Audit Specialist

LA Insurance; Arizona; On-site; USD 55,000 - 75,000; Full time

Benefits offered by this job

Paid time off

Paid holidays

Health insurance options

Retirement participation

Job summary

LA Insurance in the United States is seeking an Audit Specialist to support the Operations team. You will conduct policy audits, review new business documents, and verify that the correct files are on Policy One.

You'll handle error lists from Zone Managers, track PIP and premium changes in Excel, answer calls, greet visitors, and perform additional admin duties to keep our fast-growing brokerage running smoothly.

Qualifications

• Excellent communication and customer service skills.
• Proficient in Microsoft Office Suite.
• Well organized and detail oriented.
• A team player who is punctual and possesses a strong work ethic.
• Responsible, trust-worthy, with the ability to problem solve independently.
• Effective at multi-tasking and prioritization.
• Meticulous attention to detail.
• Proven oral, written, telephone and presentation skills.

Responsibilities

• Conduct policy audits which entail review of new business policies and proofing for errors.
• Receives daily listing of errors, reviews, and checks each policy to determine that the correct documents are on the Policy One software.
• Reviews applications to determine which PIP/deductibles were selected in various programs.
• Once the audit is complete, the Audit Specialist contacts the Agent explaining the error made and the correction needed.
• Receives listings of errors from Zone Managers to audit.
• Tracks PIP and premium changes for policies that are written incorrectly with Microsoft Excel.
• Support and ensure that all tasks assigned are performed in a timely manner.
• Answers incoming calls and uses security system to greet visitors while verifying that the visitor has an appointment with a staff member.
• Additional administrative duties as needed.

Skills

Excellent communication

Microsoft Office Suite

Well organized

Team player

Problem solving

Multi-tasking

Attention to detail

Interpersonal skills

Tools

Microsoft Office Suite

Job description

Grow Your Career With a Leading Insurance Brand

Join a team where your growth matters and your work makes a real impact in communities across the nation.

For over 34 years, L.A. Insurance has provided a positive and supportive work environment. Our employees are the heartbeat of our company, and we are committed to helping each team member grow and reach their career goals.

L.A. Insurance is one of the largest independent insurance brokerages. We compare rates and coverage options from multiple insurers, giving our customers a complete picture of options, prices, and available coverage plans.

We are understanding, helpful, patient, and personal. Our customers’ confidence and peace of mind always come first. We reward hard work, promote from within and offer excellent training and career development for our employees.

We offer competitive pay and generous benefits, including paid time off, paid holidays, health insurance options and retirement participation.

The Audit Specialist conducts policy audits and overall support to the Operations team.

Key Responsibilities

• Conduct policy audits which entail review of new business policies and proofing for errors.
• Receives daily listing of errors, reviews, and checks each policy to determined that the correct documents are on the Policy One software.
• Reviews applications to determine which PIP/deductibles were selected in various programs.
• Once the audit is complete, the Audit Specialist contacts the Agent explaining the error made and the correction needed.
• Receives listings of errors from Zone Managers to audit.
• Tracks PIP and premium changes for policies that are written incorrectly with Microsoft Excel. These errors can be repetitive and are to be given to Chief Operating Officer and Agent Support on a weekly basis.
• Support and ensure that all tasks assigned are performed in a timely manner.
• Answers incoming calls and uses security system to greet visitors while verifying that the visitor has an appointment with a staff member.
• Additional administrative duties as needed.

Key Requirements

• Excellent communication and customer service skills.
• Must be proficient in Microsoft Office Suite.
• Well organized and detail oriented.
• A team player who is punctual and possesses a strong work ethic.
• Responsible, trust-worthy, with the ability to problem solve independently.
• Effective at multi-tasking and prioritization.
• Meticulous attention to detail.
• Proven oral, written, telephone and presentation skills. Strong interpersonal skills.

Education/Experience/Licenses/Certificates:

We invest in your success. Be part of a team where your work makes an impact and your growth matters.

Professional Growth

Grow your skills and advance your career with ongoing learning and development opportunities.

Full Benefits

Comprehensive benefits that support your health, wellbeing, and work-life balance.

Competitive Pay

Earn competitive compensation that values your skills and contributions.

Community Impact

Make a positive difference by contributing to the communities we serve.

Hear from Our Employees

“"LA Insurance is such a wonderful company to work for! Everybody is like family here, they truly care about you. I've worked here over a year and a half now, there is a lot of room for growth, and they offer paid training while you get your license!"”

“"Great work atmosphere with a great team. Great work-life balance. Leadership shows recognition and appreciation. Opportunities for growth and development."”

“"Excellent compensation structure and a management team that works with it's employees to ensure maximum productivity and therefore maximum income potential."”