Premium Audit Coordinator, Part-Time

Jobtailor; Deutschland; Vor Ort; EUR 28.000 - 38.000; Vollzeit

Zusammenfassung

Jobtailor is looking for a dedicated liaison to support our insurance audit process. The role involves coordinating between audit managers, auditors, insureds and field staff, handling a high volume of calls, and ensuring timely appointment scheduling and information collection.

The ideal candidate will communicate clearly, maintain accurate notes in AuSum, and collaborate effectively with cross-functional teams to keep audits moving smoothly.

Qualifikationen

• 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.
• Clear, effective communication in spoken and written form.
• Attention to detail and efficient time management.
• Ability to multitask and adapt to changing responsibilities.
• Independent, proactive with reliable follow-through.
• Strong teamwork and interpersonal skills.
• Discretion with confidential information.

Aufgaben

• Acts as a liaison between the Phone Audit Manager and Phone Auditors to facilitate the flow of work.
• Manage high call volumes and assist with scheduling or cancelling appointments.
• Coordinate between insureds and field representatives for audits or inspections.
• Gather information from policyholders and clients as needed.
• Communicate audit needs to ensure prepared information for the Phone Auditor.
• Maintain and update contact notes on each assigned job in AuSum.
• Assign audits to Phone Auditors once information is received.
• Attach information and add progress notes as it becomes available.
• Maintain professional and welcoming communication across channels.
• Other duties as assigned.

Kenntnisse

Phone etiquette

Communication

Multitasking

Attention to detail

Time management

Team player

Problem solving

Initiative

Independence

Discretion

Ausbildung

High School Diploma

GED

Tools

Microsoft Office

AuSum

Jobbeschreibung

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

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
• 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

Core Competencies

Demonstrates exceptional communication skills, both verbal and written, while effectively managing high call volumes and multitasking in a fast-paced environment. Proficient in using Microsoft Office Suite and maintaining detailed documentation to support audit processes.

Soft Skills

• Excellent Communication Skills
• Multitasking Ability
• Proactive Initiative
• Interpersonal Skills
• Problem-Solving Skills

Certifications & Qualifications

• High School Diploma
• GED

Industry Keywords

• Phone Auditing
• Insurance
• Client Liaison
• Appointment Scheduling
• Documentation

Tools & Technologies

• AuSum