Customer Service Representative (Audit)

ReSource Pro Operational Solutions Philippines Inc.; Mandaluyong; On-site; PHP 300,000 - 480,000; Full time

Job summary

ReSource Pro Philippines invites applications for an Assistant, Audit Support. This role supports the insurance audit process by collecting, reviewing, and validating documentation from policyholders.

You will work with clients and audit teams to ensure records are complete, accurate, and audit-ready while upholding quality and service standards. Candidates should have a Bachelor's degree and experience in customer service or BPO.

Qualifications

• Bachelor’s degree required.
• Experience in customer service, BPO, administrative support, or related field is an advantage.
• Strong verbal and written communication skills.
• Excellent attention to detail and organizational abilities.
• Ability to manage multiple tasks, meet deadlines, and work independently.
• Audit, insurance, or compliance experience is a plus but not required.

Responsibilities

• Collect, review, and validate audit-related documents to ensure completeness, accuracy, and compliance with audit requirements.
• Communicate with policyholders to request required records, follow up on outstanding documentation, and address audit-related inquiries.
• Prepare audit files for review by uploading documents, identifying discrepancies, and coordinating with internal teams to support timely audit completion.
• Communicate with policyholders and agents through phone and email to gather information, provide audit guidance, and address inquiries.
• Explain audit requirements, expectations, and timelines while ensuring a positive customer experience.
• Promote digital tools and maintain professional, timely, and courteous interactions to support efficient audit processes.
• Manage a portfolio, ensuring timely collection and processing of required records.
• Maintain accurate audit statuses, notes, and documentation in tracking systems, with regular progress updates.
• Follow established timelines for record collection and submit non-productive audits with proper documentation when records cannot be obtained.
• Collaborate with Audit Inventory Specialists (AIS) to manage audit assignments and communicate when audits are ready for reassignment.
• Ensure accurate time tracking, documentation, and compliance with established audit procedures and timelines.
• Maintain professionalism, promote teamwork, and support a positive, solution-focused work environment.

Skills

Customer service

Verbal communication

Written communication

Attention to detail

Organizational skills

Time management

Multitasking

MS Office

Independent work

Team collaboration

Education

Bachelor's degree

Tools

Microsoft Office

Job description

About ReSource Pro

ReSource Pro is a leading provider of business process management (BPM), technology, and strategic consulting services exclusively for the insurance industry. Founded in 2003, the company partners with insurance organizations worldwide to optimize operations, improve performance, and drive sustainable growth. Headquartered in New York City, ReSource Pro serves carriers, brokers, MGAs, and wholesalers across global delivery centers.

ReSource Pro’s culture is people‑centered, service‑driven, and excellence‑focused, rooted in deep insurance industry expertise. The company emphasizes building long‑term trust with clients through high standards of quality, reliability, and accountability.

Job Summary

The Assistant, Audit Support plays a vital role in supporting the insurance audit process by collecting, reviewing, and validating documentation from policyholders. This position works closely with clients and audit teams to ensure records are complete, accurate, and audit-ready while maintaining productivity, quality, and customer service standards.

Key Responsibilities

Record Collection and Review:

• Collect, review, and validate audit-related documents to ensure completeness, accuracy, and compliance with audit requirements.




• Communicate with policyholders to request required records, follow up on outstanding documentation, and address audit-related inquiries.




• Prepare audit files for review by uploading documents, identifying discrepancies, and coordinating with internal teams to support timely audit completion.

2. Communication and Customer Engagement

• Communicate with policyholders and agents through phone and email to gather information, provide audit guidance, and address inquiries.




• Explain audit requirements, expectations, and timelines while ensuring a positive customer experience.




• Promote digital tools and maintain professional, timely, and courteous interactions to support efficient audit processes.

3. Audit Inventory Management

• Manage a portfolio, ensuring timely collection and processing of required records.




• Maintain accurate audit statuses, notes, and documentation in tracking systems, with regular progress updates.




• Follow established timelines for record collection and submit non-productive audits with proper documentation when records cannot be obtained.

4. Teamwork and Collaboration

• Collaborate with Audit Inventory Specialists (AIS) to manage audit assignments and communicate when audits are ready for reassignment.




• Ensure accurate time tracking, documentation, and compliance with established audit procedures and timelines.




• Maintain professionalism, promote teamwork, and support a positive, solution-focused work environment.

Qualifications & Experience:

• Bachelor’s degree required.




• Experience in customer service, BPO, administrative support, or a related field is an advantage.




• Strong verbal and written communication skills.




• Excellent attention to detail and organizational abilities.




• Ability to manage multiple tasks, meet deadlines, and work independently.




• Proficient in Microsoft Office applications and basic computer systems.




• Audit, insurance, or compliance experience is a plus but not required.

Key Skills & Competencies:

• Strong customer service and relationship management skills

• Excellent verbal and written communication




• Attention to detail and accuracy in document review




• Strong organizational and time management abilities




• Ability to multitask and manage competing priorities




• Basic data analysis and problem-solving skills




• Proficiency in Microsoft Office and computer applications




• Ability to work independently and collaboratively in a team environment
  

Elevate your career with ReSource Pro, where your leadership, expertise, and vision will help shape the future of insurance operations on a global scale.