Senior Premium Audit Consultant - Remote with Physical and Virtual Audits - Metro-Detroit

Responsibilities

• Performs virtual and in-person field audits.
• Captures all pertinent data and documents needed to calculate policyholder’s premium liability.
• Interviews policyholders to gather information such as payroll and personnel records.
• Communicates audit information with contacts and ensures understanding of results.
• Contacts agents to discuss audit results before invoicing on large accounts.
• Provides information to policyholders for Workers Compensation audits.
• Reviews policy files and prepares for audits based on workers compensation manuals, class codes, and rules.
• Notifies business unit of necessary changes in entities, officers, partners, etc., to ensure proper endorsements.
• Performs re-audits when disputes or discrepancies arise on original audits.
• May be required to testify in court regarding premium audits.
• Represents company at agent meetings to promote corporate products.
• Develops and conducts training programs.
• Mentors Premium Audit Consultants through ride-a-longs, one-on-one meetings, performance reviews, orientation, and overall consultant development.

Requirements

• Bachelor’s degree in accounting, finance, or a related field.
• Combinations of relevant education and experience may be considered in lieu of a degree.
• Completion of APA designation or significant progress towards or completion of CPCU preferred.
• Continuous learning as defined by the Company’s learning philosophy is required.
• A minimum of five years relevant premium auditing experience, including two years of physical auditing.

Skills/Knowledge/Abilities (SKA)

• Demonstrates considerable knowledge of business operations and workers compensation insurance classification codes and rules.
• Reads, analyzes, and interprets policy documents, technical, and financial information, and procedure manuals.
• Excellent oral and written communication skills.
• Trains other auditors, including riding with other experienced auditors to evaluate their progress.
• Knowledge of current and future practices, trends, and information affecting the marketplace.
• Effective presentation skills in various settings.
• Initiates insurance transactions in compliance with all policies, procedures, legal, and ethical guidelines.
• Negotiates while building personal rapport and maintaining effective working and client relationships, both internally and externally.
• Uses computers and company standard software proficiently.
• Accurately works with many variables to arrive at premium calculations.
• Manages multiple priorities, establishes workflows, and meets necessary deadlines.
• Maintains confidentiality.
• Works with minimum supervision.
• Works outside the office.

Employment Qualifications

Residency within or in close proximity to the designated market is required to support job responsibilities.