高级审计协调员(兼职,远程)
Premium Audit Coordinator (Part-Time, Remote)
我们的故事
想象一下,成为一支不仅塑造未来,而且积极推动它发展的团队的一员。在Davies北美,我们处于创新和卓越的最前沿,将尖端技术与顶级专业服务相结合。作为全球Davies集团的重要组成部分,我们帮助企业在保险和监管领域应对风险、优化运营并引领变革。
职位前景
我们正在寻找一位高级审计协调员,将直接与分支机构团队合作,为我们的现场代表提供协助。向分支机构经理汇报,您将负责各种与报告和预约准备相关的任务。您还将花时间接听投保人的来电和审计代表的电话,以鼓励他们为即将到来的保费审计做好适当准备。
主要职责
- 作为电话审计经理和电话审计员之间的联络人,促进工作的流程
- 在工作时间内平均每小时处理8-12个电话
- 在安排审计或检查预约时,作为投保人和现场代表之间的联络人
- 协助确定需求,安排或取消预约,或将投保人转介给正确的工作人员
- 与保单持有人、注册会计师、记账员、代理人联系,根据需要收集更多信息
- 向投保人传达审计需求,以确保信息为电话审计员做好准备
- 在AuSum中维护并更新每个分配任务的联系记录
- 拨打电话了解信息状态,包括保险代理人的电话
- 以专业且友好的方式处理所有电话,并在解释此过程及查询原因时使用技巧
- 在AuSum中附上信息并添加进度备注,一旦信息可用
- 在收到信息后将审计任务分配给电话审计员
- 其他指派的任务
技能、知识与专长
- 专业的电话、聊天和电子邮件沟通能力
- 高中毕业文凭或同等学历
- 优秀的计算机技能,包括使用Microsoft Office套件的经验
- 承诺提供卓越的客户服务
- 沟通:平衡倾听与交谈,清晰准确地表达,影响他人,及时通知他人
- 注重细节:听取保单持有人和客户的信息
- 效率:计划和有效管理时间
查看英文原文
Our Story
Imagine being part of a team that’s not just shaping the future but actively driving it. At Davies North America, we’re at the forefront of innovation and excellence, blending cutting-edge technology with top-tier professional services. As a vital part of the global Davies Group, we help businesses navigate risk, optimize operations, and spearhead transformation in the insurance and regulated sectors.
What's in Store
We are on the lookout for a Premium Audit Coordinator who will work directly with the branch team to provide assistant functions to our field representatives. Reporting to the Branch Manager, you will perform a variety of tasks related to the preparation of reports and appointments. You will also spend time completing inbound calls with insureds and audit representatives to encourage the appropriate preparation for upcoming premium audits.
Key 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
Skills, knowledge & expertise
- 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
- Communication: Balancing listening and talking, speaking, and writing clearly and accurately, influencing others, keeping others informed
- Attention to Detail: Listen to information from policyholders and clients alike
- Efficiency: Planning, managing time well, being on time, being cost conscious, thinking of better ways to do things
- 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
- Superb communication skills, verbal and written, conducted in a timely manner
- 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
- High level attention to detail and problem-solving skills
- Capable of working collaboratively and independently with minimal supervision
- Exhibit discretion with sensitive and confidential information
- Display a comfort level working with key people at all levels within an organization
Equal Employment Opportunity & Legal Notices
Benefits
At Davies North America, we are dedicated to supporting the well‑being and future of our qualifying employees. Our comprehensive benefits package includes:
- Medical, dental, and vision plans to support your health and that of your family
- A 401(k) plan with employer matching
- Time‑off policies, including Discretionary Time Off (DTO) for exempt employees and Paid Time Off (PTO) for non‑exempt employees
- Paid holidays
- Life insurance and short‑term and long‑term disability coverage
Benefit offerings, eligibility, and required employer contributions may vary based on role, classification, and applicable federal, state, and local laws, including those tied to an employee’s primary work location.Where required by law, the Company provides paid sick leave, paid family and parental leave, and other mandated benefits in accordance with applicable state and local requirements.Diversity and Inclusion
Davies is dedicated to fostering a diverse and inclusive workplace that embraces a wide range of perspectives and experiences. We believe that diversity of thought is essential for innovation and creativity, and we actively promote an environment where all voices are valued and heard.
Compensation Transparency:
The salary range listed reflects the full compensation band for this role across all locations. Actual compensation will be based on factors such as skills, experience, qualifications, and geographic location, which may impact the final offer. We share ranges to remain transparent and consistent with pay equity practices.
Essential Functions
The following responsibilities and expectations are considered essential to the successful performance of this role. Reasonable accommodations may be made to enable qualified individuals with disabilities to perform these essential functions.
- Maintain regular and dependable attendance.
- Be available and able to perform job responsibilities during established work hours.
Background Check & Fair Chance Compliance
Any background check or review of criminal history, if applicable to the role, will be conducted only after a conditional offer of employment and in compliance with applicable federal, state, and local laws, including fair‑chance hiring requirements.
Massachusetts NoticeIt is unlawful in Massachusetts to require or administer a lie detector test as a condition of employment or continued employment. An employer who violates this law shall be subject to criminal penalties and civil liability.
AI PolicyAt Davies, we value authentic conversations and a fair candidate experience. While candidates may use AI and technology tools to prepare for interviews, we expect interview responses and assessments to reflect each individual's own experience, knowledge, and professional judgment.
We do not use sites like Facebook, Craigslist, or Telegram to recruit or interview potential employees or contractors. If you have been asked to provide any information through any method other than our career portal, please email us at
Originally posted on Himalayas