Audit & Inspection Success Partner

Integrated Specialty Coverages•Sacramento, CA

1d•Hybrid

About The Position

The Audit & Inspection Success Partner is a customer-facing commercial insurance role responsible for managing premium audits and carrier inspections from initial notice through final resolution. The position helps contractors understand requirements, deadlines, findings, and next steps, while keeping documentation, carrier requirements, and internal follow-up organized. It involves solving problems, communicating with customers, managing detailed workflows, and collaborating across teams rather than simply processing paperwork. The position begins fully onsite at the Sacramento office. After successful completion of the probationary period, employees are eligible for a hybrid schedule with one work-from-home day per week. The role offers bonus pay. Starting pay is listed as $25–$33 per hour, with actual pay determined by factors including skills, qualifications, training, and experience.

Requirements

At least 2 years of commercial insurance, account management, customer success, underwriting support, or similar client-facing experience is preferred.
Candidates without direct audit or inspection experience may be considered if they have relevant insurance, operations, account management, or customer-facing experience.
An active California Property and Casualty license is preferred; candidates without an active license must be willing and able to obtain one if required. CCIS provides licensing support.
Strong written and verbal communication skills, including the ability to explain complicated information simply.
Excellent organization, follow-through, and attention to detail.
Confidence managing multiple customers, deadlines, and moving pieces at once.
Ability to handle frustrated customers and solve problems professionally.
Comfort with documentation-heavy and process-driven workflows.
Ability to learn and effectively use multiple technology platforms.
Proficiency with Microsoft Office products.
Ability to work onsite in Sacramento during the initial probationary period.
Must be legally authorized to work in the United States.

Nice To Haves

Experience with commercial insurance premium audits, General Liability, or Workers' Compensation.
Experience with carrier inspections, loss-control recommendations, or underwriting follow-up.
Knowledge of payroll, gross receipts, subcontractor costs, insurance classifications, or mid-term endorsements.
Agency, brokerage, MGA, or carrier experience.
Bilingual communication skills.
Active California Property and Casualty license.

Responsibilities

Own premium audit and carrier inspection workflows from initial notice through final resolution.
Serve as the primary customer contact and explain requirements, deadlines, findings, and next steps.
Help customers gather and submit payroll, financial, subcontractor, photo, safety, and other supporting documentation.
Track deadlines and follow up consistently to keep audits and inspections moving and prevent overdue work.
Review audit and inspection information for inconsistencies, classification issues, missing information, and other concerns that may affect premium or coverage.
Coordinate with carriers, auditors, inspectors, underwriting, Service, Renewals, Accounting, and Management to resolve issues.
Assist with disputes, corrections, inspection recommendations, and proof of completed corrective actions when appropriate.
Explain final outcomes, including additional or return premium, inspection requirements, and underwriting decisions.
Maintain accurate customer, policy, activity, and follow-up records in CCIS systems.
Identify opportunities for mid-term policy updates when customer operations or exposures have materially changed.
Contribute to improvements to audit, inspection, customer experience, and team workflows.