Salary
💰 $55,000 - $65,000 per year
About the role
- Handle premium audits for dedicated AAD customers.
- 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, determine record-keeping system, and request specific records required
- Examine the policyholder's records, gather data to determine correct classifications for business activities and write an effective description of operations
- Using SOP and Client requirements, prepare complete audit document and explain results to insured
- Meet minimum billable requirements
Requirements
- Minimum 3+ years premium auditing experience, with physical audit experience preferred
- Experience with auditing WC, GL and GARL policies
- Ability to read, analyze and interpret financial documents
- Moderate proficiency using Excel, including pivot tables, AutoSum, basic formulas, formatting, etc.
- Ability to handle larger, more complex audits by working with multiple record systems and file formats, auditing/reconciling multiple entities and locations, communicating effectively with Agents/Brokers and senior-level employees, and diligent managing schedules and follow-up activities
- Organized and efficient, with ability to follow strict scheduling protocols
- Demonstrated experienced in handling WC audits in Test Audit states such as CA, PA, DE or NY preferred
- RFC and critical error rates within current average bandwidth for all auditors
- Ability to communicate well with both external and internal customers, and represent NEIS in a professional manner
- Bachelor’s degree in Business or Accounting preferred; experience in bookkeeping, accounting or commercial insurance will be considered in lieu of a college degree