Performing primarily virtual reviews of large, complex 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 provides technical expertise for internal and external customers.
Discuss questions and concerns with the insureds to ensure the understanding of exposure changes and promote a professional customer experience.
Ensure quality through correctly utilizing of manual rules and risk classification.
Completing and transmitting audits in a timely manner.
Consistently remaining current on premium audit related rules and information.
Effectively discuss and negotiate with industry representatives, agents, brokers, insureds, and underwriters.
Strong knowledge base with state specific audit handling rules and guidelines.
Involved in mentorship/training of new Auditors or those needing assistance in technical knowledge development.
Resource to regional and branch underwriting offices for classification consultation.
Surfaces best practices and may leverage expertise to create/contribute to standard work documentation.
Requirements
A minimum of 5-year Premium Audit experience required for a Senior Premium Auditor
Must have a strong working knowledge of commercial lines products and coverages, including, Workers Compensation, General Liability, and Automobile.
B.S. / B.A. degree preferred with a strong preference for finance or accounting degree
APA designation preferred
Proficiency with Microsoft Office Suite, specifically a strong command of Excel functionality
Must be self-motivated and organized
Must have strong verbal, written and interpersonal communication skills with the ability to effectively discuss and negotiate with regulatory officials, industry representatives, agents, brokers, policyholders, and internal business partners.