Conducts audits of highly complex accounts substantiating accuracy of policy classifications, exposure base inclusions/exclusions, status of subcontractors, subcontractor cost allocations, business and final customer relationship and audits the overall business.
Develops proper premium basis on risks adhering to strict time deadlines.
Conducts interviews with the insured to obtain information regarding the insured's operations and business model to obtain a good working knowledge and analysis of the risk.
Determines employee job classifications based on job role and responsibilities and exposure to hazard.
Compiles and analyzes client's operations and accounting records for accuracy in preparation of audit, including examining and authenticating classifications related data from business records as well as a visual inspection of the insured's business.
Recognizes and communicates regular and irregular audit findings and financial conditions of an insured to the agent and branch underwriting.
Informs corporate investigations and underwriting of questionable operations, including suspected fraud.
Prioritizes territorial assignment for policy review and audit load.
Conducts training for less experienced audit staff.
Monitors and provides guidance on the accuracy of policy classifications and proper premium basis development.
Requirements
Bachelor's Degree, preferably in accounting or finance, or equivalent
Advanced degree or professional designations preferred
Experience with ISO, NCCI & Independent Bureau States such as the California WCIRB is required
Typically a minimum of five years of related work experience.
PAAS Certification a plus
Proficient with Microsoft Office and good working knowledge of Excel spreadsheets is a plus.
Benefits
CNA offers a comprehensive and competitive benefits package to help our employees – and their family members – achieve their physical, financial, emotional and social wellbeing goals.