Premium Audit Technician

ViziRecruiter,LLC.; Lansing (MI); On-site; USD 45,000 - 65,000; Full time

Job summary

AF Group in Lansing, Michigan is seeking a Premium Audit Administrator to schedule audits, triage inquiries, and process mail audit documentation. You will support Premium Auditors, review tax records, and help ensure accurate classification codes and billing in a busy, multi-functional team.

The role emphasizes precise data entry, handling confidential information, and providing timely responses to internal and external customers.

Qualifications

• Chartered Property Casualty Underwriter (CPCU) required or equivalent.
• Two years of customer service experience over the phone.
• Ability to work in a multi-functional unit and handle audits.
• Strong written and verbal communication skills.

Responsibilities

• Manage OnBase queue tasks for Premium Technician review.
• Triage department phone inquiries and route to appropriate staff.
• Schedule audit appointments for Premium Auditors.
• Estimate audits and process mail audits.
• Review tax records to verify exposure for mail audits.
• Contact customers to gather information and adjust audits.
• Analyze class codes using PAAS, NCCI and other tools.
• Enter audit results into Point to generate invoices.
• Communicate policy changes due to audit findings.
• Perform general administrative tasks and maintain confidentiality.
• Work with minimal supervision.

Skills

Oral and Written Communication

Analytical Skills

Problem Solving

Attention to Detail

Multitasking / Time Management

Payroll Knowledge

Ten-key / 40 wpm

Education

CPCU

Tools

AuSuM

OnBase

Point

Customer Inquiry

Job description

Introduction

AF Group (Lansing, Mich.) and its subsidiaries are a premier provider of innovative insurance solutions. Insurance policies may be issued by any of the following companies within AF Group: Accident Fund Insurance Company of America, Accident Fund National Insurance Company, Accident Fund General Insurance Company, United Wisconsin Insurance Company, Third Coast Insurance Company, or CompWest Insurance Company.

Overview

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.

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 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.

Requirements

• 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. 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.

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).