Job Description
Note: The job is a remote job and is open to candidates in USA. ReSource Pro is a trusted partner in the insurance industry, seeking a detail-oriented Insurance Audit Assistant to join their team. The role involves facilitating the collection and review of records necessary for insurance audits, ensuring timely and accurate preparation while maintaining productivity standards.
Responsibilities
- Receive audit assignments from Audit Inventory Specialists (AIS) and review documentation requirements
- Request and collect records from policyholders including payroll reports, subcontractor information, certificates of insurance, and other required audit documentation
- Analyze received records to ensure they are complete, legible, and fall within the correct audit or policy period and identify and request missing or incorrect documents, and conduct follow-up with insureds as needed
- Flag audits as "Interview Ready" once records meet the completeness criteria and escalate to Lead Audit Assistant for quality review
- Initiate and maintain professional communication with insureds and agents through calls and emails, following the Carrier’s Contact Schedule; upload emailed documents to audit portals when insureds are unable to use the client portal
- Clearly explain audit expectations and timelines to policyholders and agents
- Promote use of the digital portal for document submission to streamline workflows
- Answer policyholder inquiries, providing clear, timely, and respectful responses
- Maintain customer satisfaction through consistent, courteous, and helpful engagement
- Manage a working inventory of 80–150 audits based on experience and work schedule; ensure records are received within 20 days of assignment when possible
- Submit audits as non-productive after maximum 30-day contact schedule if documents remain uncollected and write up and submit non-productive audits when appropriate, with required documentation and notes
- Follow process standards and timelines as outlined in LAI guidelines and internal procedures
Skills
- High School Diploma or equivalent
- Previous data entry, call-center, customer service or office experience
- Strong attention to detail, organizational and time management skills
- Excellent verbal and written communication skills
- Ability to work independently and manage multiple tasks simultaneously
- Microsoft Office experience
- Excellent ability to navigate change
- Experience in insurance auditing, accounting or a related field
Benefits
- 100% paid employee health insurance available on Day 1
- Eligible for all medical, dental, and vision benefits on Day 1
- Remote positions are Internet stipend-eligible
- 401k with employer match, vested on Day 1
- HSA/FSA available
- Long Term and short-term disability employer-provided
- Generous PTO plan with paid holidays + floating holidays
- Development and growth opportunities
- Comprehensive wellness program and prioritization of employee health
Company Overview
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