Audit & Inspection Success Partner

Integrated Specialty Coverages, LLC•Sacramento, CA
•$25 - $33•Hybrid

About The Position

The Audit & Inspection Success Partner is a customer-facing commercial insurance role responsible for managing premium audits and carrier inspections throughout the customer lifecycle. The position helps contractors navigate potentially confusing audit and inspection processes by organizing deadlines, documentation, carrier requirements, and internal follow-up from initial notice through final resolution. It is an ownership role focused on customer communication, problem-solving, detailed workflow management, and cross-team coordination. The position begins fully onsite at ISC's 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 also offers bonus pay. The stated national hourly pay range is $25–$33; actual starting pay depends on factors such as 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 navigate frustrated customers and solve problems professionally.
  • Comfort working 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.

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 required payroll, financial, subcontractor, photo, safety, and other supporting documentation.
  • Track deadlines and follow up consistently to keep audits and inspections moving and prevent overdue matters.
  • 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 premium, 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 in audit, inspection, customer experience, and team workflows.

Benefits

  • Employee Ownership Program, through which eligible employees share in financial rewards as the company grows.
  • Professional development opportunities.
  • Owner Referral Program.
  • Work-from-home reimbursement for remote or hybrid roles.
  • Canary emergency financial assistance program.
  • Medical insurance.
  • Dental insurance.
  • Vision insurance.
  • Life/AD&D insurance.
  • Confidential Employee Assistance Program.
  • Health Savings Account with company contribution.
  • Short-term disability.
  • Voluntary supplemental accident, critical illness, and hospital insurance.
  • Employee discounts.
  • 401(k) plan with company match contribution.
  • Addition Wealth Financial Wellness Program.
  • Various time-off programs.
  • 11 company-paid holidays.
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