Responsible for performing telephone and field audits in a multi functional business unit, within established authority levels. Reviews accounting and financial information necessary to determine appropriate exposures for policyholders' employees and subcontractors.
- Performs online, telephone and field audits, within established authority level.
- Contacts agents to review audit results, prior to invoicing on large accounts.
- Collects all pertinent data and documents needed to calculate policyholder's premium liability.
- Interviews policyholders to obtain further information concerning premiums; e.g., payroll and personnel records.
- Performs physical audits on multi-state accounts, as required.
- Communicates completed audit information with contact and ensures results are understood.
- Reviews policy information by referring to Workers Compensation manuals, class codes and rules and prepares for audit in determining insured's correct operations.
- Notifies business unit of necessary changes in entities, officers, partners, etc. to ensure that policy is properly endorsed.
- Maintains confidentiality of information processed.
- Works with minimum supervision.
This position description identifies the responsibilities and tasks typically associated with the performance of the position. Other relevant essential functions may be required. EMPLOYMENT QUALIFICATIONS: EDUCATION OR EQUIVALENT EXPERIENCE:
Bachelor's degree in accounting, finance or related field. Combinations of relevant education and experience may be considered in lieu of a degree. Progress towards or completion of industry recognized professional designations (i.e. APA, IIA, AIU, CPCU, ARM) preferred. Continuous learning, as defined by the Company's learning philosophy, is required. Certification or progress toward certification is highly preferred and encouraged. EXPERIENCE:
With proper education credentials, one-year relevant experience that provides the necessary skills, knowledge and abilities or completion of the premium audit trainee program. SKILLS/KNOWLEDGE/ABILITIES (SKA) REQUIRED:
- Ability to work effectively in a multi functional business unit.
- Knowledge of workers compensation insurance including knowledge of occupational classification codes and rules.
- Ability to quickly and accurately work with many variables to arrive at premium calculations.
- Ability to read, analyze, and interpret policy documents, technical and financial information, and procedure manuals.
- Ability to initiate insurance transactions in compliance with all policies, procedures, legal and ethical guidelines.
- Ability to perform necessary mathematical computations.
- Ability and proficiency in the use of electronic accounting records and payroll reporting systems (i.e. ADP, QuickBooks, etc.).
- Excellent oral and written communication skills.
- Effective presentation skills using virtual tools, i.e., Teams, Zoom, etc.
- Ability to negotiate while establishing a personal rapport and maintaining an effective working and client relationship, both internally and externally.
- Ability to maintain confidentiality.
- Ability to manage multiple priorities, establish workflows and meet necessary deadlines.
- Ability to work with minimum supervision.
- Ability to perform other assignments at locations outside the office.
Work is performed remotely from home in the designated region. Very minimal travel may be required.
The qualifications listed above are intended to represent the minimum education, experience, skills, knowledge and ability levels associated with performing the duties and responsibilities contained in this job description.
We are an Equal Opportunity Employer. Diversity is valued and we will not tolerate discrimination or harassment in any form. Candidates for the position stated above are hired on an \"at will\" basis. Nothing herein is intended to create a contract.
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