Insurance Field Auditor

Summary

Join ReSource Pro as an Insurance Field Auditor and play a vital role in ensuring accurate insurance policy premiums. You will collect data from insured businesses, conduct remote audit interviews, and compile audit reports. This position requires travel within a 100-mile radius of your home base in the San Fernando Valley, CA area. You will analyze financial records, prepare detailed reports, and build client relationships. ReSource Pro offers a comprehensive benefits package including medical, dental, vision, 401k, generous PTO, and development opportunities.

Requirements

• Reside in or in the immediate area of San Fernando Valley, CA
• Possess a personal phone and laptop or computer
• Have the ability to dissect financial information and identify discrepancies
• Have the ability to articulate complex ideas clearly and concisely
• Possess the flexibility to adjust to changing priorities and work independently
• Demonstrate strong organizational and time-management skills
• Possess excellent written and verbal communication skills
• Have proficient computer skills
• Be detail-oriented and accurate
• Maintain a positive and proactive attitude

Responsibilities

• Travel to various on-site audits to gather essential financial data
• Analyze complex financial records to ensure accurate premium calculations
• Prepare detailed reports summarizing audit findings
• Build strong relationships with clients and maintain a professional demeanor

Preferred Qualifications

• Have experience with industry-standard software (e.g., Nexus, Future Audit)
• Have insurance audit experience
• Have experience in customer service or administrative roles
• Have experience in a fast-paced, deadline-driven environment
• Have a strong understanding of audit processes and procedures

Benefits

• Be eligible for all medical, dental, and vision benefits on Day 1
• Receive 401k benefits
• Have a generous PTO plan with paid holidays
• Have access to development and growth opportunities
• Work in a fun and teamwork-oriented work environment