Premium Audit Assistant

Trean Corporation; California (MO); On-site; USD 42,000 - 64,000; Full time

Job summary

Trean Corporation seeks a Premium Audit Assistant to support the Workers’ Compensation Premium Audit Department by coordinating audit requests, managing insured communications, and reviewing submitted documentation. The role requires strong organization, customer focus, and the ability to manage multiple priorities in a fast-paced environment.

The candidate will maintain audit records, prepare files for auditors, and document all interactions across audit systems with precision and timeliness.

Qualifications

• High school diploma or equivalent required.
• Minimum one year of administrative, insurance, auditing, customer service, or office support experience.
• Strong written and verbal communication skills.
• Exceptional organizational and time management skills.
• Strong attention to detail and accuracy.
• Ability to manage multiple tasks and deadlines simultaneously.
• Proficiency with Microsoft Outlook, Excel, Word, and other Microsoft Office applications.
• Ability to compose professional business correspondence.

Responsibilities

• Audit Coordination: Distribute audit request packets to insureds and agents; manage timelines; conduct follow-ups; escalate non-responsive accounts; maintain follow-up dates and reminders.
• Email and Communication Management: Monitor audit inboxes; respond professionally; route inquiries; answer phone; place calls to insureds for documentation; document communications; maintain electronic records.
• Records Review and Collection: Review payroll, tax, subcontractor, and operational docs; identify missing/incomplete items; request additional information; track records; prepare files for auditors.
• Audit Documentation and Data Entry: Create progress notes; upload and classify audit documents; verify policy info, locations, class codes, FEIN data; maintain accurate records; assist with status updates.
• Workflow and Productivity Management: Prioritize older/time-sensitive audits; manage workloads; follow up on procedures; collaborate with auditors and management.

Skills

Administrative support

Attention to detail

Time management

Microsoft Office proficiency

Education

High school diploma or equivalent

Tools

Microsoft Outlook

Excel

Word

Job description

Description

POSITION SUMMARY

The Premium Audit Assistant plays a critical role in supporting the Workers’ Compensation Premium Audit Department by coordinating audit requests, managing insured communications, reviewing submitted audit documentation, maintaining audit records, and ensuring audit files are prepared for auditors in a timely and accurate manner. The ideal candidate is highly organized, detail-oriented, customer-focused, and capable of managing multiple priorities in a fast-paced environment.

RESPONSIBILITIES

Audit Coordination

• Distribute audit request packets to insureds and agents.
• Manage audit timelines and follow-up schedules to support timely completion of audit requests.
• Conduct second and final audit requests when initial responses are not received.
• Monitor outstanding audit requests and coordinate escalation of non-responsive accounts.
• Maintain accurate follow-up dates and task reminders within audit management systems.

Email and Communication Management

• Monitor and manage department audit inboxes throughout the day.
• Respond professionally to insureds, agents, payroll providers, and internal departments.
• Route inquiries to appropriate departments such as Accounting, Underwriting, or Audit Management.
• Answer the Audit Department phone line professionally and direct calls to the appropriate team member or department.
• Place calls to insureds when required to request audit documentation, clarify information, or assist with audit-related questions.
• Document all inbound and outbound communications within audit management systems.
• Maintain organized electronic records and correspondence.

Records Review and Collection

• Review payroll documentation, tax records, subcontractor information, and operational descriptions submitted for audit purposes.
• Identify missing, incomplete, or inconsistent audit documentation.
• Communicate documentation deficiencies and request additional information from insureds.
• Track records received and maintain detailed audit status notes.
• Prepare audit files for assignment to auditors once required documentation is received.

Audit Documentation and Data Entry

• Create and maintain detailed progress notes documenting audit activity.
• Upload, organize, and classify audit documents within company systems.
• Verify policy information, locations, class codes, FEIN data, and supporting documentation.
• Maintain accurate records to ensure audit readiness and compliance with departmental procedures.
• Assist with status updates and workflow management across multiple systems.

Workflow and Productivity Management

• Prioritize older and time-sensitive audits to support departmental production goals.
• Manage assigned workloads while ensuring quality and timeliness standards are met.
• Follow established procedures for audit follow-ups, due dates, extensions, and non-productive audit processing.
• Collaborate with auditors, management, and team members to ensure efficient audit completion.

Requirements

Required

• High school diploma or equivalent.
• Minimum one year of administrative, insurance, auditing, customer service, or office support experience.
• Strong written and verbal communication skills.
• Exceptional organizational and time management skills.
• Strong attention to detail and accuracy.
• Ability to manage multiple tasks and deadlines simultaneously.
• Proficiency with Microsoft Outlook, Excel, Word, and other Microsoft Office applications.
• Ability to compose professional business correspondence.

Preferred

• Experience in insurance, premium audit, workers’ compensation, underwriting, or claims operations.
• Familiarity with payroll records, tax documentation, and financial records.
• Experience working in workflow-based production environments.
• Knowledge of audit, underwriting, or policy administration systems.