Premium Audit Assistant

Jobtailor; Minneapolis (MN); On-site; USD 38,000 - 48,000; Full time

Job summary

Jobtailor is seeking a Premium Audit Assistant to support the Workers’ Compensation Premium Audit Department. You will coordinate audit requests, review documentation, and maintain records to ensure audits are completed accurately and on time.

You will manage communications with insureds, agents, payroll providers, PEOs, and internal stakeholders, updating audit systems and preparing files for auditors while adhering to deadlines.

Qualifications

• 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 Office applications.

Responsibilities

• Coordinate audit requests and distribute audit packets to insureds and agents.
• Review submitted audit documentation and maintain audit records.
• Ensure audit files are prepared for auditors in a timely and accurate manner.
• Monitor audit timelines and follow-up schedules.
• Communicate with insureds, agents, payroll providers, PEOs, and internal stakeholders.
• Route inquiries to Accounting, Underwriting, or Audit Management as needed.
• Document all communications in audit management systems.
• Review payroll, tax, subcontractor, and operational descriptions for audit purposes.
• Prepare audit files for assignment to auditors once documentation is received.
• Maintain organized electronic records and correspondence.
• Prioritize older and time-sensitive audits to meet production goals.
• Collaborate with auditors and team members to ensure efficient completion.

Skills

Strong communication

Organization

Time management

Attention to detail

Multitasking

Professional correspondence

Education

High School diploma or equivalent

Tools

Microsoft Outlook

Excel

Word

Job description

Responsibilities

• 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.
• 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, PEOs, and internal stakeholders.
• 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

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

Core Competencies

Demonstrates strong organizational and communication skills while managing audit processes and documentation. Proficient in maintaining accurate records and ensuring compliance with audit standards and timelines.