Premium Audit Customer Service Representative - Remote

Crum & Forster; Morristown (NJ); Remote; USD 26,000 - 51,000; Full time

Job summary

A leading insurance provider is seeking a Premium Audit Customer Service Representative to manage client inquiries related to premium audits. The role involves coordinating with clients and auditors, ensuring compliance, and maintaining accurate documentation. The ideal candidate has 3-5 years of relevant experience and strong communication skills. This position supports remote work options.

Benefits

Competitive compensation package

Generous 401K employer match

Employee Stock Purchase plan

Paid Time Off

Career development opportunities

Qualifications

• 3-5 years of relevant experience.
• Proficient in Microsoft Office Suite, especially Excel and Word.
• Strong verbal and written communication skills.

Responsibilities

• Serve as the primary point of contact for clients regarding premium audit inquiries.
• Coordinate communication between clients and the premium audit team.
• Maintain accurate records of all communications and client interactions.

Skills

Client communication

Analytical skills

Attention to detail

Organizational skills

Bilingual English/Spanish

Education

Associate's or Bachelor's degree in Business, Accounting, or related field

Tools

Microsoft Office Suite

Job description

Overview

Crum & Forster (C&F) with a proud history dating to 1822 provides specialty and standard commercial lines insurance products through our admitted and surplus lines insurance companies. C&F enjoys a financial strength rating of "A" (Excellent) by AM Best and is known for superior customer service. Our claims and risk engineering services are recognized as among the best in the industry. Our most valuable asset is our people: more than 2000 employees in locations throughout the United States. The company is recognized as a great place to work with workplace and wellness awards, including the October 2023 Great Place to Work Award for our employee-first focus and our commitment to diversity, equity and inclusion. C&F is part of Fairfax Financial Holdings, a global organization. For more information about Crum & Forster, please visit our website: www.cfins.com.

Job Description

The Premium Audit Customer Service Representative is responsible for managing and coordinating all communication activities related to S&S premium audits. This role handles phone and email inquiries, provides clear and accurate information to clients, and supports the audit team in delivering high-quality service while contributing to the overall success of the premium audit process.

We are hiring for multiple positions and fully remote.

What you will do for C&F:

• Client Communication
  • Serve as the primary point of contact for clients regarding premium audit inquiries and issues.
  • Respond to phone calls and emails promptly, providing accurate and detailed information.
  • Explain audit processes, findings, and recommendations to clients in a clear and understandable manner.
  • Complete Non-Compliant Audit communications to the insured/business partners to gather premium audit documentation.

• Coordination and Support
  • Coordinate communication between clients and the premium audit team to ensure smooth and efficient audit processes.
  • Assist auditors in gathering necessary information and documentation from clients.
  • Schedule and confirm audit appointments, ensuring all parties are informed and prepared.

• Documentation and Reporting
  • Maintain accurate records of all communications and interactions with clients.
  • Prepare and distribute audit reports, summaries, and other relevant documents to clients and internal stakeholders.
  • Track and report on communication metrics, identifying areas for improvement.

• Process Improvement
  • Identify opportunities to enhance communication processes and client interactions.
  • Develop and implement best practices for managing premium audit communications.
  • Collaborate with the audit team to streamline workflows and improve overall service delivery.

• Compliance and Quality Assurance
  • Ensure all communications comply with company policies, industry regulations, and audit standards.
  • Review and verify the accuracy of information provided to and received by clients.
  • Address and resolve any client concerns or complaints in a timely and professional manner.

Performs all other duties and special projects as assigned.

What you will bring to C&F:

• 3-5 years of relevant experience with an equivalent to a High School diploma; Associate's or Bachelor's degree in Business, Accounting, or a related field is preferred.
• Proficiency in using computer systems and software applications, including Microsoft Office Suite (Excel, Word, Outlook).
• Strong analytical and problem-solving abilities.
• Excellent verbal and written communication skills.
• Strong organizational and multitasking skills.
• Attention to detail and accuracy in work.
• Bilingual English/Spanish is a plus.

Key Competencies

• Analytical Skills: Ability to review and interpret complex data and audit reports; strong problem-solving to identify discrepancies and resolve issues.
• Attention to Detail: High accuracy in reviewing audit reports and maintaining records; thoroughness in following audit procedures and guidelines.
• Communication: Excellent verbal and written communication skills; ability to explain audit findings and requirements to policyholders, agents, and auditors.
• Teamwork: Engages and aligns with others for the benefit of the team and company.
• Customer Focus: Provides quality and timely service to internal and external customers.
• Motivation and adaptability: Highly motivated with a positive outlook, service mentality, and ability to multi-task in a fast-paced environment.

What C&F will bring to you

• Competitive compensation package
• Generous 401K employer match
• Employee Stock Purchase plan with employer matching
• Generous Paid Time Off
• Excellent benefits focused on physical, mental, and financial wellbeing
• Career development opportunities including tuition reimbursement, industry-related certifications, and professional training
• A dynamic, ambitious, fun and exciting work environment
• Community involvement opportunities, including matching donations and volunteer programs

At Crum & Forster you will BELONG. We value inclusivity and diversity and are committed to equal employment opportunity for all. If you require special accommodation, please let us know.

For California Residents Only: Information collected as part of your career profile and job applications is subject to our privacy notices and policies. See https://www.cfins.com/onlineprivacypolicy/ca/noticeatcollection/ for more information.

Crum & Forster is committed to a workplace free from discriminatory pay disparities and to pay equity laws. Salary ranges are available for all positions at this location and may be adjusted for market conditions. The advertised annual base pay ranges from a minimum of $26,900 to a maximum of $50,600, with actual pay based on factors including responsibilities, skills, and performance. There may be opportunities for discretionary equity or performance-based pay programs.

We currently support remote work where available.