Conduct in-person and virtual premium audits with insured businesses to ensure accurate classification and reporting of Workers’ Compensation and General Liability exposures.
Gather data through onsite visits, interviews, and facility walkthroughs.
Schedule and conduct onsite and virtual audits with insured clients, including interviews, walkthroughs, and verification of business operations.
Collect, organize, and verify documentation via secure portals, email, or follow-up calls/virtual meetings.
Prepare and submit detailed audit reports that meet time service expectations.
Maintain clear and professional communication with insureds and internal stakeholders throughout the process.
Identify and escalate issues that could impact client satisfaction or carrier relationships.
Collaborate with colleagues and leaders to uphold quality standards and a positive, respectful workplace culture.
Requirements
Candidates must reside in or in the immediate area of Phoenix, AZ.
High School Diploma or GED.
Provide personal phone, laptop and/or computer.
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).
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.
Ability to work as a 1099 contractor and manage own taxes and insurance.