Telephone Premium Auditor

GENERAL RESPONSIBILITIES:  Communicate with insureds, via telephone, email or other means, to accurately audit exposures for Workers' Compensation, General Liability, Bis-Pak Liability, Garage, and Commercial Auto policies.

MINIMUM QUALIFICATIONS: 

• EDUCATION:  Bachelor’s Degree, or extensive direct experience in premium audit or underwriting

• EXPERIENCE:
  • Minimum two years field and/or telephone premium audit or commercial lines underwriting experience
  • Working knowledge and understating of basic manual rules for Workers’ Compensation and General Liability

• OTHER:
  • Fluent Spanish speaking abilities helpful
  • Possess above average mathematical skills
  • Ability to communicate well with external and internal customers
  • General PC knowledge including computer spreadsheet software such as Microsoft Excel and Microsoft Word
  • Display excellent customer service to the insured

ESSENTIAL FUNCTIONS:

• Contact the insured to review detailed records and document basis of premium and other essential information
• Provide flexibility to accommodate the insureds availability
• Plan workload in an efficient, productive way, keeping current in assignments
• Conduct audits to calculate proper premium basis for final earned premium
• Determine proper classifications for insureds' exposures
• Serve as a company contact for agents, insureds, underwriters and commercial service representatives regarding premium audit issues
• Complete audit in the premium audit application
• Continue to develop skills in auditing methods and procedures through continuing education and attending premium audit meetings at Corporate Headquarters
• Regular and predictable attendance
• Performs other duties as assigned.

NON-ESSENTIAL FUNCTIONS:

• Review premium audits completed by fee companies.
   

ACUITY PROVIDED EQUIPMENT:

• Personal computer with dual monitors
• Telephone
• iPad