[Remote] Insurance Audit Assistant

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.ResponsibilitiesReceive audit assignments from Audit Inventory Specialists (AIS) and review documentation requirementsRequest and collect records from policyholders including payroll reports, subcontractor information, certificates of insurance, and other required audit documentationAnalyze 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 neededFlag audits as "Interview Ready" once records meet the completeness criteria and escalate to Lead Audit Assistant for quality reviewInitiate 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 portalClearly explain audit expectations and timelines to policyholders and agentsPromote use of the digital portal for document submission to streamline workflowsAnswer policyholder inquiries, providing clear, timely, and respectful responsesMaintain customer satisfaction through consistent, courteous, and helpful engagementManage a working inventory of 80–150 audits based on experience and work schedule; ensure records are received within 20 days of assignment when possibleSubmit 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 notesFollow process standards and timelines as outlined in LAI guidelines and internal proceduresSkillsHigh School Diploma or equivalentPrevious data entry, call-center, customer service or office experienceStrong attention to detail, organizational and time management skillsExcellent verbal and written communication skillsAbility to work independently and manage multiple tasks simultaneouslyMicrosoft Office experienceExcellent ability to navigate changeExperience in insurance auditing, accounting or a related fieldBenefits100% paid employee health insurance available on Day 1Eligible for all medical, dental, and vision benefits on Day 1Remote positions are Internet stipend-eligible401k with employer match, vested on Day 1HSA/FSA availableLong Term and short-term disability employer-providedGenerous PTO plan with paid holidays + floating holidaysDevelopment and growth opportunitiesComprehensive wellness program and prioritization of employee healthCompany OverviewWe help insurance organizations thrive in disruptive times It was founded in undefined, and is headquartered in St Petersburg, Florida, US, with a workforce of 1001-5000 employees. Its website is https://www.resourcepro.com/growth-solutions/.



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