping the future but actively driving it. At Davies North America, we’re at the forefront of innovation and excellence, blending cutting-edge technology with top-tier professional services. As a vital part of the global Davies Group, we help businesses navigate risk, optimize operations, and spearhead transformation in the insurance and regulated sectors.What's in StoreWe are on the lookout 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. You will also spend time completing inbound calls with insureds and audit representatives to encourage the appropriate preparation for upcoming premium audits. Key ResponsibilitiesActs as a liaison between the Phone Audit Manager and Phone Auditors to facilitate the flow of workHigh call volume averaging 8-12 calls per hour during business hoursActs as a liaison between insureds and field representatives when setting up audit or inspection appointmentsAssists with determining needs, scheduling or cancelling appointments, or referring the insured to the correct staff personCorrespond with policyholders, CPA’s, bookkeepers, agents to gather additional information as neededCommunicates 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 AuSumAssigns audits to Phone Auditors once information is receivedOther duties as assignedSkills, knowledge & expertiseProfessional phone, chat, and email communicationHigh School Diploma or GEDExcellent computer skills including experience in the Microsoft Office SuiteCommitment to providing exceptional customer serviceCommunication: Balancing listening and talking, speaking, and writing clearly and accurately, influencing others, keeping others informedAttention 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 thingsMultitasking: Handles distractions well, adaptable to new responsibilities; ability to quickly switch between tasks and adapt to changes easilyProactive, independent, and takes initiative with consistent follow throughSuperb communication skills, verbal and written, conducted in a timely mannerSuperior time management skills with capability of working with and meeting deadlinesExceptional capability to multi-task and prioritize with excellent organization and documentation skills in a fast-paced, dynamic work environmentExcellent team player with interpersonal skillsHigh level attention to detail and problem-solving skillsCapable of working collaboratively and independently with minimal supervisionExhibit discretion with sensitive and confidential informationDisplay a comfort level working with key people at all levels within an organizationEqual Employment Opportunity & Legal NoticesBenefitsAt 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 familyA 401(k) plan with employer matchingTime‑off policies, including Discretionary Time Off (DTO) for exempt employees and Paid Time Off (PTO) for non‑exempt employeesPaid holidaysLife insurance and short‑term and long‑term disability coverageBenefit offerings, eligibility, and required employer contributions may vary based on role, classification, and applicable federal, state, and local laws, including those tied to an employee’s primary work location.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.Diversity and InclusionDavies is dedicated to fostering a diverse and inclusive workplace that embraces a wide range of perspectives and experiences. We believe that diversity of thought is essential for innovation and creativity, and we actively promote an environment where all voices are valued and heard.Compensation Transparency: The salary range listed reflects the full compensation band for this role across all locations. Actual compensation will be based on factors such as skills, experience, qualifications, and geographic location, which may impact the final offer. We share ranges to remain transparent and consistent with pay equity practices. Essential Functions The following responsibilities and expectations are considered essential to the successful performance of this role. Reasonable accommodations may be made to enable qualified individuals with disabilities to perform these essential functions.Maintain regular and dependable attendance.Be available and able to perform job responsibilities during established work hours.Background Check & Fair Chance Compliance Any background check or review of criminal history, if applicable to the role, will be conducted only after a conditional offer of employment and in compliance with applicable federal, state, and local laws, including fair‑chance hiring requirements.Massachusetts NoticeIt is unlawful in Massachusetts to require or administer a lie detector test as a condition of employment or continued employment. An employer who violates this law shall be subject to criminal penalties and civil liability.AI PolicyAt Davies, we value authentic conversations and a fair candidate experience. While candidates may use AI and technology tools to prepare for interviews, we expect interview responses and assessments to reflect each individual's own experience, knowledge, and professional judgment. We do not use sites like Facebook, Craigslist, or Telegram to recruit or interview potential employees or contractors. If you have been asked to provide any information through any method other than our career portal, please email us at recruitment@davies-group.com

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