Premium Audit Consultant I - Remote South Region

Responsible for performing audits on Property Casualty commercial lines adjustable policies in a multi-functional business unit, within established authority levels. Audits are performed virtually involving the review of accounting records and financial information necessary to determine appropriate exposure, class code and basis of premium in accordance with company, industry and regulatory rules and regulations. 

RESPONSIBILITIES/TASKS: 

• Performs virtual/remote audits on multi-state accounts, within established authority level as required.
• Collects all pertinent data and documents needed via secure link to calculate policy premium liability.
• Reviews Workers Compensation manuals, class codes and rules, and policy documents to adequately determine the insured’s correct operations and audit exposures.
• Initiate insurance transactions in compliance with all policies, procedures, legal and ethical guidelines.
• Effectively communicates completed audit results with insured contact and ensures results are understood.
• Contacts agents to review audit results, prior to invoicing on large accounts.
• Notifies business unit of necessary changes in entities, officers, partners, etc. to ensure that policy is properly endorsed. 
• Collaborate effectively with cross functional teams
• Maintains confidentiality of information processed.
• Works with minimum supervision.
• Minimal field audit work, as 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 of relevant experience that provides the necessary skills, knowledge and abilities or completion of the premium audit trainee program. 

SKILLS/KNOWLEDGE/ABILITIES:  

• 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 computers and company standard software specific to position.
• Excellent oral and written communication skills.
• Effective presentation skills in a variety of settings.
• 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

WORKING CONDITIONS:

Work is performed in an office setting with no unusual hazards. 

The qualifications listed above are intended to represent the minimal skills and experience levels associated with performing the duties and responsibilities contained in this position description. The qualifications should not be viewed as absolute standards, but as general guidelines that should be considered with other position-related criteria.

Pay Range - Actual compensation decision relies on the consideration of internal equity, candidate’s skills and professional experience, geographic location, market, and other potential factors. It is not standard practice for an offer to be at or near the top of the range, and therefore a reasonable estimate for this role is between $52,700 and $88,300.

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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