Strong fit for candidates with commercial insurance experience who thrive in customer-facing roles and manage complex workflows, particularly those based in California and comfortable with a hybrid work arrangement after an initial onsite period.
Derived from job-description analysis by Serendipath's career intelligence engine.
Original posting from Integrated Specialty Coverages, LLC via Greenhouse
About Integrated Specialty Coverages
Integrated Specialty Coverages, LLC (ISC) is a growth stage technology and data-driven commercial MGA and insurance wholesaler leading innovation in the market.
Backed by one of the leading private equity firms, Onex Partners, and led by a forward-thinking management team, ISC is combining the worlds of insurance and technology to create an Insurtech powerhouse. As a leading online distributor of insurance products for a range of industries and “Main Street USA”, we are looking for the right people to help us in our mission of achieving exponential growth. We strive to be the number one place to go for brokers and agents to source insurance. To accomplish this, we’re building a digitally focused team that deeply understands the intersection between user experience, data, and AI/ML to optimize the way we engage with our customers and partners.
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 USDBenefits of Working at ISC
Employee Ownership Program - every eligible employee shares in the financial rewards that grow when the company grows
Professional development opportunities
Owner Referral Program
Work from home reimbursement for remote/hybrid roles
Canary emergency financial assistance program
Comprehensive medical, dental, vision
Life/AD&D Insurance
Confidential, Employee Assistance Program
Health Savings Account, includes company contribution
Short-term disability
Voluntary benefits - supplemental accident, critical illness, hospital insurance
Employee discounts
401(k) Plan with company match contribution
Addition Wealth Financial Wellness Program
Various Time Off Programs
11 company paid holidays
Applicants may contact the ISC HR department via e-mail or phone to request and arrange for an accommodation that will allow the applicant to successfully complete the application process. Applicants needing assistance may request accommodation at any time. Please contact ISC at HR@ISCMGA.com or 760-599-7242.
ISC believes in creating long-term relationships by being responsive and relevant and by consistently delivering value to our community of customers. Specifically, we focus on attracting, developing, and retaining the best talent for our business, challenging our people, demonstrating a “can-do” attitude, and fostering a collaborative and mutually supportive environment.
Diversity creates a healthier atmosphere: All qualified applicants will receive consideration for employment without regard to race, color, religion, sex, national origin, age, gender, gender identity, sexual orientation, marital status, medical condition, genetic information, mental or physical disability, military or veteran status, or any other characteristic protected by local, state, or Federal law.
**Must be legally authorized to work in the United States.**
**ISC participates in the Federal E-Verify program**
Source: Integrated Specialty Coverages, LLC careers (Greenhouse)