Audit Operations Associate (Remote)

Davies•Home, AL

1d•Remote

About The Position

Davies North America is seeking an experienced Audit Operations Associate to work with its AVP team. The associate provides operations reports, tracks client pricing and contracts, and performs support functions across the practice group. The role requires technical, interpersonal, and math skills. The position maintains price-increase tracking and pricing data in AuSuM and Nexus, keeps contract and pricing records organized, reviews upcoming renewals, and prepares and enhances standard and custom reports for leadership, operations teams, and client meetings. It also supports operational records and processes, including territory and operations maps, staffing and account coordination documents, referral monitoring, order cancellations, and client feedback surveys. The role requires a high school diploma or GED, basic written and verbal communication abilities, proficiency with Microsoft Office and spreadsheet software, accurate typing at 50 words per minute, and experience using a 10-key calculator. The company describes benefits for qualifying employees, with eligibility and offerings varying by role, classification, and location.

Requirements

High school diploma or GED.
No certifications are needed.
Ability to read and comprehend simple instructions, short correspondence, and memos.
Ability to write simple correspondence and edit work for spelling and grammar.
Ability to present information effectively in one-on-one and small-group situations.
Ability to apply common-sense understanding to carry out written, oral, or diagrammed instructions and handle problems involving several concrete variables in standardized situations.
Knowledge of word-processing and spreadsheet software, including Microsoft Office, Microsoft Word, and Excel, and ability to learn other computer programs quickly.
Ability to type 50 words per minute accurately.
Experience with a 10-key calculator.
Ability to perform arithmetic using whole numbers, common fractions, and decimals.
Clear speaking and listening skills, including seeking clarification when needed.
Demonstrated teamwork, integrity, confidentiality, adaptability, organization, time management, follow-through, and attention to accuracy and quality.

Responsibilities

Maintain and monitor the price-increase tracking sheet to identify upcoming increases and ensure they are implemented on time.
Update and maintain accurate pricing information in AuSuM and Nexus.
Keep contract and pricing documentation current and organized, and review upcoming renewals to ensure eligible price increases are not missed.
Build, maintain, and enhance reports based on team and business needs, and provide reporting support to leadership and operations teams.
Run standard reports, including the Top 21 client list, gross profit, and weekly reports, as well as other assigned reports, using Insurity/Nexus.
Prepare standard client reports with monthly, quarterly, and year-to-date information before client meetings, preferably 7–10 days in advance.
Maintain updated mapping, including physical auditor territory maps and operations maps.
Maintain the branch staffing master document.
Organize and manage the Account Coordination Master document.
Monitor and update the IC referral program.
Support the order cancellation process.
Assist with insured/client feedback surveys.
Perform other duties as assigned.
Maintain regular and dependable attendance and be available to perform responsibilities during established work hours.

Benefits

Medical insurance
Dental insurance
Vision insurance
401(k) plan with employer matching
Discretionary Time Off for exempt employees and Paid Time Off for non-exempt employees
Paid holidays
Life insurance
Short-term disability coverage
Long-term disability coverage
Paid sick leave, paid family and parental leave, and other mandated benefits where required by law