Field Auditor Premium Insurance

Role Description

ReSource Pro is seeking a Remote Physical Auditor to join our Premium Services Audit team. In this role, you’ll conduct in-person and virtual premium audits with insured businesses to ensure accurate classification and reporting of Workers’ Compensation and General Liability exposures. You’ll gather data through onsite visits, interviews, and facility walkthroughs.

In this role, you will:

• Schedule and conduct onsite and virtual audits with insured clients, including interviews, walkthroughs, and verification of business operations.
• Regular travel is required. Team members should expect to drive up to one hour each way to reach their assigned sites.
• 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.

Qualifications

• Must reside in or in the immediate area of Roseville, Rocklin, Citrus Heights, Antelope, or Pleasant Grove, CA.
• Ability to travel up to one hour each way to reach assigned audit sites.
• High School Diploma or GED.
• 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.

Benefits

• 100% paid employee health insurance available on Day 1.
• Eligible for all medical, dental, and vision benefits on Day 1.
• Remote positions are Internet stipend-eligible.
• 401k with employer match, vested on Day 1.
• HSA/FSA available.
• Long Term and short-term disability employer-provided.
• Generous PTO plan with paid holidays + floating holidays.
• Development and growth opportunities.
• Comprehensive wellness program and prioritization of employee health.

Company Description

Focused exclusively on the insurance industry, ReSource Pro is the trusted partner insurance organizations rely on to optimize performance, streamline operations and process engineering, and drive growth. Serving 2,000+ carriers, brokers, wholesalers, and MGAs, ReSource Pro is a recognized market leader in insurance workflow optimization, data and technology services, and strategic operating model transformation.