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.

The starting hourly pay scale for this position is listed below. Actual starting pay will be based on factors such as skills, qualifications, training, and experience. In addition, the company offers comprehensive benefits including medical, dental and vision insurance, 401(k) plan with match, paid time off, and other benefits.

ISC's salary ranges are determined by role and level. The range displayed on each job posting reflects the minimum and maximum target for new hire salaries for the position across all US locations and could be higher or lower based on a multitude of factors, including job-related skills, experience, and relevant education or training.

National Pay Range

$25—$33 USD