Premium Audit Technician

01460 Continental Casualty Company; Town of Florida (NY); Sur place; USD 65 000 - 85 000; Plein temps

Résumé du poste

CNA seeks a Premium Audit Technician to review and reconcile complex premium audits, set up files, and coordinate with customers and underwriting. The role involves precise policy calculations, data entry into insurance systems, and responding to inquiries.

The ideal candidate has an associate degree or equivalent experience and at least three years of related work, with solid knowledge of the insurance industry and strong attention to detail.

Qualifications

• Solid understanding of the insurance industry and policy language.
• Strong organizational skills and ability to prioritize tasks.
• Excellent attention to detail under pressure.
• Proficient in data entry and MS Office.
• Experience with premium audits is a plus.

Responsabilités

• Sets up and maintains premium audit files for complex audits.
• Checks information from field auditors for accuracy and completeness.
• Performs advanced policy calculations.
• Coordinates with customers and underwriting for additional information.
• Responds to external customer inquiries and documents interactions.
• Delivers reporting and data input into insurance systems.

Connaissances

Insurance industry knowledge

Policy language understanding

Attention to detail

Communication skills

Microsoft Office

Formation

Associate's degree or equivalent experience

Outils

JAMS

Insurance systems

Microsoft Office

Description du poste

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

• 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].

At CNA, we are focused on success, individually and collectively. We pride ourselves on promoting a culture that challenges and engages people. We strive to connect people, departments and business areas, to function as a team, and to serve our customers and communities with professionalism and respect. Our dedication to employee engagement, continuous learning and the open exchange of ideas is the cornerstone of our business. These ideals, combined with our focus on the customer, enable us to explore new market opportunities and build on our success. Our values, culture and financial strength are what differentiates us from other employers and make CNA the place you want to work. At CNA, we are committed to advancing a culture of inclusion - one that attracts talent from all walks of life, fosters respect and collaboration, and enables all of our colleagues to do their best work. At CNA, we have a long standing commitment to the diverse communities in which we live and work. We actively make a difference for the greater good through partnerships, sustainability, initiatives, and working together for a better tomorrow.

Corporate Social Responsibility is not one person, or one department, it's the entire enterprise coming together to make the world a better place.