Premium Insurance Phone Auditor

resourcepro; Utah; On-site; USD 17,000 - 21,000; Full time

Benefits offered by this job

Medical & dental benefits on Day 1

401k with employer match

Generous PTO & holidays

Development & growth opportunities

Teamwork-oriented environment

Job summary

ReSource Pro in Millville, UT is seeking an Insurance Phone Auditor to analyze insured party information, verify premium bases, and prepare audit reports. This onsite role requires evaluating data, communicating findings, and managing multiple tasks effectively.

You will conduct voluntary phone audits, request additional details, and ensure accuracy and quality while meeting deadlines. A professional demeanor with policyholders and strong MS Office skills are essential.

Qualifications

• High school diploma or GED required.
• Strong written and verbal communication.
• Solid understanding of basic accounting principles.

Responsibilities

• Manage tasks and audits to ensure timely completion.
• Conduct voluntary phone audits by analyzing electronically submitted information and contacting policyholders via phone or email.
• Create comprehensive audit reports ensuring accuracy and quality.
• Meet or exceed defined quality and productivity benchmarks.
• Follow up with policyholders to resolve discrepancies related to audits.

Skills

Communication

Accounting basics

Independence

MS Office

Data analysis

Organization

Client communication

Feedback receptiveness

High school diploma

Education

High school diploma or GED

Tools

MS Excel

MS Word

MS Outlook

Job description

Are you an energetic and dependable professional who enjoys providing excellent customer service? If so, we have the perfect opportunity for you!

Come Join ReSource Pro!

Your Role:

We are seeking a dedicated Insurance Phone Auditor to join our team. In this role, you will analyze and verify information provided by insured parties to accurately determine policy premium bases. You will conduct thorough audits, prepare detailed reports, and communicate your findings to insurance carriers. Your ability to make informed decisions and manage multiple tasks will be key to your success in this position. This is an onsite role located in Millville, UT

In This Role, You Will:

• Efficiently manage assigned tasks, prioritize work, and ensure timely completion of audits.
• Conduct voluntary phone audits by analyzing electronically submitted information and requesting additional details from policyholders via phone or email.
• Create comprehensive audit reports, ensuring accuracy and adherence to quality standards, and submit reports for review.
• Consistently meet or exceed established quality and productivity benchmarks.
• Follow up with policyholders and resolve any discrepancies or concerns related to audits.

What You Need to Be Successful:

• Ability to effectively convey complex information both verbally and in writing.
• Solid understanding of basic accounting principles and practices.
• Ability to work independently, self-motivated, and self-disciplined.
• Strong proficiency in Microsoft Office Suite, including Excel, Word, and Outlook.
• Ability to analyze data, identify trends, and solve complex problems.
• Strong organizational abilities to manage multiple tasks, prioritize effectively, and meet deadlines.
• Professional and positive demeanor when dealing with third-party business owners.
• Willingness to receive feedback constructively and make necessary adjustments to improve performance.
• High school diploma or GED required

Your Compensation:

Our salary ranges are based on paying competitively for our size and industry, and are one part of the total compensation package, which also includes variable compensation eligibility, benefits, and other opportunities at ReSource Pro. Individual pay decisions are based on a variety of factors, including qualifications for the role, experience level, skillset, geography, and balancing internal equity relative to other ReSource Pro employees. The salary range for most locations for this role is $12.00-$15.50 per hour base, with eligibility for commission in addition to base pay.

The salary range may vary based on the specific geographic location in which the candidate resides

Your Benefits and Perks:

• Eligible for all medical & dental benefits on Day 1.
• Eligible for 401k with employer match after 12 months of employment.
• Generous PTO plan with paid holidays & floating holidays.
• Development & growth opportunities.
• Teamwork-oriented work environment.

Your Interview Process:

The standard interview process includes:

• Behavioral Interview with Talent Acquisition.
• Online talent assessment.
• Hiring Manager interview.

*Additional interview steps may be added depending on the position or if further evaluation is needed.

Disclosure: Candidates are evaluated at each step of the process. As a result, not every candidate will complete all steps in the process.

About ReSource Pro:

Focused exclusively on the insurance industry, ReSource Pro is a trusted strategic operations partner to insurance organizations seeking to increase their productivity and profitability.With a global team of more than 10,000 employees, ReSource Pro operates at the critical intersection of people, process, technology, and data to serve more than 1,800 clients across the carrier, broker, and MGA segments – consistently earning a +96% client retention rate for over a decade. It offers expert advisory services, proven business process management optimization and transformative data and technology solutions. For the 15th time since 2009, it was recognized in 2024 by Inc. 5000 as one of the fastest growing companies in the US.

Equal Employment Opportunity Policy

ReSource Pro provides equal employment opportunities to all employees and applicants for employment and prohibits discrimination and harassment of any type without regard to race, color, religion, age, sex, national origin, disability status, genetics, protected veteran status, sexual orientation, gender identity or expression, or any other characteristic protected by federal, state or local laws.

About ReSource Pro:

Focused exclusively on the insurance industry, ReSource Pro is the trusted partner insurance organizations rely on to optimize performance, streamline operations and process engineering, and drive growth. Serving 2,000+ carriers, brokers, wholesalers, and MGAs, ReSource Pro is a recognized market leader in insurance workflow optimization, data and technology services, and strategic operating model transformation. Maintaining a 96%+ client retention rate for over a decade, ReSource Pro is the only firm serving the insurance industry to have earned a spot on the Inc. 5000 list 16 times—placing it among the top 0.02% of repeat honorees across all sectors in the Inc. list’s 40+ year history.

Equal Employment Opportunity Policy

ReSource Pro provides equal employment opportunities to all employees and applicants for employment and prohibits discrimination and harassment of any type without regard to race, color, religion, age, sex, national origin, disability status, genetics, protected veteran status, sexual orientation, gender identity or expression, or any other characteristic protected by federal, state or local laws.