Premium Audit Coordinator (Part-Time, Remote)

Davies•Home, AL

5d•Remote

About The Position

Imagine 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 Store We are on the lookout for an experienced 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. This is a part-time (29 hours per week), remote role.

Requirements

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
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

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

Benefits

Medical, dental, and vision plans to ensure your health and that of your family.
A 401k plan with employer matching to help you build a secure financial future.
Our time-off policies, including Discretionary Time Off (DTO) for exempt employees and Paid Time Off (PTO) package for non-exempt employees, reflect our commitment to promoting a healthy work environment.
Paid holidays.
Life insurance and both short-term and long-term disability plans, providing essential financial protection for you and your loved ones.

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