Pro Global

Operations

• Responsible for assisting in the preparation of pre-audit questionnaires and reports.
• Undertaking file selections and file testing.
• Review completed pre-audit questionnaires and assess quality of data.
• The file reviews are central to evidencing controls within the audit process.
• Communicate effectively with both internal and external stakeholders.
• Manage time and meet deadlines.

Audit Operations Analyst

Auditor

• This is your opportunity to be involved in a growing and high paced role.
• The need for audits of Managing General Agents (MGAs), Third Party Administrators (TPAs), and those with delegated authority (ability to write insurance business) allows you to oversee multiple audit engagements at the same time; adding value in every step.
• Our auditors act as individual project leaders where they develop and communicate workplans to team members.
• You would be allocating responsibilities while simultaneously completing your own delegated tasks to ensure the successful and timely completion of your audits.
• By communicating effectively with both internal and external stakeholders you are also able to be the face of Pro.
• Whether working closely with audit operations (administrators & peer review), reviewing pre-audit questionnaires (PAQs), responding to documentation, or diving into audit interviews, our auditors function with a level of enthusiasm and professionalism.
• You are a trusted subjected matter expert with the ability to write detailed reports and identify significant issues.
• Our auditors are seen as partners to our client customers.
• We are more than problem announcers and work closely to help solve and establish work and training plans to ensure compliance.

Delegated Authority Auditor – Coverholder, MGA, TPA, DCA Auditor

Accountant

• Responsible for reviewing facultative recoverable for timeliness and accuracy
• Preparation of complex treaty accounts and facultative collections for losses
• Reconciliations
• Handle cash calls and communicate with multiple brokers and companies
• Oversee settlement and the collection of balances
• Prepare required financial, regulatory and management reports
• Participate in process development and improvement projects
• Collaborate with Management to confirm accuracy of financial transactions
• Participate and actively engage in the development of new reinsurance processes and systems

Facultative, Technical Reinsurance Accountant

• Undertake underwriting, transactional, and claims audits in accordance with client scope requirements
• Liaise with Audit Administrator regarding audit preparations, preparedness of Coverholder/TPA, etc
• Review PAQ (Pre-Audit Questionnaire) responses and associated documentation, where appropriate draft follow-up questions (inquiries) that should be undertaken during on-site review and looping in senior team members (as necessary)
• Coordinate delivery of project (audit) including liaising with clients to report any concerns or progress updates
• Undertaking pre audit, onsite, and post audit activities while communicating work plans to team members
• Allocating responsibility for scope parts; maintaining oversight of on-site work; chairing wrap-up meetings
• Write or supervise production of reports and appendices; if required (or if significant issues identified) prepare initial summary assessment of findings for client
• Communicate effectively with the various stakeholders in the project including team members
• Ensure weekly timesheet is completed accurately to enable effective monitoring of the audit's profitability
• Work with the peer reviewer to ensure high quality work product prior to releasing audit to client

Lloyd's/Delegated Auditor

Financial Planning and Analysis

• Accurately allocate cash receipts against open balances.
• Perform credit control functions of reinsurance receivables/payables and related account reconciliations.
• Financial settlement with clients according to policy terms and agreements and timely management of overall cash flow.
• Work collaboratively with other functional areas (Underwriting, Claims, Finance) and clients to clarify and resolve queries, incorrect data, and missing information.
• Work collaboratively with offshore teams.
• Support ad-hoc projects as assigned.

Financial Technical Accountant

• Manage multiple audit engagements and lifecycles at one time: overseeing the entire audit process including compiling data from third-party administrator on claims handling structure and requesting information in preparation for the audit.
• Audit Third-Party Administrators and Client Claims Teams to ensure adherence to contractual agreements, SLAs, industry standards, and regulatory requirements.
• Review pre audit questionnaire (PAQ) responses and necessary documentation; drafting follow-up questions and inquiries as needed.
• Manage communication, preparatory, onsite/remote, wrap up, meeting, and post audit/reporting activities.
• Analyze claims data to identify trends, exposures, and comparing to best practices.
• Evaluate any liability or coverage decisions to evidence appropriate claims handling decisions .
• Write professional, detailed reports and appendices; if required or if significant issues identified, prepare the initial summary assessment of findings for client.
• Liaise with Audit Administrator regarding audit preparations and MGA/Coverholder/TPA readiness.
• Refer to Peer Reviewer before releasing to client.

Audit Operations Analyst

Delegated Authority Auditor – Coverholder, MGA, TPA, DCA Auditor

Facultative, Technical Reinsurance Accountant

Lloyd's/Delegated Auditor

Financial Technical Accountant

Claims Auditor