Audit & Inspection Success Partner

The role

The Audit & Inspection Success Partner owns premium audit and carrier inspection workflows. This customer-facing role manages documentation, deadlines, and communication between customers and carriers to resolve audit and inspection findings.

What you will do

• Own premium audit and carrier inspection workflows from initial notice through final resolution
• Serve as the primary customer contact for requirements, deadlines, findings, and next steps
• Help customers gather and submit required payroll, financial, subcontractor, photo, safety, and other documentation
• Track deadlines and follow up to prevent audits and inspections from stalling
• Review audit and inspection information for inconsistencies, classification issues, or missing information
• Coordinate with carriers, auditors, inspectors, underwriting, Service, Renewals, Accounting, and Management
• Assist with disputes, corrections, inspection recommendations, and proof of completed corrective actions
• Explain final outcomes including additional premium, return premium, and underwriting decisions
• Maintain accurate customer, policy, activity, and follow-up records
• Identify opportunities for mid-term policy updates

Required qualifications

• Strong written and verbal communication skills
• Excellent organization, follow-through, and attention to detail
• Confidence managing multiple customers, deadlines, and moving pieces
• Ability to navigate frustrated customers and solve problems professionally
• Comfort working with documentation-heavy and process-driven workflows
• Ability to learn and effectively use multiple technology platforms
• Proficiency with Microsoft Office products
• Ability to work onsite in Sacramento during the initial probationary period
• Must be legally authorized to work in the United States

Nice to have

• 2+ years of commercial insurance, account management, customer success, underwriting support, or similar client-facing experience
• Active California Property and Casualty license
• Experience with commercial insurance premium audits, General Liability, or Workers' Compensation
• Experience with carrier inspections, loss-control recommendations, or underwriting follow-up
• Knowledge of payroll, gross receipts, subcontractor costs, insurance classifications, or mid-term endorsements
• Agency, brokerage, MGA, or carrier experience
• Bilingual communication skills

Benefits

• Employee Ownership Program
• Professional development opportunities
• Owner Referral Program
• Work from home reimbursement for remote/hybrid roles
• Canary emergency financial assistance program
• Comprehensive medical, dental, vision
• Life/AD&D Insurance
• Confidential, Employee Assistance Program
• Health Savings Account, includes company contribution
• Short-term disability
• Voluntary benefits - supplemental accident, critical illness, hospital insurance
• Employee discounts

Before you apply

• Must be legally authorized to work in the United States
• Candidates without an active license must be willing and able to obtain one if required

About the company

Integrated Specialty Coverages, LLC (ISC) is a growth stage technology and data-driven commercial MGA and insurance wholesaler. CCIS is a Sacramento-based licensed construction bond and insurance agency serving contractors across California, Arizona, Nevada, Oregon, and Washington.