About this role
Role Overview
- 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.