Full-Time

Senior Premium Insurance Audit Reviewer

ReSource Pro

ReSource Pro

1,001-5,000 employees

Outsourced policy administration and claims processing

Compensation Overview

$46.5k - $79k/yr

+ Annual bonus eligibility + Internet stipend + 401(k) employer match

Remote in USA

Remote

Must reside within the United States.

Category
Accounting (1)
Required Skills
Microsoft Office
Quality Assurance (QA)
Data Analysis

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Requirements
  • A high school diploma or equivalent is required.
  • At least 5 years of experience reviewing audits, or a combination of reviewing and premium auditing experience such as workers' compensation or general liability auditing, is required.
  • Experience with Nexus or another audit management platform is required.
  • Microsoft Office proficiency is required.
  • The ability to learn and adapt quickly in a fast-paced environment is required.
  • The ability to navigate change is required.
Responsibilities
  • Perform audit reviews across all audit types, focusing on the oldest audits in the queue, and provide coverage for reviewers.
  • Conduct secondary reviews for paid review accounts and perform higher-level audit reviews requiring advanced quality assurance expertise.
  • Monitor audit queues and assist in resolving audit bottlenecks.
  • Review self-review audits submitted directly to billing to ensure they meet self-review eligibility and quality requirements, and monitor audit reports to detect trends or recurring issues.
  • Track carrier return data and recommend process improvements.
  • Collaborate with leadership on quality monitoring strategies and data analysis.
  • Pull and analyze audit files to identify performance strengths and gaps.
  • Share review results with leadership for delivery to the auditor who completed the original audit.
  • Conduct reviews of test audits for designated carriers within the test audit program.
  • Support onboarding of new reviewers by providing shadowing opportunities and ongoing mentorship via chat.
  • Fill in on live learning platforms such as Zoom or Learning Academy, as well as other areas within the team, to support team initiatives.
  • Promote open, solution-oriented communication, encourage teamwork, and maintain a focus on shared goals and productivity.
Desired Qualifications
  • WCIRB CompEssentials certification preferred.

What this company does: ReSource Pro provides insurance process outsourcing services for insurance carriers, managing general agents (MGAs), and brokers, helping them improve operational efficiency and support profitable growth. How its product works: It delivers tailored back-office services—such as policy administration, claims processing, and customer support—often via technology-enabled processes and a blend of experienced staff and industry know-how to handle administrative tasks, scale operations, and adapt to market changes. How it is different from competitors: It focuses on customized, end-to-end outsourcing solutions within the insurance sector, combining industry expertise with technology transformation to improve market responsiveness and customer servicing, rather than offering generic outsourcing. What its goal is: To help its clients manage rising costs, talent shortages, and evolving market conditions so they can grow profitably and better serve their policyholders.

Company Size

1,001-5,000

Company Stage

N/A

Total Funding

N/A

Headquarters

New York City, New York

Founded

2003

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Simplify Jobs

Simplify's Take

What believers are saying

  • April 2026 AI Orchestration launch targets insurers stuck in pilot purgatory.
  • April 2026 M&A Integration Suite rides 2025's 750+ brokerage deals.
  • June 2026 Flow Specialty deal gives ReSource Pro a credible agentic AI narrative.

What critics are saying

  • AI Factory can commoditize ReSource Pro's labor-heavy margins within 12 months.
  • Insurance clients can insource AI orchestration after seeing ReSource Pro's documented playbooks.
  • Any data breach or failed workflow automation could trigger E&O disputes and client churn.

What makes ReSource Pro unique

  • ReSource Pro serves 3,200+ insurance clients with documented workflows across core operations.
  • June 2026 AI Factory acquisition adds Flow Specialty's agentic insurance workflow expertise.
  • Its 96%+ retention and 16 Inc. 5000 appearances signal durable customer trust.

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Benefits

Health Insurance

Dental Insurance

Vision Insurance

Phone/Internet Stipend

401(k) Company Match

Health Savings Account/Flexible Spending Account

Disability Insurance

Paid Vacation

Paid Holidays

Wellness Program

Growth & Insights and Company News

Headcount

6 month growth

33%

1 year growth

33%

2 year growth

32%
Windstream
Aug 19th, 2026
Vantage Insurance Partners Appoints Patrick Armstrong to Board of Directors

Vantage Insurance Partners appoints Patrick Armstrong to Board of Directors. The Associated Press Aug 19, 2026, 8:37 AM K. Patrick Armstrong Joins Vantage Insurance Partners Board of Directors NEW YORK-(BUSINESS WIRE)-Aug 19, 2026- Vantage Insurance Partners announced the appointment of Patrick Armstrong, former Chief Revenue Officer of ReSource Pro, to its Board of Directors. Armstrong brings more than 36 years of insurance industry experience spanning agency leadership, operations, go-to-market strategy, revenue growth, and technology-enabled services. K. Patrick Armstrong Joins Vantage Insurance Partners Board of Directors Armstrong's extensive experience working across the insurance ecosystem will provide valuable strategic perspective as Vantage continues to expand its platform, strengthen its partner agency network, and accelerate organic and strategic growth. "Patrick brings a wealth of strategic insight to our Board across sales, operations, technology and agency leadership," said Jack Butcher, Chairman and CEO of Vantage Insurance Partners. "His experience building and scaling organizations, combined with his firsthand understanding of the independent agency community, will be particularly valuable as we continue to build momentum. We are delighted to welcome Patrick to the Board and look forward to the impact he will have on Vantage and our partner agencies." Earlier in his career, Armstrong spent nearly two decades as an agency principal, giving him firsthand experience with the opportunities and challenges facing independent insurance agencies and brokers. Throughout his career, he has helped build and scale organizations, develop revenue strategies, lead go-to-market initiatives, and guide companies through periods of significant growth and transformation. Prior to joining the Vantage Board, Armstrong served as Chief Revenue Officer of ReSource Pro, where he played a key role in the company's growth and expansion. During his tenure, ReSource Pro grew approximately 30-fold and was recognized on the Inc. 5000 list of the fastest-growing private companies in the United States 16 times, a distinction achieved by only a small number of companies in the publication's history. Armstrong said he is excited to join Vantage at an important stage in the company's growth. "I am excited about Vantage's vision, growth trajectory and commitment to creating enduring value," said Armstrong. "The company has built a compelling model that combines the strengths of a scaled platform with the entrepreneurial spirit and local expertise of independent agencies. I look forward to sharing my experience and supporting Jack, the leadership team and the Board as Vantage enters its next phase of growth." Armstrong also brings significant credibility and relationships across the insurance industry, including deep experience working with agency owners, executives and leadership teams. His perspective will further support Vantage as it continues to expand its platform and create new opportunities for its partner agencies. About Vantage Insurance Partners, Inc. Vantage Insurance Partners was founded in 2020 as a full-service risk management consulting and insurance brokerage firm. Vantage partners with a network of high-quality independent agencies to provide a comprehensive range of insurance solutions, including property and casualty, employee benefits and specialized risk management services. Backed by DFW Capital Partners, Vantage provides its partner agencies with access to resources, expertise and strategic support designed to strengthen operations, expand market opportunities and build long-term enterprise value. At the same time, Vantage is committed to preserving the unique cultures, brands, relationships and legacies that distinguish each partner agency. About DFW Capital Partners DFW Capital Partners is a private equity firm focused on providing growth equity and equity sponsorship to middle-market companies. With more than $2 billion in assets under management, DFW has spent more than 20 years investing in niche service businesses with strong operating management teams. DFW takes a partnership-oriented approach to investing alongside management teams, helping companies develop and execute strategic growth plans. The firm has a demonstrated track record of investing in and supporting businesses operating at the intersection of government contracting and information technology services. Ralph Sepe [email protected] KEYWORD: NEW YORK UNITED STATES NORTH AMERICA INDUSTRY KEYWORD: PROFESSIONAL SERVICES SMALL BUSINESS OTHER PROFESSIONAL SERVICES INSURANCE FINANCE CONSULTING PUB: 08/19/2026 07:37 AM/DISC: 08/19/2026 07:37 AM You May Also Like

Associated Press
Aug 11th, 2026
Insurance firm ReSource Pro earns 17th Inc. 5000 spot with 67% revenue growth

ReSource Pro, a strategic operations and technology partner to the insurance industry, has been named to the Inc. 5000 list for the 17th time. This places the company among the top 0.04% of repeat honourees in the ranking's 40-year history. The recognition reflects 67% revenue growth from 2022 to 2025 and 117% headcount growth over the same period. Founded in 2003, ReSource Pro now employs 13,500 team members and serves 3,500 insurance carriers, MGAs, and brokers. The company has maintained a 96% client retention rate for over a decade. It has documented 70,000 standard operating procedures to support its insurance services, delivered through AI and specialised operational experts.

Resource Pro
Jul 28th, 2026
ReSource Pro selected as a PropertyCasualty360 2026 Insurance Luminaries winner.

ReSource Pro selected as a PropertyCasualty360 2026 Insurance Luminaries winner. Share: ReSource Pro was recognized for Excellence in Customer Experience for the white glove service delivered while transforming a client's lead management operations NEW YORK, NEW YORK, July 14, 2026 - ReSource Pro, a leading provider of strategic operations solutions for the insurance industry, has been named to PropertyCasualty360's Insurance Luminaries Class of 2026 in the category of Excellence in Customer Experience. This recognition celebrates innovation in the property and casualty insurance industry. The awards program spotlights top professionals and organizations within the sector that strive to modernize and humanize the business. The 2026 winners were selected by a panel of industry experts based on how well they stated and achieved goals with regards to the nomination category; how impactful their work has been; how dedicated the nominee has been to furthering modernization and humanization in the P&C insurance business; and how committed and dedicated the nominee has been to high ethical standards, service and excellence. ReSource Pro earned this honor through its transformational partnership with a large global broker. PropertyCasualty360 recognized that ReSource Pro's Operations Advisory team "transformed the brokerage's lead management process through a customized, data-driven solution that improved visibility, accountability, and operational efficiency across the organization," noting that the initiative demonstrated "ReSource Pro's commitment to understanding client needs, delivering tailored solutions, and driving meaningful improvements in both customer experience and business performance." "This year, the team behind PropertyCasualty360.com was thrilled to scale up our annual professional recognition program to more accurately reflect the depth and breadth of the P&C insurance industry," says Editor-in-Chief Elana Ashanti Jefferson. "People outside of insurance often fail to recognize the history, mission, technology, heart and smarts that are the underpinning of this industry. That's why I am doubly excited to spotlight more individuals and organizations through the 2026 Insurance Luminaries Awards program and inaugural event. These awards pay homage to the critical work around making insureds whole after a major loss while also empowering innovation and modernization to address ever more complex risks and consumer demands." The impact was decisive. What began as a pilot program earned the brokerage's confidence so thoroughly that they expanded the solution across their entire North American operations. This project gave producers and sales leadership more accurate pipeline visibility, enabling data-driven coaching at scale, and ensuring coordinated client outreach across the organization. The work demonstrated that true excellence in customer experience is built through partnership, precision, and a commitment to addressing root causes rather than symptoms. "Don't underestimate the ability to improve any process within your operation, no matter how trivial or low value it may seem at first glance," said Cheryl Kusick, VP of Operations Advisory at ReSource Pro. "Looking deeper into seemingly small inefficiencies can yield transformative benefits that drive significant value across your entire organization." This award reflects the standard ReSource Pro holds across every client engagement. The company's Operations Advisory team brings deep insurance expertise, a highly consultative approach, and the operational rigor to design solutions that are not only effective at launch but built to scale. By investing the time to understand each client's unique environment and treating clients as partners in the process, ReSource Pro has established itself as a trusted extension of clients' own teams, and this recognition from PropertyCasualty360 affirms that commitment at an industry level. About ReSource Pro Focused exclusively on the insurance industry, ReSource Pro is the trusted partner insurance organizations rely on to optimize performance, streamline operations and process engineering, and drive growth. Serving 3,200+ carriers, brokers, wholesalers, and MGAs, ReSource Pro is a specialized market leader in insurance workflow optimization, data and technology services, and strategic operating model transformation. The company is at the forefront of applying managed agentic services to help insurance organizations achieve measurable business outcomes at scale. ReSource Pro has maintained a 96%+ client retention rate for more than a decade and is the only firm serving the insurance industry to have earned a spot on the Inc. 5000 list 16 times - placing it among just eight companies to achieve that level of repeat growth recognition in the list's 40+ year history. Learn more at resourcepro.com. * Broker Solutions * Customer Experience Award * Insurance Luminaries * insurance operations * Lead Management * Operations Advisory * Pipeline Visibility * PropertyCasualty360 Solutions. * Business services * Process * Strategy * Technology services

Outsource Accelerator
Jul 7th, 2026
ReSource Pro acquires Flow Specialty's AI tech and team.

ReSource Pro acquires Flow Specialty's AI tech and team. NEW YORK, UNITED STATES - ReSource Pro has acquired the AI technology and core team of Flow Specialty, installing co-founder Sivan Iram as head of a new internal unit called the AI Factory - positioning the insurance outsourcer to deliver managed agentic services across its insurance client portfolio by combining Flow Specialty's applied AI capability with ReSource Pro's existing process outsourcing infrastructure, according to a press release. AI factory targets repetitive high-volume insurance tasks. The AI Factory will serve as ReSource Pro's dedicated unit for agentic managed services and solutions across its insurance client portfolio, beginning with functions where AI can process high-volume, rules-based work at scale. Flow Specialty demonstrated its technical depth in 2024 by becoming the first AI system to pass the RPLU professional certification exam - one of the most rigorous credentials in the specialty insurance market - a benchmark that validated the team's capacity to deploy AI in high-stakes underwriting environments. "What we built at Flow, we can now expand across every function within ReSource Pro. The AI Factory's mandate is to help the company transition into a hybrid model, where AI handles the repetitive and high-volume work, and people apply their judgment, relationships, and expertise where it matters most," said Sivan Iram, who led Flow Specialty and will head ReSource Pro's AI Factory. Insurance outsourcer bets on agentic AI delivery. The deal accelerates ReSource Pro's transition from pure-play outsourced business processes toward a firm that bundles managed services with AI-driven operational execution. The three Flow Specialty co-founders bring years of applied AI work in insurance, including production deployment across wholesale brokerage - one of the industry's most complex processing environments. The hybrid delivery model is designed to reduce high-volume processing costs while preserving human oversight in client-facing judgment work. "ReSource Pro has been building toward a future where AI and human expertise work together in service of better client outcomes. Bringing their capabilities into our AI Factory is a meaningful step in that direction," said Dan Epstein, CEO of ReSource Pro. The deal reflects a pattern taking hold across insurance BPO: established outsourcers acquiring AI-native startups rather than building internally, using the founder's technical capital as the deployment asset. Insurance operations - policy issuance, claims processing, wholesale brokerage - represent one of the largest concentrations of repetitive knowledge work still run primarily by human labor. Outsourcers that move earliest to integrate agentic AI into managed services contracts are positioning to define the next cycle of insurance process delivery.

Coverager
Jun 24th, 2026
ReSource Pro completes acquisition of Flow Specialty's AI technology and team.

ReSource Pro completes acquisition of Flow Specialty's AI technology and team. Resource Pro has acquired the technology, intellectual property, and core team of Flow Specialty, an AI-focused wholesale insurance brokerage. As part of the deal, Flow Specialty co-founder and CEO Sivan Iram will join ReSource Pro to lead its AI Factory, a dedicated unit focused on developing managed agentic services and solutions for insurance clients. The transaction brings 10 Flow Specialty employees to ReSource Pro, including co-founders Naor Rosenberg, who will serve as technical lead for the AI Factory, and Amit Ben Natan, who will lead product development for the unit. Flow Specialty was founded to use AI to automate specialty insurance brokerage workflows. Over four years, the company built what it describes as an AI broker capable of handling quote, bind, and issue workflows end to end. In 2024, Flow's AI system passed the RPLU certification exam, becoming the first AI system to achieve the designation. "ReSource Pro has been building toward a future where AI and human expertise work together in service of better client outcomes. Sivan and his team have spent years building exactly that, not as a concept, but in production, in one of the most complex areas of insurance. Bringing their capabilities into our AI Factory is a meaningful step in that direction." - Dan Epstein, CEO of ReSource Pro. Get Coverager to your inbox. A really good email covering top news.