Premium Audit - Field Auditor

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POSITION SUMMARY: 

Conducts physical audits for policyholders following the expiration of their policy term, or the cancellation of their policy.

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DUTIES AND RESPONSIBILITIES: 

    Conduct premium audits in compliance with established company policies & guidelines and industry standards.
    Maintain, monitor and manage audits for assigned book of business (territory) utilizing the necessary tools/resources.
    Accountable for achievement and maintenance of time to serve, productivity and quality standards based on the department/organizational objectives.
    Assess and analyze additional significant account information (obtained during audit) and make final decisions regarding account modifications.  
    Work with policyholders, agents and internal staff to analyze and resolve audit disputes as needed, within established guidelines.
    Complete other duties and special projects assigned by management.

SKILLS, EDUCATION AND EXPERIENCE

    A Bachelor’s Degree in Accounting, Business, or Finance and minimum of 2-4 years experience in premium audit or related work experience. 
    Insurance coursework desired (CIC, APA)
    General PC skills, including familiarity with MS Office and emphasis on Excel is preferred.
    Demonstrated ability to work with diverse customer base.
    Excellent verbal and written communication skills.
    Ability to analyze multiple sources of information to prepare proficient reports.
    Ability to manage workload in which most of time is spent in the field
    Possess strong organizational skills
    Ability to drive company vehicle.
    Spanish speaking skills preferred.

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POSITIONAL COMPETENCIES: 

    Bias for Action
    Knowledge Sharing
    Deliver Results     
    Personal Leadership
    Teamwork and Communication
    Service and Sales Excellence
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PHYSICAL DEMANDS:

While performing the duties of this job, the employee is regularly required to sit, use hands to finger, handle or feel objects, tools or controls; reach with hands and arms. The employee is occasionally required to stand, walk, stoop, kneel, crouch or crawl. The employee may occasionally lift up to 30 pounds. Specific vision abilities are required which include, close vision, peripheral vision and the ability to adjust focus.

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WORK ENVIRONMENT:

Office Environment. The noise level is usually moderate. Daily travel is required.
Ability to work in all weather conditions with frequent outdoor exposure.

We thank all applicants in advance for their interest in this position, however, only those selected for an interview will be contacted. We consider applicants for all positions without regard to race, color, religion, creed, gender, national origin, age, disability, marital or veteran status, sexual orientation, or any other legally protected status. Reasonable accommodations may be made to enable individuals with disabilities to perform the essential functions of the position.