Davies · 1 day ago
Premium Audit Coordinator (Part-Time; Remote)
Davies North America is a specialist professional services and technology firm focused on risk management and insurance. They are seeking a Premium Audit Coordinator who will assist field representatives, manage inbound calls, and facilitate audit preparations.
Commercial InsuranceFinancial ServicesInsuranceInsurTech
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
Qualification
Required
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
Excellent written and verbal skills
Attention to Detail: Listen to information from policyholders and clients
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
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
Capable of working collaboratively and independently with minimal supervision
Exhibit discretion with sensitive and confidential information
Benefits
Medical, dental, and vision plans to ensure your health and that of your family.
A 401k plan with employer matching to help you build a secure financial future.
Discretionary Time Off for exempt employees and Paid Time Off (PTO) package for non-exempt employees, reflect our commitment to promoting a healthy work environment.
Paid holidays.
Life insurance and both short-term and long-term disability plans, providing essential financial protection for you and your loved ones.
Company
Davies
We are a specialist professional services and technology firm, working in partnership with leading insurance, highly regulated and global businesses.
Funding
Current Stage
Late StageTotal Funding
$369.18MKey Investors
Blackstone Credit
2025-05-22Debt Financing· $369.18M
2021-03-16Acquired
2020-01-21Private Equity
Recent News
FF News | Fintech Finance
2025-09-19
The Fintech Times
2025-03-18
Company data provided by crunchbase