Sales Auditor

Sales Auditor Job Description

Job Details:

• Employment Status: Permanent/ Full Time
• Starting Pay: Based on Education & Experience
• Hours of Operation: Monday – Friday and weekends (depending on business needs and schedule)

Job Duties & Responsibilities:

• Audit data entered in the agency management system
• Report findings
• Provide feedback and recommendations based on findings
• Collaborate with the Sales Department, Accounting Department and Training Department
• Create and maintain spreadsheets to track audit results
• Identify policy deficiencies in the binding process
• Efficiency to navigate carrier sites and the agency management system simultaneously
• Assist with any special projects as needed
• Foment a culture of service
• Other duties as assigned

Education & Experience:

• 1+ years of auto insurance experience
• Bilingual English & Spanish (preferred)
• Computer literacy
• Proficiency in Google Sheets
• Knowledge of the carrier systems to be audited
• Excellent communication skills both oral and written
• Self starter with good analytical and problem solving skills
• Planning and Organizational Skills
• Great attention to detail