Field Premium Auditor (Northeastern WI)

Essential Functions and Responsibilities (Other duties may be assigned)

?  Examines the insured?s records by entering information into computer spreadsheet; comparing tax data and claims data; studying the explanation of overestimation/underestimation, description of operations, type of business, names and job duties of corporate officers, subcontractor information, and explanations of variances.

?  Completes an audit recap by making adjustments required by rules, company directives, and/or policy endorsements; prepares assignment and data summary regarding classification codes and code recap for processing the audit statement.

?  Prepares for the audit by identifying the necessary information and type of records needed; detecting any scheduling restrictions.

?  Accommodates any service requests by scheduling to maximize the odds of the audit?s completion.

?  Completes the audit process by distributing copies of the completed audit to proper recipients; noting any changes in ownership, legal entities, etc.; making any audit revisions as necessary.

?  Ensures customer service by answering any field questions asked by accountants, agents, insureds, company attorney, staff, etc.

?  Compiles various reports on a periodic basis by collecting and summarizing information.

?  Testifies in court proceedings when necessary by preparing relevant information; attending hearings.Qualifications

Required

Preferred

?  Bachelor?s degree in Accounting or related field or 4+ years of Premium Audit experience.

?  Continuing coursework in Accounting, Insurance and/or Premium Auditing.

?  Competent use of spreadsheets, word processing and e-mail.

?  Valid driver?s license and satisfactory driving record (based on Society Insurance?s guidelines).

?  Bachelors degree in Accounting or related field.

?  3-5 years of Premium Audit experience.

?  Completion of program in General Insurance and/or Associate in Premium Auditing.