Premium Audit Specialist: Complex Audits & Endorsements

CNA Insurance; Florida; Presencial; USD 55 000 - 75 000; Tempo integral

Resumo da oferta

CNA Insurance seeks a Premium Audit Technician to perform complex premium audits under general supervision. You will set up and maintain audit files, review data for consistency, and calculate policies accurately.

Strong attention to detail, organizational skills, and proficiency with Microsoft Office are required. Associate degree or equivalent experience, plus 3 years in related work, preferred. CNA supports accommodations in the recruiting process.

Qualificações

• Understanding of all lines of business in insurance.
• Strong organizational skills and ability to prioritize multiple tasks.
• High attention to detail and accuracy under pressure.
• Good interpersonal and communication skills.
• Proficient with Microsoft Office and related software.

Responsabilidades

• Sets up and maintains interim and RM premium audit files for complex premium audits in accordance with internal operating procedures.
• Compares and checks information supplied by premium auditors from the field for consistency, completeness, and mathematical accuracy.
• Reviews and processes appropriate information records and works with auditors to ensure accuracy.
• Performs advanced policy calculations.
• Coordinates with customers and underwriting when necessary for additional information; responds to inquiries.
• Provides data input into insurance systems accurately.
• Provides training expertise and feedback to Premium Audit Technicians.
• Researches Audit Status Reports to clear older expired policies that need to be billed.
• Endorses added states to policy before billing final audit; reports additional/return premium information as needed.
• Verify Automation reports for WC rating errors and maintain accuracy of reporting system (JAMS).

Conhecimentos

Insurance industry knowledge

Policy language understanding

Attention to detail

Communication skills

Microsoft Office

Formação académica

Associate's degree or equivalent experience

Ferramentas

JAMS

Microsoft Office Suite

Descrição da oferta de emprego

You have a clear vision of where your career can go. And we have the leadership to help you get there. At CNA, we strive to create a culture in which people know they matter and are part of something important, ensuring the abilities of all employees are used to their fullest potential.

CNA seeks to offer a comprehensive and competitive benefits package to our employees that helps them — and their family members — achieve their physical, financial, emotional and social wellbeing goals.

For a detailed look at CNA’s benefits, check out our Candidate Guide.

Under general supervision reviews and reconciles the consistency, completeness, and mathematical accuracy of complex premium audits by comparing findings with applications, endorsements, and renewals.

JOB DESCRIPTION:

Essential Duties & Responsibilities

Performs a combination of duties in accordance with departmental guidelines:

• Sets up and maintains interim and RM premium audit files for complex premium audits in accordance with internal operating procedures.
• Compares and checks information supplied by premium auditors from the field for consistency, completeness, and mathematical accuracy.
• Reviews and processes appropriate information records and works with auditors to ensure accuracy.
• Performs advanced policy calculations.
• Coordinates with customers and underwriting, when necessary, for additional information. Responds to and resolves external customer inquiries.
• Provides data input into insurance systems accurately.
• Provides training expertise and feedback to Premium Audit Technicians.
• Researches Audit Status Report to clear older expired policies that need to be billed
• Endorses added states to policy before billing final audit. Reports to Audit endorsement team Additional/Return premium information in accordance with internal procedures. Respond or initiate Large AP emails so that current term policy can be endorsed.
• Verify Automation reports for WC rating errors and clears errors. Maintains accuracy of reporting system (JAMS- i.e. close out audits when completed with estimated and actual premiums).
  
  
  

Reporting Relationship

Supervisor or above

Skills, Knowledge And Abilities

• Solid knowledge of the insurance industry with an understanding of all lines of business.
• In-depth understanding of policy language and documentation.
• Good organizational skills and the ability to prioritize multiple tasks.
• Strong attention to detail with the ability to work well under pressure situations.
• Good interpersonal and communication skills.
• In-depth knowledge of Microsoft Office Suite as well as other business-related software.
  
  
  

Education And Experience

• Associate's degree or equivalent experience.
• Typically a minimum of three year's related work experience.
  
  
  

CNA utilizes AI-enabled technology during the recruiting process. For more information, please visit our careers page.

CNA is committed to providing reasonable accommodations to qualified individuals with disabilities in the recruitment process. To request an accommodation, please contact [e-mail]