Scheduling and conducting onsite and virtual audits with insured clients, including interviews, walkthroughs, and verification of business operations
Conducting in-person and virtual premium audits to ensure accurate classification and reporting of Workers’ Compensation and General Liability exposures
Gathering data through onsite visits, interviews, and facility walkthroughs
Collecting, organizing, and verifying documentation via secure portals, email, or follow-up calls/virtual meetings
Preparing and submitting detailed audit reports that meet time service expectations
Maintaining clear and professional communication with insureds and internal stakeholders throughout the process
Identifying and escalating issues that could impact client satisfaction or carrier relationships
Collaborating with colleagues and leaders to uphold quality standards and a positive, respectful workplace culture
Traveling locally for on-site audits (average 30 miles; could go up to 100 miles from home base)
Requirements
Candidates must reside in or in the immediate area of Baldwin Park, CA
High School Diploma or GED
Ability to travel locally (average of 30 miles; up to 100 miles from home base)
3–5 years of work experience, ideally in auditing, accounting, insurance, or a client-facing role (preferred)
1–2 years of independent field-based work experience (preferred)
Strong organizational and time-management skills with the ability to meet deadlines
Proficiency with audit systems and tools; comfort using video conferencing platforms (e.g., Zoom, Microsoft Teams, Nexus)
Excellent communication and interpersonal skills for building client relationships
Ability to analyze data, spot discrepancies, and explain findings clearly
A proactive, professional, and detail-oriented approach