Performing annual virtual review of policyholder’s payroll, accounting and financial records to determine final exposures on auditable commercial lines policies.
Review of policyholder’s business operations to determine correct classification(s) and identifying factors affecting insurability.
Maintaining positive customer relationships and providing technical expertise for internal and external customers.
Discuss questions and concerns with the insureds to ensure the understanding of exposure changes and promote professional customer experience.
Ensure quality through correct utilizing of manual rules and risk classification.
Completing and transmitting audits in a timely manner.
Consistently remaining the current premium audit related rules and information
Requirements
Premium Audit experience preferred
Extensive 6-week training and mentoring program is supplemented with on-the-job experience
Must be self-motivated and organized
Must have strong verbal, written and interpersonal communication skills with the ability to present subject matter clearly to both technical and non-technical audiences.
Proficiency with Microsoft Office Suite, specifically a strong command of Excel functionality
Strong analytical skills
Effective decision-making skills.
B.S. / B.A. degree preferred with a strong preference for finance or accounting degree (some accounting courses would be a plus!) OR Equivalent work experience
Benefits
Ongoing coaching and development for continuous career growth
Pay-for-performance culture that rewards your contributions