Prem Audit Technician II - Commercial Lines
Sentry · Madison, WI · 5 days ago
FinanceFull-time
About the role
This role supports the premium audit function focused on the completion of final audits for commercial lines of business for customers across the United States. The primary responsibility involves evaluating moderately complex voluntary audits to determine accurate classification and policy provisions for calculating final earned premium.
Responsibilities
- Evaluates moderately complex voluntary audits for commercial lines to determine accurate classification and policy provisions to calculate final earned premium.
- Maintains quality standards and meets or exceeds production targets.
- Communicates with insureds and agents to discuss records and operations, clarifying and validating existing and new operations that affect the underwriting of the risk.
- Calculates and bills final policy premium after audit review; reconciles results and escalates issues as necessary.
- Utilizes business knowledge to respond to questions regarding risk classification, class codes, and state rules and regulations.
- Works with premium audit supervisor and peer audit team to analyze and conclude final audits.
Requirements
- High School Diploma; Associate Degree preferred
- Minimum of 1 year of related work experience
- Working knowledge of PC software applications
- Ability to work independently and as part of a team
- Meets and adapts to deadlines and workload fluctuations
- Excellent customer engagement and service skills
- Great judgment and decision-making abilities
- Analytical skills to effectively interpret manual rules and audit information
- Basic aptitude for mathematics, accounting, and financial documents beneficial
Qualifications
- High School Diploma; Associate Degree preferred
- Minimum of 1 year of related work experience
- Working knowledge of PC software applications
- Ability to work independently and as part of a team
- Meets and adapts to deadlines and workload fluctuations
- Excellent customer engagement and service skills
- Great judgment and decision-making abilities
- Analytical skills to effectively interpret manual rules and audit information
- Basic aptitude for mathematics, accounting, and financial documents beneficial
Skills
- Strong analytical skills
- Excellent communication and customer service skills
- Proficiency in PC software applications
- Ability to work independently and as part of a team
- Understanding of risk classification and state rules and regulations
Benefits
- Scheduled Hybrid Work Model
- In-office workspace and materials for home office
- Laptop provided before start date
- Meal subsidy available
- 401(k) plan with dollar-for-dollar match up to 8%
- SentryU for continuing education and career development
- Generous Paid-Time Off plan
- Group Medical, Dental, Vision, Life insurance, Parental leave, and health and wellness benefits
- Well-being and Employee Assistance programs
- Sentry Foundation gift matching program
Pay
Competitive compensation package
Schedule
Scheduled Hybrid Work Model