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. Travel to various on-site audits to gather financial data (average 30-100 miles from home base) is required. Analyze complex financial records, prepare detailed reports, and build strong client relationships are key responsibilities. This role requires a high school diploma or equivalent, the ability to analyze financial information, and excellent communication skills. Experience with industry software and insurance audits is preferred. ReSource Pro offers competitive compensation, including commission, and comprehensive benefits.

Requirements

• Candidates must reside in or in the immediate area of 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

• Collect data from insured businesses
• Schedule and conduct remote audit interviews
• Compile thorough audit reports for insurance providers
• 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