
Premium Insurance Phone Auditor
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Overview
Job Description
- 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.
- 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
- 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.
- Behavioral Interview with Talent Acquisition.
- Online talent assessment.
- Hiring Manager interview.
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.
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Automate your job search with Sonara.
Submit 10x as many applications with less effort than one manual application.
