Premium Audit Technician

Emergent Holdings; Lansing (MI); On-site; USD 34,000 - 52,000; Full time

Job summary

Emergent Holdings in Lansing, MI is seeking an organized Administrative Assistant for Premium Audit support. The role schedules audit appointments, triages calls to the Audit Department, and handles basic mail audits and estimating within a multilevel team.

Candidates should have strong data entry, communication, and problem-solving skills, plus familiarity with payroll or insurance terminology. Training provided; on-site work in Michigan office.

Qualifications

• Minimum 12 credit hours of coursework in Accounting, Business, Insurance, Finance or related field and progress towards or completion of Insurance Institute of America (IIA) or other insurance-related designation(s) such as an Associate in Premium Audit (APA) or CPCU.
• Combinations of education and experience may be considered in lieu of education requirements.
• Two years of relevant customer service experience over the phone is required.

Responsibilities

• Schedule audit appointments for Premium Auditors.
• Manage Premium Technician Review OnBase queue.
• Triage incoming phone calls to Premium Audit Department.
• Evaluate, approve, complete and process basic mail audits and estimating.
• Provide technical assistance via phone, fax, and e-mail to internal and external customers.
• Develop and understand client/customer needs and initiate timely action to meet them.

Skills

Multi-functional teamwork

Typing 40 wpm

10-key data entry

Excel/Spreadsheets

Oral and written communication

Analytical problem solving

Payroll knowledge

Education

12+ college credits in Accounting/Finance/Insurance

IIA/APA/CPCU designation

Associate degree progress

Tools

AuSuM

OnBase

Point

Customer Inquiry

Job description

Job Description

Primarily responsible for scheduling audit appointments for Premium Auditors. Responsible for the Premium Technician Review OnBase queue and triages incoming phone calls to Premium Audit Department. Responsible for evaluation, approval, completion and processing of basic mail audits and estimating, in a multi functional business unit for a single state or states with similar rules. Provides technical assistance via phone, fax, and e-mail to internal and external customers including, but not limited to; Business Development Consultants and Service Center Representatives, Finance, and other Premium Audit staff, as well as agents, attorneys, NCCI/regulatory bureaus, and policyholders.

Summary

Primarily responsible for scheduling audit appointments for Premium Auditors. Responsible for the Premium Technician Review OnBase queue and triages incoming phone calls to Premium Audit Department. Responsible for evaluation, approval, completion and processing of basic mail audits and estimating, in a multi functional business unit for a single state or states with similar rules. Provides technical assistance via phone, fax, and e-mail to internal and external customers including, but not limited to; Business Development Consultants and Service Center Representatives, Finance, and other Premium Audit staff, as well as agents, attorneys, NCCI/regulatory bureaus, and policyholders.

Employment Qualifications

• EDUCATION REQUIRED:

Minimum 12 credit hours of coursework in Accounting, Business, Insurance, Finance or related field and progress towards or completion of Insurance Institute of America (IIA) or other insurance-related designation(s) such as an Associate in Premium Audit (APA) or

Chartered Property Casualty Underwriter (CPCU). Combinations of education and experience may be considered in lieu of education requirements.

• EXPERIENCE REQUIRED:

Minimum of two years relevant customer service experience exchanging information and answering basic inquiries over the phone.

• SKILLS/KNOWLEDGE/ABILITIES (SKA) REQUIRED:
• Ability to work effectively in a multi functional business unit.
• Basic knowledge of computers, word processing and spreadsheet software with accurate input ability of 40 wpm and ability to use 10-key
• Ability to read and interpret road maps and approximate mileage.
• Basic knowledge of payroll reports, payroll tax returns, tax forms and supporting documentation.
• Basic knowledge of Accident Fund Underwriting rules and/or Workers' Compensation classifications.
• Basic math skills with the ability to use a ten-key adding machine and verify numbers.
• Excellent oral and written communication skills.
• Excellent organizational skills and ability to prioritize work.
• Analytical and problem solving skills.
• Ability to proofread written correspondence for accuracy of spelling, grammar, punctuation, and formatting. Ability to draft correspondence.
• Develops and understands client/customer needs and initiates timely action to meet them.
• ADDITIONAL EDUCATION, EXPERIENCE, SKILLS, KNOWLEDGE AND/OR ABILITIES PREFERRED:
• Experience with payrolls, bookkeeping or accounting.
• Familiarity with company software systems: AuSuM, OnBase, Point, and Customer Inquiry.
• Progress towards an Associate degree in Accounting, Finance, Insurance, or a related field.
• Completion of Insurance Institute of America (IIA) or other insurance-related designation(s) such as an Associate in Premium Audit (APA) or Chartered Property Casualty Underwriter (CPCU).

Working Conditions

Work is performed in an office setting with no unusual hazards.