Insurity

Strategic Client Partner - Premium Audit

Insurity$105K — $192K *
US-AnywhereRemote in United States
Finance & Insurance
Less than 5 years of experience
Job Overview by Ladders

Qualifications

  • 5-7 years of experience in premium audit or related field
  • Proven track record of managing audit coverage and workflow
  • Strong understanding of premium audit tools and techniques
  • Experience in shaping deal strategies for complex opportunities
  • Capable of identifying gaps in premium capture and audit processes
  • Ability to challenge operational efficiencies and drive improvements

Responsibilities

  • Establish trusted relationships with senior stakeholders
  • Develop customer-specific strategies to drive product demand
  • Ensure seamless lead and deal management to avoid revenue loss
  • Analyze audits to pinpoint missed premium opportunities
  • Streamline audit processes to reduce bottlenecks and delays
  • Communicate the requirements for complete audit coverage and premium capture

Benefits

  • Flexible work environment options including remote and hybrid
  • Open PTO policy allowing for personal time off as needed
  • Comprehensive health coverage and retirement savings from day one
  • Award-winning onboarding program designed for employee success
  • Opportunities for internal promotions and career growth
  • Access to mentorship and leadership development programs
  • Continuous learning resources including LinkedIn Learning
  • Discounted family education through partnered universities
  • Employee referral bonus program for bringing new talent on board
Full Job Description
Insurity's Next Strategic Client Partner - Premium Audit

This is for a premium audit leader who has conducted premium audits, has been accountable for audit coverage, reviewer workflows, and getting premium from audit to bill to cash-and has sat in the seat where premium is missed. You know exactly how and why it happens.

You've seen it firsthand-policies that never get audited, payroll that isn't fully captured, classifications that go uncorrected, and audits that sit too long to be billed. You know the tradeoffs carriers make every day: what gets audited vs. what gets waived, what gets processed vs. what sits, and how quickly missed premium turns into lost revenue. You have hands-on knowledge of how premium audit tools are configured.

This role is about stepping into those conversations as a peer-bringing a clear, experience-backed point of view on where premium is being lost and what it takes to audit every auditable policy.

What our Strategic Client Partner - Premium Audit will do

Create credible demand in priority accounts - establishing trusted technical and business credibility with senior customer stakeholders, reframing problems, validating high-value use cases, and generating demand for the product.

Partner to construct deal strategy for priority opportunities - shaping customer-specific value narratives, collaborating to break into priority accounts, and advancing complex or stalled deals.

Collaborate to ensure no lead or deal leakage - maintaining accountability from first engagement through booking, driving disciplined follow-through, and preventing drop-off.

Identify where premium is being missed - where policies go unaudited, payroll is underreported, classifications remain uncorrected, and completed audits don't translate into billed premium.

Challenge how the audit department is operating - where manual reviewer bottlenecks, limited audit coverage, aging audits, and processing backlogs constrain what gets audited and billed.

Illustrate what it takes to audit every auditable policy within a book of business - bring a clear point of view on what full audit coverage requires -where all eligible policies are audited, manual review is reduced, timelines are compressed, and premium moves cleanly from audit to bill to cash.

This role partners closely with Marketing and Sales and sits within the Product organization to ensure alignment to roadmap, positioning, and real customer needs.

Who We're Looking For

You've owned premium audit outcomes end-to-end - audit coverage, processing timelines, and premium accuracy, where missed audits or delays showed up directly as unbilled premium.

You've worked within operational constraints - limited staffing, manual review requirements, and backlogs that force tradeoffs on what gets audited vs. what gets left behind.

You go straight to where premium is lost - where audits fall through, payroll isn't fully captured, classifications go uncorrected, and operational gaps directly impact revenue.

You have a clear point of view on how audit should run - how to move from partial to full coverage, reduce manual dependency, and capture premium faster.

You still want to be close to the challenge - engaging where your experience directly impacts how carriers capture premium, run audit operations, and drive financial performance.

What's In It For U

Work Where You Thrive

Find the work environment that supports your best-whether that's remote, in-office, or hybrid-depending on your role and location. Our Flex First Workforce approach offers many fully remote opportunities, while some teams follow hybrid or in-office schedules to stay connected and collaborative.

Take Time When You Need It

We trust our team to manage their time with our Open PTO Policy, empowering you to recharge when it matters most.

Benefits That Start on Day One

Enjoy comprehensive health coverage and employer-matched retirement savings right from your first day-because we know how important these are to you.

Living Our Values Every Day

Our core values are more than words on a wall-they guide how we hire, grow, and retain the very best talent.

Award-Winning Onboarding

From your first day to your first anniversary, our onboarding program is designed to set you up for success and help you make an immediate impact.

Grow Your Career from Within

We believe in promoting from within. In fact, over 25% of our open roles are filled by internal candidates.

Mentorship That Matters

Our mentorship program connects you with experienced leaders who are committed to helping you grow both personally and professionally.

Insurity Podcasts

Explore podcasts from our Learning & Development team for deeper insight into Insurity products, company innovation, and the business as a whole.

Keep Learning, Always

Fuel your growth with full access to LinkedIn Learning and Kaplan-because continuous development is key to success.

Invest in Your Future-And Your Family's

Through our partnership with the University of Arizona Global Campus, you and your family can access discounted tuition and pursue educational goals affordably.

Earn When You Refer

Love where you work? Invite others to join us! Our Employee Referral Bonus program rewards you for bringing great people on board.

We have five Core Values at Insurity; one of which is to Act with Integrity. Providing pay transparency helps you make the best decision for you. We continuously analyze and update our salary ranges for our roles according to market trends to not only ensure our employees are paid fairly, but also help close gender, race, and disability wage gaps. Along with the benefits listed above, the career level salary range for this role is $105,000 - $192,000. We share a career level salary as a guideline; however, actual salary may vary based on your experience and qualifications. If your application advances, your recruiter will review these details with you during a video interview.

Languages for Québec candidates: The knowledge of French is required for positions permanently located in Quebec. The English language is required for this position in order to communicate with clients, partners, and colleagues, who are strictly located outside of Québec. French-language training will be offered to candidates who do not have a good knowledge of French.

About Insurity

Insurity is a software solutions provider that specializes in the insurance industry. The company was founded in 1985 and is headquartered in New Haven, Connecticut. Insurity offers a range of software solutions, including policy administration, claims management, and billing. These solutions are used by insurance carriers, brokers, and agents to manage their operations and improve customer service. Insurity also provides consulting and implementation services to help customers get the most out of their software. In addition to its headquarters in New Haven, Insurity has offices in Texas, California, and Canada.
Learn more about Insurity
Size
1,000 employees
Industry
Founded
1985

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