Trean Insurance Group

Assistant

• Distribute audit request packets to insureds and agents.
• Manage audit timelines and follow-up schedules.
• Conduct second and final audit requests when initial responses are not received.
• Monitor outstanding audit requests and escalate non-responsive accounts.
• Maintain follow-up dates and task reminders in audit management systems.
• Monitor and manage department audit inboxes.
• Respond to insureds, agents, payroll providers, and internal departments.
• Route inquiries to Accounting, Underwriting, or Audit Management.
• Answer and direct Audit Department phone calls.
• Contact insureds to request documentation, clarify information, or answer audit-related questions.
• Document inbound and outbound communications.
• Maintain organized electronic records and correspondence.
• Review payroll documentation, tax records, subcontractor information, and operational descriptions.
• Identify missing, incomplete, or inconsistent documentation.
• Request additional information from insureds.
• Track records received and maintain audit status notes.
• Prepare audit files for auditor assignment.
• Create progress notes documenting audit activity.
• Upload, organize, and classify audit documents.
• Verify policy information, locations, class codes, FEIN data, and supporting documentation.
• Maintain accurate records for audit readiness and compliance.
• Assist with status updates and workflow management across multiple systems.
• Prioritize older and time-sensitive audits.
• Manage workloads according to quality and timeliness standards.
• Follow procedures for follow-ups, due dates, extensions, and non-productive audit processing.
• Collaborate with auditors, management, and team members to complete audits efficiently.

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