Field Premium Auditor
Field Premium Auditor
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Not Disclosed
Salary Not Disclosed
1 Vacancy
Job Description
Position Summary: Under broad supervision ensures the financial integrity of premium development. Verifies and determines final billing exposures on Commercial Lines adjustable policies. Ensures that all audits are conducted in a timely and cost-effective manner.
Essential Duties & Responsibilities:
- Conduct audits of selected Commercial Lines adjustable policies by reviewing the insureds business operation. This includes examining verifying and recording pertinent classification-related data from financial/business records and interviews. Determines and/or develops classification and premium basis. Will routinely make classification decisions and changes that may significantly affect premiums.
- Maintain inventory to keep all audits current.
- Conduct on-site and virtual audits while meeting quality timeliness and productivity goals.
- Discuss issues and problems with the insured to ensure mutual understanding of any potential change in premium exposures to maintain good customer relations.
- Ensure high quality audits through proper risk classification and exposure basis information per customer guidelines and Basic Manual rules.
- Utilize laptop computer audit software and other audit reference tools to record and transmit audit information in a timely manner.
- Provide customers (agents insureds and carriers) with information to assist in their understanding of audit-related matters including final audits procedures and worksheets.
- Remain informed of changes and current industry related information through discussion and correspondence with coworkers peers industry reference guides and bulletins as well as customer SOPs.
- Document customer interactions and scheduling due diligence to maintain customer service standards through information sharing.
Minimum Qualifications
At least 3-4 years of experience in accounting insurance or related experience. Must be able to complete work in a timely manner Must have proficiently in basic computer skills and Excel/spreadsheet skills Strong analytical and interpretive skills Must have good interpersonal skills and be a team player Must be able to work independently
Communication Skills
Conducts all types of communication in a professional manner Effective with making complex technical information and recommendations understandable and clear to audiences with varied levels of technical knowledge Listens effectively Clearly expresses ideas recommendations writing
Customer Service
Responds timely and concisely with all communication Builds credibility with clients Follows customers requirements Understands appropriate information to share with customers
Work Environment
Work is performed on-site at customers location and in a work from home environment.
Physical Demands
- The physical demands described here are representative of those that must be met by an employee to successfully perform the essential functions of this job.
- While performing the duties of this job the employee is regularly required to talk or hear. The employee is required to frequently sit; work using a computer; interact with customers (in person by phone and/or email); use hands to finger handle or feel; and reach with hands and arms.
Travel
Local travel up to 50-75% of the time and occasional overnight travel is required for this position.
Preferred Licensing
APA CPCU certifications are helpful
Other Duties
Please note this job description is not designed to cover or contain a comprehensive listing of activities duties or responsibilities that are required of the employee for this job. Duties responsibilities and activities may change at any time with or without notice.
Equal Opportunity Employer M/F/D/V
Acrisure is committed to employing a diverse workforce. All applicants will be considered foremploymentwithout attention to race color religion age sex sexual orientation gender identity national origin veteran or disability status. California residents can learn more about our privacy practices for applicants by visiting the Acrisure California Applicant Privacy Policy available at Executive Search Firms & Staffing Agencies: Acrisure does not accept unsolicited resumes from any agencies that have not signed a mutual service agreement. All unsolicited resumes will be considered Acrisures property and Acrisure will not be obligated to pay a referral fee. This includes resumes submitted directly to Hiring Managers without contacting Acrisures Human Resources Talent Department.
Employment Type
Full-Time
