Audit Customer Service Representative

Overview

Crum & Forster (C&F), with a proud history dating to 1822, provides specialty and standard commercial lines insurance products through our admitted and surplus lines insurance companies. C&F enjoys a financial strength rating of "A+" (Superior) by AM Best and is proud of our superior customer service platform. Our claims and risk engineering services are recognized as among the best in the industry.

Our most valuable asset is our people: more than 2000 employees in locations throughout the United States. The company is increasingly winning recognition as a great place to work, earning several workplace and wellness awards, including the 2024 Great Place to Work® Award for our employee-first focus and our steadfast commitment to diversity, equity and Inclusion.

C&F is part of Fairfax Financial Holdings, a global, billion dollar organization. For more information about Crum & Forster, please visit our website:

The Premium Audit Customer Service Representative is responsible for managing and coordinating all communication activities related to S&S premium audits. This role involves handling phone and email inquiries, providing clear and accurate information to clients, and supporting the audit team in delivering high-quality service, while contributing to the overall success of the premium audit process.

• Client Communication
  • Serve as the primary point of contact for clients regarding premium audit inquiries and issues.
  • Respond to phone calls and emails promptly, providing accurate and detailed information.
  • Explain audit processes, findings, and recommendations to clients in a clear and understandable manner.
  • Complete Non-Compliant Audit communications to the insured/business partners to gather premium audit documentation.
• Coordination and Support
  • Coordinate communication between clients and the premium audit team to ensure smooth and efficient audit processes.
  • Assist auditors in gathering necessary information and documentation from clients.
  • Schedule and confirm audit appointments, ensuring all parties are informed and prepared.
• Documentation and Reporting
  • Maintain accurate records of all communications and interactions with clients.
  • Prepare and distribute audit reports, summaries, and other relevant documents to clients and internal stakeholders.
  • Track and report on communication metrics, identifying areas for improvement.
• Process Improvement
  • Identify opportunities to enhance communication processes and client interactions.
  • Develop and implement best practices for managing premium audit communications.
  • Collaborate with the audit team to streamline workflows and improve overall service delivery.
• Compliance and Quality Assurance
  • Ensure all communications comply with company policies, industry regulations, and audit standards.
  • Review and verify the accuracy of information provided to and received by clients.
  • Address and resolve any client concerns or complaints in a timely and professional manner.
  • Performs all other duties and special projects as assigned

• Education equivalent to High school diploma is required.
• Associate's or Bachelor's degree in Business, Accounting, or a related field is preferred.
• Proficiency in using computer systems and software applications, including Microsoft Office Suite (Excel, Word, Outlook).
• Strong organizational and multitasking skills.
• Bilingual English/Spanish is a plus
• Analytical
  
  Skills:
  
  Ability to review and interpret complex data and audit reports. Strong problem-solving skills to identify discrepancies and resolve issues.
• Attention to Detail:
  High level of accuracy in reviewing audit reports and maintaining records. Thoroughness in following audit procedures and guidelines.
• Communication:
  Excellent verbal and written communication skills. Ability to clearly explain audit findings and requirements to policyholders, agents, and auditors.
• Teamwork:
  Engages and aligns with others for the benefit of the team and company.
• Customer Focus:
  Provides quality/timely service to internal and external customers

• Additionally, the successful candidate will be highly motivated with a positive outlook, possess a service mentality, and have the ability to multi-task in a fast paced environment.

• Competitive compensation package
• Generous 401K employer match
• Employee Stock Purchase plan with employer matching
• Generous Paid Time Off
• Excellent benefits that go beyond health, dental & vision. Our programs are focused on your whole family’s wellness, including your physical, mental and financial wellbeing
• A core C&F tenet is owning your career development, so we provide a wealth of ways for you to keep learning, including tuition reimbursement, industry-related certifications and professional training to keep you progressing on your chosen path
• A dynamic, ambitious, fun and exciting work environment
• We believe you do well by doing good and want to encourage a spirit of social and community responsibility, matching donation program, volunteer…