Provides clerical and administrative support for premium audit operations, including researching and entering data, assigning and processing audits, closing noncompliant audits, proofreading and processing documents, handling invoices, and communicating with agents, insured parties, and vendors. May also contribute to project teams and procedure development under direct supervision.
Summary: Under direct supervision and following standard procedures, provides clerical assistance by performing the following duties.
Essential Duties and Responsibilities
- Researches, compiles and enters data in specified format for reviews/reports; may assist in the development of procedures, proposals and/or projects.
- Assists in assignment and allocation of audits; processing of completed audits and noncompliant audit closeouts.
- Proofreads, scans, copies, and processes documents; may process invoices according to company procedures.
- Initiates or receives communication to/from agents, insured, or vendors.
- May serve as a member of project teams, contributing to the achievement of project objectives.
- Performs other duties as assigned.
Education/Experience:
High school diploma or general education degree (GED); or up to one-year related experience and/or training; or equivalent combination of education and experience.
A minimum requirement for this position is the ability to work legally in the United States. No visa sponsorship/support is available for this position, including for any type of U.S. permanent residency (green card) process.
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What you need to know about the Charlotte Tech Scene
Ranked among the hottest tech cities in 2024 by CompTIA, Charlotte is quickly cementing its place as a major U.S. tech hub. Home to more than 90,000 tech workers, the city’s ecosystem is primed for continued growth, fueled by billions in annual funding from heavyweights like Microsoft and RevTech Labs, which has created thousands of fintech jobs and made the city a go-to for tech pros looking for their next big opportunity.
Key Facts About Charlotte Tech
- Number of Tech Workers: 90,859; 6.5% of overall workforce (2024 CompTIA survey)
- Major Tech Employers: Lowe’s, Bank of America, TIAA, Microsoft, Honeywell
- Key Industries: Fintech, artificial intelligence, cybersecurity, cloud computing, e-commerce
- Funding Landscape: $3.1 billion in venture capital funding in 2024 (CED)
- Notable Investors: Microsoft, Google, Falfurrias Management Partners, RevTech Labs Foundation
- Research Centers and Universities: University of North Carolina at Charlotte, Northeastern University, North Carolina Research Campus



