Audit Operations Associate (Remote)

Our Story

Imagine being part of a team that’s not just shaping the future but actively driving it. At Davies North America, we’re at the forefront of innovation and excellence, blending cutting-edge technology with top-tier professional services. As a vital part of the global Davies Group, we help businesses navigate risk, optimize operations, and spearhead transformation in the insurance and regulated sectors.

What's in Store

We are currently looking for an experienced Audit Operations Associate to work with our organization. The associate will work with our AVP team to provide needed operations reports, track client pricing and contracts and perform various support functions through the practice group. To be successful in this role, you need to have technical, interpersonal, and math skills.

Key Responsibilities

• Price Increase Tracking: Maintain and monitor the price increase tracking sheet to ensure upcoming increases are identified and implemented timely.
• System Pricing Updates: Update and maintain accurate pricing information in AuSuM and Nexus.
• Contract & Pricing Management: Keep contract and pricing documentation current and organized, including proactively reviewing upcoming renewals to ensure eligible price increases are not missed.
• Reporting & Operation Support: Build, maintain, and enhance reports based on team and business needs, while providing ongoing reporting support to leadership and operation teams.
• All standard and regular reporting: Top 21 client list, gross profit, weekly report, and as assigned. (All reports will need to be run within Insurity/Nexus)
• Standard client report: by month, quarterly and year to date information prior to client meeting, preferably 7-10 days
• Updated Mapping, Physical auditor territory map, Operations Map, Branch staffing master document
• Account Coordination Master document organization / management
• Monitor and update IC referral program
• Support order Cancellation process
• Assist with Insured / client feedback survey
• Other duties as assigned

Skills, knowledge & expertise

• To perform this job successfully, an individual must be able to perform each essential duty satisfactorily.
• Education/Experience - High school diploma or general education degree (GED). No certifications needed
• Ability to read and comprehend simple instructions, short correspondence, and memos. Ability to write simple correspondence. Ability to effectively present information in one-on-one and small group situations to customers, clients, and other employees of the organization.
• Ability to apply common sense understanding to carry out instructions furnished in written, oral, or diagram form. Ability to deal with problems involving several concrete variables in standardized situations.
• To perform this job successfully, an individual should have knowledge of Word Processing and Spreadsheet software. Must have the ability to learn other computer programs quickly. Must be able to type 50wpm with accuracy and have experience with a 10 key calculator.
• Ability to read and comprehend simple instructions, short correspondence, and memos. Ability to write correspondence and edit work for spelling and grammar. Speaks clearly, listens, and gets clarifications.
• Ability to add, subtract, multiply, and divide in all units of measure, using whole numbers, common fractions, and decimals.
• Microsoft Office Suite, Microsoft Word, Excel, and can learn other computer programs quickly.
• Pursues training and development opportunities. Strives to continuously build knowledge and skills. Shares expertise with others.
• Balances team and individual responsibilities. Exhibits objectivity and openness to others' views. Gives and welcomes feedback. Contributes to building a positive team spirit. Puts success of team above own interests.
• Maintains confidentiality. Listens to others without interrupting. Keeps emotions under control. Remains open to others' ideas and tries new things.
• Treats people with respect. Maintains confidentiality. Inspires the trust of others. Works with integrity and ethically. Upholds organizational values.
• Follows policies and procedures. Completes administrative tasks correctly and on time. Supports organization's goals and values.
• Adapts to changes in the work environment. Manages competing demands. Changes approach or method to best fit the situation. Able to deal with frequent change, delays, or unexpected events.
• Is consistently at work and on time. Ensures work responsibilities are covered when absent. Arrives at meetings and appointments on time.
• Follows instructions, responds to management direction. Takes responsibility for own actions. Keeps commitments. Commits to long hours of work when necessary to reach goals. Completes tasks on time or notifies appropriate person with an alternate plan.
• Volunteers readily. Undertakes self-development activities. Seeks increased responsibilities. Takes independent actions and calculated risks. Looks for and takes advantage of opportunities. Asks for and offers help when needed.
• Prioritizes and plans work activities. Uses time efficiently.
• Approaches others in a tactful manner. Reacts well under pressure. Treats others with respect and consideration regardless of their status or position. Accepts responsibility for own actions. Follows through on commitments.
• Demonstrates accuracy and thoroughness. Looks for ways to improve and promote quality. Applies feedback to improve performance. Monitors own work to ensure quality.

Equal Employment Opportunity & Legal Notices

Benefits

At Davies North America, we are dedicated to supporting the well-being and future of our qualifying employees. Our comprehensive benefits package includes:

• Medical, dental, and vision plans to support your health and that of your family
• A 401(k) plan with employer matching
• Time-off policies, including Discretionary Time Off (DTO) for exempt employees and Paid Time Off (PTO) for non-exempt employees
• Paid holidays
• Life insurance and short-term and long-term disability coverage

Benefit offerings, eligibility, and required employer contributions may vary based on role, classification, and applicable federal, state, and local laws, including those tied to an employee’s primary work location.

Where required by law, the Company provides paid sick leave, paid family and parental leave, and other mandated benefits in accordance with applicable state and local requirements.

Diversity and Inclusion

Davies is dedicated to fostering a diverse and inclusive workplace that embraces a wide range of perspectives and experiences. We believe that diversity of thought is essential for innovation and creativity, and we actively promote an environment where all voices are valued and heard.

Compensation Transparency:

The salary range listed reflects the full compensation band for this role across all locations. Actual compensation will be based on factors such as skills, experience, qualifications, and geographic location, which may impact the final offer. We share ranges to remain transparent and consistent with pay equity practices.

Essential Functions

The following responsibilities and expectations are considered essential to the successful performance of this role. Reasonable accommodations may be made to enable qualified individuals with disabilities to perform these essential functions.

• Maintain regular and dependable attendance.
• Be available and able to perform job responsibilities during established work hours.

Background Check & Fair Chance Compliance

Any background check or review of criminal history, if applicable to the role, will be conducted only after a conditional offer of employment and in compliance with applicable federal, state, and local laws, including fair-chance hiring requirements.

Massachusetts Notice

It is unlawful in Massachusetts to require or administer a lie detector test as a condition of employment or continued employment. An employer who violates this law shall be subject to criminal penalties and civil liability.

AI Policy

At Davies, we value authentic conversations and a fair candidate experience. While candidates may use AI and technology tools to prepare for interviews, we expect interview responses and assessments to reflect each individual's own experience, knowledge, and professional judgment.

We do not use sites like Facebook, Craigslist, or Telegram to recruit or interview potential employees or contractors. If you have been asked to provide any information through any method other than our career portal, please email us at [email protected]