Overview
This remote position offers the opportunity to work from a home office with flexible scheduling and the ability to manage your own workload. It is ideal for individuals seeking a mobile job that can be maintained regardless of location changes, such as military spouses or those balancing work with family commitments.
Responsibilities
- Schedule and conduct premium audits virtually or via phone with client policyholders, typically at the end of the policy period.
- Review business operations and specific financial records including payroll, sales, and cost records.
- Verify class codes assigned according to industry and client standards as required by insurance contracts.
- Submit audit reports through a web portal and proprietary premium auditing software.
- Communicate with clients via phone, email, and virtual meetings.
- Examine commercial business payroll and tax records.
- Evaluate operational practices.
- Adhere to customer requirements and quality standards.
- Maintain confidentiality and act with integrity.
Requirements
- Strong customer service skills.
- Comfort with numbers and analytical thinking.
- Ability to use deductive reasoning to find solutions.
- Proficiency with Microsoft Office, especially Excel, Word, and Outlook.
- Reliable home office setup including a Microsoft-based computer and dependable internet connection.
- Accounting or bookkeeping experience is helpful but not required.
Preferred Qualifications
- No prior premium audit experience is necessary; comprehensive training is provided.
- Self-directed, inquisitive, professional, and driven individuals are encouraged to apply.
Compensation & Benefits
- Opportunity to grow your own business and control your professional destiny.
- Flexible scheduling and the ability to work from your home office.
- Manage your own workload and volume.
- Learn a valuable and marketable trade in a growing industry.
Location
- This is a fully remote position.
Equal Opportunity Statement
Employment decisions are made without regard to race, color, religion, gender, gender identity, age, national origin, disability, veteran status, marital status, sexual orientation, genetic information, or any other status protected by applicable laws and regulations.