Audit Specialist

L.A. Insurance; Birmingham (MI); On-site; USD 42,000 - 64,000; Full time

Benefits offered by this job

Paid time off

Paid holidays

Health insurance options

Retirement participation

Job summary

L.A. Insurance is seeking an Audit Specialist to conduct policy audits, verify documents in Policy One, and review applications to ensure correct PIP/deductibles across programs. The role supports operations, tracks changes in Excel, and communicates findings to agents and zone managers.

The position emphasizes accuracy, timely task completion, strong communication, and excellent customer service within a collaborative team environment.

Qualifications

• Excellent communication and customer service skills.
• Proficient in Microsoft Office Suite.
• Well organized and detail oriented.
• Team player who is punctual and possesses a strong work ethic.
• Responsible, trustworthy, 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.
• Contact the Agent explaining the error made and the correction needed after the audit.
• 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

Communication

Microsoft Office

Organization

Team player

Problem solving

Multi-tasking

Attention to detail

Oral/written/presentation

Interpersonal skills

Tools

Microsoft Office Suite

Job description

Career Opportunities with L.A. Insurance

A great place to work.

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.