Audit & Inspection Success Partner

Job Summary:

What Makes This Role Different? CCIS believes great salespeople should spend their time selling. That's why CCIS invests significantly in marketing and lead generation to provide our agents with a steady pipeline of inbound opportunities. CCIS has done business with over 75,000+ licensed contractors, many of whom have been with the company for more than 10 years. While networking and relationship building are always encouraged, this role is designed to maximize your time helping customers and closing business, not chasing cold leads.

CCIS is a Sacramento-based licensed construction bond and insurance agency serving more than 75,000 contractors across California, Arizona, Nevada, Oregon, and Washington. Since 1968, we have specialized in helping contractors navigate their insurance and surety needs, including General Liability, Workers' Compensation, and surety bonds.

We combine decades of industry experience with continued investment in technology, automation, and digital tools designed to make insurance easier for our customers and more efficient for our employees.

THE ROLE

The Audit & Inspection Success Partner is a customer-facing commercial insurance role responsible for owning two important parts of the customer lifecycle: premium audits and carrier inspections.

Audits and inspections can be confusing and stressful for contractors. Missing documentation, inaccurate information, or unresolved findings can lead to unexpected premium, policy changes, or coverage issues. Your job is to make the process easier for the customer while keeping deadlines, documentation, carrier requirements, and internal follow-up organized from beginning to end.

This is not a basic processing position. It is an ownership role for someone who enjoys solving problems, communicating with customers, managing detailed workflows, and working across teams to drive matters toward a clear outcome.

This position begins fully onsite in our Sacramento office. Following successful completion of the probationary period, employees are eligible for a hybrid schedule with one work-from-home day per week.

WHAT YOU WILL DO

• Own premium audit and carrier inspection workflows from initial notice through final resolution
• Serve as the primary customer contact and clearly explain requirements, deadlines, findings, and next steps
• Help customers gather and submit required payroll, financial, subcontractor, photo, safety, and other supporting documentation
• Track deadlines and follow up consistently so audits and inspections do not stall or become overdue
• Review audit and inspection information for inconsistencies, classification issues, missing information, or other concerns that may affect premium or coverage
• Coordinate with carriers, auditors, inspectors, underwriting, Service, Renewals, Accounting, and Management to resolve issues
• Assist with disputes, corrections, inspection recommendations, and proof of completed corrective actions when appropriate
• Explain final outcomes, including additional premium, return premium, inspection requirements, and underwriting decisions
• Maintain accurate customer, policy, activity, and follow-up records within CCIS systems
• Identify opportunities for mid-term policy updates when customer operations or exposures have materially changed
• Contribute to the continued improvement of audit, inspection, customer experience, and team workflows

WHAT SUCCESS LOOKS LIKE

• You take ownership instead of waiting for an issue to escalate

CCIS | California Contractors Insurance Services

• Customers understand what is happening, what they need to provide, and what happens next
• Deadlines are managed proactively and files keep moving toward completion
• You can handle difficult or high-dollar conversations without losing professionalism or urgency
• You catch inconsistencies and ask good questions before they become larger premium or coverage problems
• Your notes and follow-up are strong enough that another team member can immediately understand the status of the account
• You balance customer advocacy with carrier and underwriting requirements

WHAT YOU BRING

• 2+ years of commercial insurance, account management, customer success, underwriting support, or similar client-facing experience preferred
• Candidates without direct audit or inspection experience may be considered with relevant insurance, operations, account management, or customer-facing experience
• Active California Property and Casualty license preferred; candidates without an active license must be willing and able to obtain one if required, with licensing support provided by CCIS
• Strong written and verbal communication skills and the ability to explain complicated information simply
• Excellent organization, follow-through, and attention to detail
• Confidence managing multiple customers, deadlines, and moving pieces at once
• 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

NICE TO HAVE

• 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

This role also offers bonus pay. Your Talent Acquisition representative will share more details about the bonus component should you advance in the interview process.