Premium Audit Technician

This position can be located in our Stevens Point or Madison, WI office(s) and will follow Sentry’s current hybrid model of 3 days in-office.

About the role

Entry level role focused on supporting the premium audit function. Communicates with internal and external customers and supports a growing book of middle and large businesses across all lines. Works with the unit supervisor and peer audit review team for timely review of financial and business records to determine final earned premium.

Responsibilities

• Reviews and disseminates mail, email, and fax audit report submissions for all lines of business and all states.
• Assesses records received and communicates with insureds and agents when additional information is expected.
• Creates referrals to underwriters on pertinent information after the review process.
• Assists with responding to insured and agent questions and requests.
• Calculates and bills final policy premium after audit has been reviewed.
• Evaluates moderately complex voluntary audits for regional business to determine accurate classification and policy provisions to calculate final earned premium.
• Communicates with insureds and agents to discuss records and operations.
• Creates referrals for operation changes to underwriters and audit management that may impact premium.
• Initiates and completes necessary policy changes following established department guidelines.
• Performs quality audits for all peers within premium audit department.

Requirements

• High School Diploma; Associate Degree preferred.
• Working knowledge of PC software applications.
• Ability to work independently and as a part of a team.
• Capability to meet and adapt to deadlines and workload fluctuations.
• Excellent customer engagement and service skills.
• Great judgment and decision-making ability.
• Analytical skills to effectively interpret manual rules and audit information.
• Basic aptitude for mathematics, accounting, and financial documents beneficial.

Benefits

• Hybrid work model: Monday and Friday work from home, Tuesday through Thursday in office.
• In-office workspace and materials for your home office, including a laptop and equipment prior to your start.
• Meal Subsidy available for associates who report to an office.
• 401(K) plan with a dollar-for-dollar match on your first eight percent, plus immediate vesting.
• Education and career development through Sentry University (SentryU) and tuition reimbursement program.
• Generous Paid-Time Off plan and Volunteer-Time Off.
• Group Medical, Dental, Vision, Life insurance, and Parental leave.
• Health and Wellness benefits to encourage a healthy lifestyle.
• Well-being and Employee Assistance programs.
• Sentry Foundation gift matching program to encourage charitable giving.

About Sentry

We take great pride in making Forbes’ list of America’s Best Midsize Employers. A lot of different factors go into that honor, many of which contribute to your job satisfaction. Our bright future is built on a long-track record of success. We got our start in 1904 and have been helping businesses succeed and protect their futures ever since. Because of the trust placed in us, we’re one of the largest and financially strongest mutual insurance companies in the United States. We’re rated A+ by A.M. Best, the industry's leading rating authority. Our headquarters is in Stevens Point, Wisconsin, with offices located throughout the United States. From sales to claims, and information technology to marketing, we enjoy a rewarding and challenging work environment with opportunities for ongoing professional development and growth.