Premium Audit Coordinator (Part-Time, Remote)

Davies; United States; A distancia; USD 19.000 - 21.000; A tiempo parcial

Ventajas ofrecidas por este puesto de trabajo

Medical, dental, and vision plans

401(k) plan with employer matching

Discretionary Time Off (DTO) and Paid*

Paid holidays

Life insurance and disability coverage

Descripción de la vacante

Davies North America is seeking a Premium Audit Coordinator for a part-time, remote role. You will work with the branch team to assist field representatives, prepare reports, and handle inbound calls from insureds and audit representatives to ensure proper preparation for upcoming premium audits.

The role reports to the Branch Manager and requires strong communication and organizational skills. A high school diploma is required, and the company offers a comprehensive benefits package.

Formación

• Professional phone, chat, and email communication.
• High school diploma or GED is required.
• Excellent computer skills with Microsoft Office experience.
• Commitment to providing exceptional customer service.
• Strong written and verbal communication abilities.
• Detail-oriented and organized with document handling skills.

Responsabilidades

• Acts as a liaison between the Phone Audit Manager and Phone Auditors.
• Handle high call volume averaging 8–12 calls per hour.
• Assist with scheduling and setting up audits or inspections.
• Coordinate appointments and refer insureds to the right staff.
• Correspond with policyholders, CPAs, bookkeepers, and agents as needed.
• Communicate audit needs to insured and prepare information for auditors.
• Maintain and update contact notes in AuSum for each job.
• Makes calls to check status of information and insurance agent notes.
• Maintain professional and welcoming communication and explain processes clearly.
• Attach information and add progress notes in AuSum as available.
• Assign audits to Phone Auditors when information is received.
• Perform other duties as assigned.

Conocimientos

Phone communication

Email communication

Multitasking

Time management

Attention to detail

Customer service

Microsoft Office

Educación

High School Diploma or GED

Herramientas

Microsoft Office Suite

Descripción del empleo

Premium Audit Coordinator (Part-Time, Remote)

Department: Risk Management and Loss Control

Employment Type: Permanent - Part Time

Location: Home United States

Reporting To: Nicole Elzinga

Compensation: $14.00 - $15.00 / hour

Description

Our Story

Imagine being part of a team that’s not just shaping the future but actively driving it. At Davies North America, we’re at the forefront of innovation and excellence, blending cutting‑edge technology with top‑tier professional services. As a vital part of the global Davies Group, we help businesses navigate risk, optimize operations, and spearhead transformation in the insurance and regulated sectors.

What's in Store

We are on the lookout for a Premium Audit Coordinator who will work directly with the branch team to provide assistant functions to our field representatives. Reporting to the Branch Manager, you will perform a variety of tasks related to the preparation of reports and appointments. You will also spend time completing inbound calls with insureds and audit representatives to encourage the appropriate preparation for upcoming premium audits.

Key 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

Skills, knowledge & expertise

• 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

Equal Employment Opportunity & Legal Notices

Benefits

At Davies North America, we are dedicated to supporting the well‑being and future of our qualifying employees. Our comprehensive benefits package includes:

• Medical, dental, and vision plans to support your health and that of your family
• A 401(k) plan with employer matching
• Time‑off policies, including Discretionary Time Off (DTO) for exempt employees and Paid Time Off (PTO) for non‑exempt employees
• Paid holidays
• Life insurance and short‑term and long‑term disability coverage

Benefit offerings, eligibility, and required employer contributions may vary based on role, classification, and applicable federal, state, and local laws, including those tied to an employee’s primary work location.

Where required by law, the Company provides paid sick leave, paid family and parental leave, and other mandated benefits in accordance with applicable state and local requirements.

Diversity and Inclusion

Davies is dedicated to fostering a diverse and inclusive workplace that embraces a wide range of perspectives and experiences. We believe that diversity of thought is essential for innovation and creativity, and we actively promote an environment where all voices are valued and heard.

Compensation Transparency: The salary range listed reflects the full compensation band for this role across all locations. Actual compensation will be based on factors such as skills, experience, qualifications, and geographic location, which may impact the final offer. We share ranges to remain transparent and consistent with pay equity practices.

Essential Functions

The following responsibilities and expectations are considered essential to the successful performance of this role. Reasonable accommodations may be made to enable qualified individuals with disabilities to perform these essential functions.

• Maintain regular and dependable attendance.
• Be available and able to perform job responsibilities during established work hours.

Background Check & Fair Chance Compliance

Any background check or review of criminal history, if applicable to the role, will be conducted only after a conditional offer of employment and in compliance with applicable federal, state, and local laws, including fair‑chance hiring requirements.

Massachusetts Notice

It is unlawful in Massachusetts to require or administer a lie detector test as a condition of employment or continued employment. An employer who violates this law shall be subject to criminal penalties and civil liability.

AI Policy

At Davies, we value authentic conversations and a fair candidate experience. While candidates may use AI and technology tools to prepare for interviews, we expect interview responses and assessments to reflect each individual's own experience, knowledge, and professional judgment.

We do not use sites like Facebook, Craigslist, or Telegram to recruit or interview potential employees or contractors. If you have been asked to provide any information through any method other than our career portal, please email us at [e-mail]