Position Details
About this role
This role involves coordinating premium audits for insurance clients, acting as a liaison between insureds and auditors, and managing communication and appointment scheduling remotely.
Key Responsibilities
- Facilitate audit flow
- Schedule and cancel appointments
- Communicate with insureds and auditors
- Maintain contact notes in AuSum
- Assist with report preparation
Technical Overview
The position requires proficiency in Microsoft Office, experience with AuSum CRM, and strong communication skills for high-volume call handling.
Ideal Candidate
The ideal candidate is an entry-level professional with excellent communication skills, experience in customer service, and familiarity with insurance premium audits. They should be proactive, detail-oriented, and comfortable handling high call volumes remotely.
Must-Have Skills
Nice-to-Have Skills
Tools & Platforms
Required Skills
Hard Skills
Soft Skills
Industry & Role
Keywords for Your Resume
Deal Breakers
Lack of high school diploma or GED, No experience with customer service or insurance, Inability to work remotely
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