Premium Audit Assistant

Trean Insurance Group

. Distribute audit request packets to insureds and agents.

Posted 10/2/2026full-timeRemote • California • United StatesJunior💰 $22 - $25 per hourWebsite

Core Competencies

Role fit

Core Competencies

Use this summary to align your resume positioning with the role.

Demonstrates strong organizational and time management skills while managing multiple audit requests and deadlines. Proficient in maintaining accurate records and documentation for audit readiness and compliance.

Highest-signal resume keywords

Audit ManagementMicrosoft Office ProficiencyAttention to DetailCustomer Service ExperienceInsurance Knowledge

ATS Keywords

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Applicant Tracking System Keywords

Tip: use these terms in your resume and cover letter to boost ATS matches.

Hard Skills

Audit DocumentationRecord KeepingData VerificationWorkflow ManagementCommunication Skills

Soft Skills

Organizational SkillsTime ManagementVerbal CommunicationWritten CommunicationProblem-Solving

Tools & Technologies

Microsoft OutlookMicrosoft ExcelMicrosoft WordAudit Management Systems

Industry Keywords

InsurancePremium AuditWorkers’ CompensationUnderwritingClaims Operations

About the role

Key responsibilities & impact

Distribute audit request packets to insureds and agents.
Manage audit timelines and follow-up schedules.
Conduct second and final audit requests when initial responses are not received.
Monitor outstanding audit requests and escalate non-responsive accounts.
Maintain follow-up dates and task reminders in audit management systems.
Monitor and manage department audit inboxes.
Respond to insureds, agents, payroll providers, and internal departments.
Route inquiries to Accounting, Underwriting, or Audit Management.
Answer and direct Audit Department phone calls.
Contact insureds to request documentation, clarify information, or answer audit-related questions.
Document inbound and outbound communications.
Maintain organized electronic records and correspondence.
Review payroll documentation, tax records, subcontractor information, and operational descriptions.
Identify missing, incomplete, or inconsistent documentation.
Request additional information from insureds.
Track records received and maintain audit status notes.
Prepare audit files for auditor assignment.
Create progress notes documenting audit activity.
Upload, organize, and classify audit documents.
Verify policy information, locations, class codes, FEIN data, and supporting documentation.
Maintain accurate records for audit readiness and compliance.
Assist with status updates and workflow management across multiple systems.
Prioritize older and time-sensitive audits.
Manage workloads according to quality and timeliness standards.
Follow procedures for follow-ups, due dates, extensions, and non-productive audit processing.
Collaborate with auditors, management, and team members to complete audits efficiently.

Requirements

What you’ll need

High school diploma or equivalent.
Minimum one year of administrative, insurance, auditing, customer service, or office support experience.
Strong written and verbal communication skills.
Exceptional organizational and time management skills.
Strong attention to detail and accuracy.
Ability to manage multiple tasks and deadlines simultaneously.
Proficiency with Microsoft Outlook, Excel, Word, and other Microsoft Office applications.
Ability to compose professional business correspondence.
Preferred: Experience in insurance, premium audit, workers’ compensation, underwriting, or claims operations.
Preferred: Familiarity with payroll records, tax documentation, and financial records.
Preferred: Experience working in workflow-based production environments.
Preferred: Knowledge of audit, underwriting, or policy administration systems.