About this role
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.
- 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