Conduct insurance premium audits for Workers Compensation, General Liability, and Automobile policies by auditing policyholder’s records, and applying manual rules and company standards
Prepare for the audit by identifying the necessary information and type of records needed
Prepare schedule to maximize optimal use of time
Correspond with insured via phone, email and mail to setup audit appointments
Examine the policyholder’s records, gather data to determine correct classifications for business activities and write an effective description of operations
Prepare complete audit document, explain results to insured and communicate the results to the home office
Travel to multiple audit locations and perform on-site audits
Hybrid work: based from home with required daily travel to each audit location; car travel average 2-4 days per week
Requirements
Associate’s Degree or equivalent (or equivalent combination of education and experience) highly desired
2 years performing premium audits (preferred)
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 with bodily injury limits >= $100,000 per person and $300,000 per accident (or $300,000 combined)
Ability to travel by car on average 2-4 days per week within assigned territory