Premium Audit Coordinator (MI, Part-Time, Remote)

About the role

Davies Risk Services is seeking an experienced Premium Audit Coordinator to join our team. This is a part-time (29 hours per week), remote role.

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
• Aids in determining needs, scheduling or cancelling appointments, or referring the insured to the correct staff person
• Corresponds 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
• Sets audits to Phone Auditors once information is received
• 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
• Performs other duties as assigned

Requirements

• Professional phone, chat, and email communication
• 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
• Exceptional capability to multi-task and prioritize with excellent organization and documentation skills in a fast-paced, dynamic work environment
• Excellent team player with interpersonal skills
• High level attention to detail and problem-solving skills
• 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

Skills

• High School Diploma or GED
• Experience in Microsoft Office Suite
• Strong communication skills
• Attention to detail
• Ability to manage multiple tasks efficiently
• Proactive and independent
• Exceptional organizational and documentation skills
• Collaborative and team-oriented
• Discretion with sensitive information

Benefits

• Medical, dental, and vision plans
• 401(k) plan with employer matching
• Discretionary Time Off (DTO) for exempt employees and Paid Time Off (PTO) for non-exempt employees
• Paid holidays
• Life insurance and short-term and long-term disability coverage
• Additional benefits may vary based on role, classification, and applicable federal, state, and local laws

Pay

$14.00 - $15.00 / hour

Schedule

This is a part-time (29 hours per week) remote role.