Premium Insurance Field Auditor

Summary

Join ReSource Pro as an Insurance Field Auditor and ensure accurate insurance policy premiums. You will collect data from insured businesses, conduct remote audit interviews, and compile audit reports. This role involves travel within a 100-mile radius of San Diego, Escondido, or Poway, CA. Analyze complex financial records, prepare detailed reports, and build strong client relationships. Success requires strong analytical, communication, and organizational skills, along with proficiency in industry-standard software. ReSource Pro offers a comprehensive benefits package, including medical, dental, vision, 401k, generous PTO, and development opportunities.

Requirements

• Candidates must reside in or in the immediate area of San Diego, Escondido or Poway, CA
• High school diploma or equivalent educational background
• The ability to dissect financial information and identify discrepancies
• The ability to articulate complex ideas clearly and concisely
• The flexibility to adjust to changing priorities and work independently
• Strong organizational and time-management skills
• Excellent written and verbal communication skills
• Proficient computer skills
• Detail-oriented and accurate
• 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

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

Benefits

• Eligible for all medical, dental, and vision benefits on Day 1
• 401k
• Generous PTO plan with paid holidays
• Development and growth opportunities
• Fun and teamwork-oriented work environment