Premium Audit - CSR - Remote

Crum & Forster•Morristown, NJ

23h•$31,100 - $58,500•Remote

About The Position

The Premium Audit Customer Service Representative is responsible for managing and coordinating all communication activities related to S&S premium audits. This role involves handling phone and email inquiries, providing clear and accurate information to clients, and supporting the audit team in delivering high-quality service, while contributing to the overall success of the premium audit process.

Requirements

High school diploma; Associate's or Bachelor's degree in Business, Accounting, or a related field is preferred.
3+ years of relevant experience.
Proficiency in using computer systems and software applications, including Microsoft Office Suite (Excel, Word, Outlook).
Strong analytical and problem-solving abilities.
Excellent verbal and written communication skills.
Strong organizational and multitasking skills.
Attention to detail and accuracy in work.
Analytical Skills: Ability to review and interpret complex data and audit reports. Strong problem-solving skills to identify discrepancies and resolve issues.
Attention to Detail: High level of accuracy in reviewing audit reports and maintaining records. Thoroughness in following audit procedures and guidelines.
Communication: Excellent verbal and written communication skills. Ability to clearly explain audit findings and requirements to policyholders, agents, and auditors.
Teamwork: Engages and aligns with others for the benefit of the team and company.
Customer Focus: Provides quality/timely service to internal and external customers
Highly motivated with a positive outlook
Possess a service mentality
Ability to multi-task in a fast paced environment.

Nice To Haves

Bilingual English/Spanish is a plus

Responsibilities

Serve as the primary point of contact for clients regarding premium audit inquiries and issues.
Respond to phone calls and emails promptly, providing accurate and detailed information.
Explain audit processes, findings, and recommendations to clients in a clear and understandable manner.
Complete Non-Compliant Audit communications to the insured/business partners to gather premium audit documentation.
Coordinate communication between clients and the premium audit team to ensure smooth and efficient audit processes.
Assist auditors in gathering necessary information and documentation from clients.
Schedule and confirm audit appointments, ensuring all parties are informed and prepared.
Maintain accurate records of all communications and interactions with clients.
Prepare and distribute audit reports, summaries, and other relevant documents to clients and internal stakeholders.
Track and report on communication metrics, identifying areas for improvement.
Identify opportunities to enhance communication processes and client interactions.
Develop and implement best practices for managing premium audit communications.
Collaborate with the audit team to streamline workflows and improve overall service delivery.
Ensure all communications comply with company policies, industry regulations, and audit standards.
Review and verify the accuracy of information provided to and received by clients.
Address and resolve any client concerns or complaints in a timely and professional manner.

Benefits

Competitive compensation package
Generous 401K employer match
Employee Stock Purchase plan with employer matching
Generous Paid Time Off
Excellent benefits that go beyond health, dental & vision. Our programs are focused on your whole family’s wellness, including your physical, mental and financial wellbeing
Tuition reimbursement
Industry-related certifications
Professional training
Matching donation program
Volunteer opportunities
Employee-driven corporate giving program