Sr Ops Data Auditor

Job ID
# of Openings
Field Operations
Office Location
200 Colonial Center Pkwy
Location : Location
US-FL-Lake Mary


Excellent Operations Data Auditor opportunity with responsibilities to the EVP of Operations.  Position will focus on working closely with the agencies to review and evaluate the fields’ revenue recognition reporting and identify areas needing improvement.  This will include responsibilities for auditing, reporting, and conducting training of the field’s 606 data and staff.


  • Conduct on site and remote reviews of agency revenue recognition data points for accuracy, completeness, and timeliness.
  • Conduct training with field personnel to aid in the completion of revenue recognition data points.
  • Report findings timely and clearly to appropriate levels of AssuredPartners management: agency leadership, Operations, Finance, Internal Audit, and IT
  • Collaborate with IT, Operations, Finance and Internal Audit teams as necessary to provide resolution on field/operational issues.
  • Perform other specified duties and projects as assigned by the VP of Operations.
  • Develop a strong working knowledge of retail insurance agency operations and the EPIC, AMS360 and BenefitPoint agency management systems.
  • Training and guidance to the field as needed to achieve our revenue recognition objectives.
  • Work independently to complete audit workprograms and reports.
  • Position may require travel up to 50% of the time.  


  • Bachelor’s degree (B A.) or equivalent; a minimum of three to five years accounting/finance/auditing experience. Retail insurance experience is preferred but not required.
  • Certified Public Accountant, Certified Fraud Examiner, Certified Internal Auditor, Professional Insurance Designation and Insurance License preferred.
  • Proficient in the various Microsoft applications (Word, Excel, PowerPoint, PowerBi).


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