Operations & Compliance Auditor
WeShare Health · Orange, CA · 3 wk ago
FinanceFull-time
About the role
The Operations & Compliance Auditor ensures accuracy, compliance, and efficiency across call-center and operational workflows. This role conducts advanced, risk-based audits across multiple communications channels, identifies systemic gaps, and provides strategic insights that protect revenue, data integrity, and member experience.
Responsibilities
- Quality Oversight & Multi-Channel Auditing:
- Conduct risk-based audits across calls, case documentation, emails, texts, escalations, exceptions, and retention/saves
- Perform high-risk and escalated audits requiring independent judgment and regulatory awareness
- Identify systemic process gaps, compliance deviations, terminology inconsistencies, operational risks, and provide actionable recommendations
- Peer-to-peer audits and audit the auditors
- Operational Expertise & Escalation Support:
- Serve as a subject matter expert for eligibility, application outcomes, cancellations, reinstatements, saves, and compliance workflows
- Act as an escalation resource for complex or high-risk cases
- Ensure adherence to internal protocols, documentation standards, and compliance requirements
- Proactively identify and resolve operational or compliance issues with a solutions-oriented approach
- Trend Analysis & Strategic Insight:
- Analyze audit trends and performance metrics to support leadership decision-making
- Identify recurring errors, blind spots, and systemic issues and contribute to process improvement planning
- Provide complete, accurate reporting with clear recommendations
- Participate in calibration sessions to ensure consistent scoring
- Detect errors impacting revenue, billing accuracy, eligibility, or member records
- Support special projects and implementation of safeguards that protect revenue and reputation
- Reporting, Documentation, & System Optimization:
- Maintain accurate audit logs and documentation
- Support development of audit scorecards, QA workflows, and reporting frameworks
- Participate in system optimization initiatives to improve operational efficiency
- Reliability & Performance:
- Consistently meet or exceed KPIs with minimal supervision
- Demonstrate strong follow-through, confidentiality, and discretion with sensitive data
- Maintain a solutions-oriented mindset in resolving operational challenges
Qualifications
- HS Diploma/GED or higher
- 1+ year in QA, auditing, compliance review, call-center QA, or customer service
- Experience auditing calls, written correspondence, and case documentation
- Strong analytical skills with trend and root-cause identification
- High attention to detail, risk assessment ability, and independent judgment
- Strong written and verbal communication skills
- Proven reliability, confidentiality, and ability to provide objective feedback
- Excel proficiency and experience creating structured reports
- Demonstrated process-improvement and system-optimization experience
- Strong organizational skills and ability to work with minimal supervision
Preferred Qualifications
- Experience in healthcare, health-sharing, insurance, or non-profit environments
- Familiarity with compliance frameworks and HIPAA
- Bilingual (Spanish/English) and tech-savvy
What we offer
- Competitive hourly and benefits package, including health, life dental, and vision insurance, 403(b) with company match, and time off
- The chance to make a meaningful impact in the lives of individuals and families seeking affordable, faith-based healthcare solutions
- A great culture where you work with the founders and key stakeholders in a relaxed, but innovative atmosphere
- UHSM is an Equal Opportunity Employer