Insurance Audit Support Specialist

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

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.