Premium Audit Technician

About the role

Primarily responsible for scheduling audit appointments for Premium Auditors. Responsible for the Premium Technician Review OnBase queue and triages incoming phone calls to the Premium Audit Department. Responsible for evaluation, approval, completion and processing of basic mail audits and estimating, in a multi‑functional business unit for a single state or states with similar rules. Provides technical assistance via phone, fax, and e‑mail to internal and external customers including Business Development Consultants, Service Center Representatives, Finance, other Premium Audit staff, agents, attorneys, NCCI/regulatory bureaus, and policyholders. Work is performed in an office setting with no unusual hazards.

Responsibilities

• Premium Technician Review OnBase queue tasks – assignment of audit disputes, audit correspondence, and follow‑up requests to the appropriate Premium Analyst.
• Department phone triage tasks – routing to the appropriate individual and/or answering premium audit related questions and/or billing questions.
• Respond to inquiries and provide direct customer service to internal and external customers related to audit concerns.
• Schedule audit appointments for Premium Auditors.
• Estimate audits.
• Mail audit processing – review and analyze tax records and other relevant documents to verify employee and non‑employee exposure provided by the policyholder, accountant, or agent to process mail audit reports.
• Make necessary customer contacts to gather needed information to process mail audits and mail audit adjustments.
• When an adjustment is denied, notify parties involved and/or correct the policy, including composing written correspondence as appropriate.
• Evaluate and research using tools such as PAAS, NCCI, and applicable web tools to designate appropriate class codes for the mail audit form in accordance with manual rules.
• Enter audit results into Point to generate an audit invoice, when required.
• Communicate policy changes that include, but are not limited to, payroll, class codes, entity, states, Federal/Risk IDs, addresses, officers, endorsements, as a result of audit findings.
• Perform general administrative functions including imaging, special projects, phone coverage, etc.
• Maintain confidentiality of information processed.
• Work with minimum supervision.

Requirements

• Education: Minimum 12 credit hours of coursework in Accounting, Business, Insurance, Finance or related field and progress towards or completion of Insurance Institute of America (IIA) or other insurance‑related designation(s) such as an Associate in Premium Audit (APA).
• Experience: Minimum of two years relevant customer service experience exchanging information and answering basic inquiries over the phone.

Qualifications

• Chartered Property Casualty Underwriter (CPCU) – combinations of education and experience may be considered in lieu of education requirements.
• Preferred: Experience with payrolls, bookkeeping or accounting.