Premium Auditor

Jobtailor; Allentown (Lehigh County); On-site; USD 60,000 - 85,000; Full time

Job summary

Jobtailor is seeking an insurance premium auditor to conduct comprehensive premium audits across Workers’ Compensation, General Liability, and Automobile lines. You will review policyholder records, classify business activities, and explain results to clients.

Travel to various audit locations is required, with outcomes communicated to the home office. The role demands attention to financial documents, good communication skills, and a valid driver’s license.

Qualifications

• Associate degree or equivalent; 2 years’ premium audit experience preferred.
• Ability to read, analyze and interpret financial documents.
• Good communication with customers and staff; valid driver’s license.

Responsibilities

• Conduct insurance premium audits by examining policyholder records and applying company rules.
• Prepare audits by identifying required information and records.
• Prepare schedules to maximize audit time.
• Communicate results to insured via phone, email, and mail; coordinate with home office.
• Travel to multiple audit locations.

Skills

Analytical reading of financial docs

Customer communication

Driving

Attention to detail

Education

Associate degree or equivalent

Tools

Microsoft Excel

Microsoft Word

Visual Audit

Job description

• Conduct insurance premium audits for Workers Compensation, General Liability, and Automobile policies by auditing policyholder’s records, and applying manual rules and company standards
• Prepare for the audit by identifying the necessary information and type of records needed
• Prepare schedule to maximize optimal use of time
• Correspond with insured via phone, email and mail to set up audit appointments
• Examine the policyholder’s records, gather data to determine correct classifications for business activities and write an effective description of operations
• Prepare complete audit document, explain results to insured and communicate the results to the home office
• Travel to multiple audit locations

Requirements

• Associate’s Degree or equivalent plus two years’ performing premium audits or equivalent combination of education and experience highly desired
• Ability to read, analyze and interpret financial documents
• General PC knowledge including Microsoft Excel and Word
• Knowledge of Visual Audit is a plus
• Ability to communicate well with customers and staff
• Valid driver’s license and satisfactory driving record
• Maintain automobile insurance while employed with bodily injury limits equal to or greater than $100,000 per person and $300,000 per accident or $300,000 combined