Premium Audit Coordinator

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 

Davies Risk Services is on the lookout for an experienced 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 include: 

• 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
• Support company values of We are Dynamic, We are Innovative, We are Connected, and We Succeed Together
• Perform other duties as assigned

This is a part-time, home-based job, with a Pacific/Mountain time zone work schedule. 

Your Expertise, Skills, and Abilities

• High School Diploma or GED required
• Excellent computer skills including experience in the Microsoft Office Suite
• Commitment to providing exceptional customer service
• Excellent team player with interpersonal skills
• 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

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 ensure your health and that of your family.
• A 401k plan with employer matching to help you build a secure financial future.
• Our time-off policies, including Discretionary Time Off for exempt employees and Paid Time Off (PTO) package for non-exempt employees, reflect our commitment to promoting a healthy work environment.
• Paid holidays.
• Life insurance and both short-term and long-term disability plans, providing essential financial protection for you and your loved ones.

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.

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