Conduct insurance premium audits for Workers Compensation, General Liability, and Automobile policies by auditing policyholders’ records and applying manual rules and company standards.
Prepare for the audit by identifying the necessary information and the type of records needed
Prepare a schedule to maximize the optimal use of time
Correspond with insured via phone, email, and mail to set up audit appointments.
Examine the policyholder’s records, gather data to determine correct classifications for business activities, and write an effective description of operations
Prepare a complete audit document, explain the results to the insured, and communicate the results to the home office
Travel to multiple audit locations
Hybrid position
work from home and complete remote audits 2-3 days per week

Associate’s Degree or equivalent plus two years’ performing premium audits or equivalent combination of education and experience highly desired
Ability to read, analyze, and interpret financial documents
General PC knowledge, including Microsoft Excel and Word.
Knowledge of Visual Audit is a plus.
Ability to communicate well with customers and staff.
Valid driver’s license and satisfactory driving record
Maintain automobile insurance while employed with bodily injury limits equal to or greater than $100,000 per person and $300,000 per accident or $300,000 combined

Benefit package with health, dental, vision, life, and disability coverage options
401(k) retirement plan option with company matching
Generous paid time off policy and 7 paid holidays
Weekly pay
401(k) plan with company matching and immediate vesting

Premium Field Auditor

About this role