Premium Auditor
California | Home Based, US
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 an experienced Field Premium Auditor who will play a crucial role in helping our clients ensure their insurance premium exposure is accurate. As the Field Premium Auditor, you will be responsible for meeting with policyholders, either in person or remotely, to review their business operations, financial records (payroll, sales, cost records, etc.), and verifying the correct class codes and exposure assigned to their policies. Your work ensures that policyholders meet the requirements of their insurance contracts.
To be successful in this role you will need strong customer service skills, have excellent analytical skills and possess the ability to use deductive reasoning to find solutions, which will contribute to accurate premium assessments and client satisfaction.
** You must reside in or be within driving distance of Bakersfield, CA or Fresno, CA. **
Key responsibilities include:
- Arrange appointments with business policyholders
- Conduct audits either on-site or remotely, depending on the client requirements. policyholder and location
- Collect and analyze financial records such as payroll, sales, and cost records
- Evaluate business operations to ensure accurate classification and exposure
- Prepare comprehensive audit reports
- Use Davies' exclusive web portal and premium auditing software to submit findings
- Provide excellent customer service on behalf of our clients
- Address any questions or concerns they may have regarding the audit process
- Ensure all audits comply with company standards and regulatory requirements
- Maintain a high level of accuracy in all audit reports and data entry
- 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 full-time, home-based position that will require some travel, usually within a 30–40-mile radius.
Your Expertise, Skills, and Abilities
- Must reside in the geographic area advertised: Bakersfield, CA or Fresno, CA
- Accounting or bookkeeping experience is beneficial
- Strong customer service and interpersonal skills
- Proficiency in Microsoft Office, particularly Excel, Word, and Outlook
- Excellent analytical skills and attention to detail
- Ability to use deductive reasoning to find solutions
- Comfortable working with numbers and data analysis
- Willingness to travel within the designated area to conduct in-person audits
- Ability to adapt to varying work environments and policyholder schedules
- Strong written and verbal communication skills for preparing reports and interacting with clients
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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ApplyJob Profile
Full-time, home-based position Home Based Home-based position Must reside in or be within driving distance of Bakersfield, CA or Fresno, CA Some travel required
Benefits/Perks401(k) matching Dental Disability plans Discretionary Time Off Full-time Home-based Home-Based Position Life Insurance Medical Medical, Dental, and Vision plans Paid holidays Paid Time Off Remote-first company Time off Vision Vision plans
Tasks- Analyze financial records
- Conduct audits
- Ensure compliance
- Other duties as assigned
- Perform other duties
- Perform other duties as assigned
- Prepare audit reports
- Provide customer service
Accounting Analytical Attention to detail Audit Auditing Audit reporting Communication Customer service Data analysis Data Entry Deductive reasoning Excel Financial record analysis Insurance Interpersonal Microsoft Office Outlook Sales Verbal communication Word
Experience3 years
Education TimezonesAmerica/Anchorage America/Chicago America/Denver America/Los_Angeles America/New_York Pacific/Honolulu UTC-10 UTC-5 UTC-6 UTC-7 UTC-8 UTC-9