Premium Audit Technician

Socket.dev; Lansing (MI); On-site; USD 42,000 - 60,000; Full time

Job summary

Socket.dev is seeking a detail-oriented professional to support Premium Audit operations in a multi-functional unit. You will manage the OnBase queue, schedule audits, estimate audits, and handle mail audit processing for a Michigan/state-based team.

The role involves triaging inbound calls, responding to inquiries, and providing accurate information to internal and external customers, including consultants and policyholders. Strong data entry and communication skills are essential.

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.
• Experience with payrolls, bookkeeping or accounting preferred.

Responsibilities

• Premium Technician Review OnBase queue tasks and assign audit disputes and follow-up requests.
• Department phone triage tasks and route inquiries to the appropriate person; provide direct customer service.
• Schedule audit appointments for Premium Auditors and estimate audits.
• Mail audit processing including review of tax records to verify exposure for the audit report.
• Communicate policy changes resulting from audit findings and maintain confidentiality.

Skills

Customer service

Phone triage

Data entry 40 wpm

Analytical skills

MS Word/Excel

Education

12 credit hours in accounting/insurance

IIA/APA/CPCU progress

Tools

AuSuM

OnBase

Point

Job description

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:

A. 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

PRIMARY RESPONSIBILITIES:

• Premium Technician Review OnBase queue tasks - Include assignment of audit disputes, audit correspondence, and follow-up requests to the appropriate Premium Analyst.


• Department phone triage tasks – Include routing to the appropriate individual and/or answering premium audit related questions and/or billing questions. Responds to inquiries and provides direct customer service to internal and external customers related to audit concerns.


• Schedule audit appointments for Premium Auditors.


• Estimate audits.


• Mail audit processing - Reviews and analyzes tax records and other relevant documents to verify employee and non-employee exposure provided by the policyholder, accountant, or agent to process mail audit reports.


• Makes necessary customer contacts to gather needed information to process mail audits and mail audit adjustments. When an adjustment is denied, notifies parties involved and/ or corrects the policy, including composing written correspondence, as appropriate.


• Evaluates and researches using tools such as, but not limited to PAAS, NCCI, and applicable web tools to designate appropriate class codes for the mail audit form in accordance with manual rules.


• Enters audit results into Point to generate an audit invoice, when required.


• Communicates policy changes that include, but are not limited to, payroll, class codes, entity, states, Federal/Risk IDs, addresses, officers, endorsements, as a result of audit findings.


• Performs general administrative functions including but not limited to; imaging, special projects, phone coverage, etc.


• Maintains confidentiality of information processed.


• Works with minimum supervision.

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

B. EXPERIENCE REQUIRED:

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

C. 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.

D. 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.

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