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
Requirements
Associate’s Degree or equivalent plus two years’ performing premium audits or equivalent combination of education and experience highly desired
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 while employed with bodily injury limits equal to or greater than $100,000 per person and $300,000 per accident or $300,000 combined
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