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Responsibilities
• Handle premium audits for dedicated AAD customers.
• Prepare for the audit by identifying the necessary information and type of records needed.
• Prepare schedule to maximize optimal use of time.
• Correspond with insured via phone, email and mail to setup audit appointments, determine record-keeping system, and request specific records required.
• Examine the policyholder's records, gather data to determine correct classifications for business activities and write an effective description of operations.
• Using SOP and Client requirements, prepare complete audit document and explain results to insured.
• Meet minimum billable requirements.
Requirements
• Minimum 3+ years premium auditing experience, with physical audit experience preferred
• Experience with auditing WC, GL and GARL policies
• Ability to read, analyze and interpret financial documents
• Moderate proficiency using Excel, including pivot tables, AutoSum, basic formulas, formatting, etc.
• Ability to handle larger, more complex audits by working with multiple record systems and file formats, auditing/reconciling multiple entities and locations, communicating effectively with Agents/Brokers and senior-level employees, and diligent managing schedules and follow-up activities
• Organized and efficient, with ability to follow strict scheduling protocols
• Demonstrated experienced in handling WC audits in Test Audit states such as CA, PA, DE or NY preferred
• RFC and critical error rates within current average bandwidth for all auditors
• Ability to communicate well with both external and internal customers, and represent NEIS in a professional manner
• Bachelor’s degree in Business or Accounting preferred; experience in bookkeeping, accounting or commercial insurance will be considered in lieu of a college degree.
