Jobs · Finance · Wisconsin

Prem Audit Technician II - Commercial Lines

Sentry · Stevens Point, WI · 6 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 responsibilities involve evaluating moderate to complex voluntary audits, determining accurate classification and policy provisions to calculate final earned premium, communicating with insureds and agents, and working with the premium audit supervisor and peer audit team to analyze and conclude final audits.

Responsibilities

  • Evaluates moderately complex voluntary audits for commercial lines to determine accurate classification and policy provisions to calculate final earned premium.
  • Maintains quality standards while meeting or exceeding 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 has been reviewed; 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.
  • Effective 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: Option to work from home on Mondays and Fridays, and in the office on Tuesdays through Thursdays.
  • In-office workspace and home office equipment provided (laptop included).
  • Meal subsidy available.
  • 401(k) plan with a dollar-for-dollar match up to 8%.
  • Sentry University (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 for charitable giving.

About Sentry

Sentry takes great pride in being recognized as one of Forbes' America's Best Midsize Employers. Our commitment to employee satisfaction is reflected in our long history of success and our focus on providing a rewarding and challenging work environment with opportunities for professional development and growth. Sentry is one of the largest and financially strongest mutual insurance companies in the United States, rated A+ by A.M. Best. With headquarters in Stevens Point, Wisconsin, and offices throughout the country, Sentry offers a variety of opportunities for employees to own their futures.

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