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Core Competencies
Role fitCore Competencies
Use this summary to align your resume positioning with the role.
Demonstrates strong analytical and problem-solving capabilities, with proficiency in premium audit processes and financial analysis. Effective communication and customer service skills are essential for collaborating with policyholders and internal teams throughout the audit lifecycle.
Highest-signal resume keywords
Premium Audit ExperienceAdvanced Microsoft Excel SkillsFinancial Statement ReviewCustomer Service SkillsAnalytical Skills
ATS Keywords
Tailor your resumeApplicant Tracking System Keywords
Tip: use these terms in your resume and cover letter to boost ATS matches.
Hard Skills
Premium AuditFinancial AnalysisEarned-Premium CalculationsPolicy-Rate Issue ResolutionAudit Report Preparation
Soft Skills
Attention to DetailProblem-Solving SkillsInterpersonal SkillsOrganizational SkillsMultitasking Ability
Tools & Technologies
Microsoft OfficeMicrosoft PowerPointMicrosoft WordMicrosoft TeamsMicrosoft Power BI
Industry Keywords
Workers’ CompensationGeneral LiabilityPolicy ExposuresRegulatory AgenciesAudit Discrepancies
About the role
Key responsibilities & impact- Collect and review premium audit data to finalize mail audits
- Communicate with policyholders by phone and email to gather audit documentation
- Review financial statements, payroll reports, non-employee labor documents, and verification records to assess policy exposures
- Complete and submit audit reports promptly
- Review physical audits conducted by others
- Perform audits on Workers’ Compensation and General Liability policies under limited supervision
- Examine records to ensure earned-premium calculations are accurate
- Validate policy classes against regulatory agencies, independent state bureaus, PAAS, and company procedures
- Identify, research, and correct policy-rating issues
- Resolve audit discrepancies and disputes
- Perform new business service calls and scheduled check-ins with account personnel
- Review audit results with producers, underwriters, insureds, and Premium Audit leadership
- Provide customer service to internal and external customers throughout the premium audit lifecycle
- Keep current with manual rules, market trends, and demands
Requirements
What you’ll need- Strong analytical, problem-solving, decision-making skills, and attention to detail
- Effective written and verbal skills, used to perform detailed analysis and prepare presentations
- Strong interpersonal skills with business, financial, and operational acumen
- Strong organizational, analytical, customer service, and interpretive skills
- Ability to effectively multitask and work in a fast-paced, team-oriented environment
- Excellent written, verbal, and interpersonal communication skills
- Bachelor’s Degree in Accounting, Finance, Business, or related discipline OR equivalent experience
- Minimum of 1 year of Premium Audit experience
- Advanced Microsoft Excel skills
- Demonstrated strong proficiency with Microsoft Office tools, including PowerPoint, Word, Teams, and Power BI
- Final candidates must complete post-offer verification processes related to the role
Benefits
Comp & perks- Comprehensive medical insurance, dental insurance, and vision insurance
- Life and disability insurance
- Fertility benefits
- Wellness resources
- Paid sick time
- Generous paid time off and holidays
- Employee Assistance Program (EAP)
- Complimentary Calm app subscription
- Immediate vesting in a 401(k) plan
- Health Savings Account (HSA) and Flexible Spending Account (FSA) options
- Commuter benefits
- Employee discount programs
- Paid maternity leave and paid paternity leave, including for adoptive parents
- Legal plan options
- Pet insurance coverage