Primarily responsible for evaluation, approval, completion and processing of mail audits and reviewing phone audits in a multi functional business unit. Provides direct customer service via phone, fax, and e-mail to internal and external customers including, but not limited to; Business Development Consultants and service center representatives, finance, TPA representatives, and other premium audit staff, as well as agents, attorneys, NCCI / regulatory bureaus, and policyholders. Respond to telephone, mail, or email inquiries providing direct customer service to internal and external customers related to an audit and other policy concerns.
Analyze, research, approve, complete and process mail audits.
Analyze, research, approve, complete and process the following audit adjustment types: waive, mail, and phone audits. When an adjustment is denied, notify the parties involved.
Make necessary customer contacts to an insured, accountant, or agent to gather sufficient information to ensure the classifications are correctly applied on the audit/audit adjustment. Identify correct classifications on the audit by researching PAAS, NCCI, and other applicable web tools.
Analyze, research and communicate audit concession requests from external customers to relevant internal staff. Communicate final decision to external customers. Complete and process the concession adjustment, if approved by management.
Analyze, research and communicate policy changes and omissions to relevant internal staff that include, but are not limited to, payroll, class codes, entity, states, Federal/Risk IDs, addresses, officers, endorsements, as a result of audit findings while completing the audit/audit adjustment.
Manage your workflow inventory within PAM to achieve specific time service goals.
Train and mentor the Premium Audit Technician position.
Compose written correspondence, as appropriate.
Maintain confidentiality of information processed.
Work with minimum supervision.
A. EDUCATION REQUIRED
Minimum 30 credit hours of coursework in Accounting, Business, Insurance, Finance or related field and progress towards or completion of Insurance Institute of America (IIA) or other insurance-related designation(s) such as an Associate in Premium Audit (APA) or Chartered Property Casualty Underwriter (CPCU). Combinations of education and experience may be considered in lieu of education requirements.
B. EXPERIENCE REQUIRED
Two year's technical or administrative office experience including relevant audit or payroll duties in an insurance organization or two years demonstrated experience of the necessary skills, knowledge and abilities for the position, may be considered.
SKILLS/KNOWLEDGE/ABILITIES (SKA) REQUIRED
Ability to work effectively in a multi functional business unit.
Exhibits a basic knowledge of underwriting rules, procedures, manuals and Worker Compensation classifications in a single state and/or multiple states with similar state rules.
Excellent oral and written communication skills.
Excellent organizational skills and ability to prioritize work.
Ability to manage multiple priorities and meet established deadlines.
Basic knowledge of computers, word processing, snf spreadsheetsoftware with accurate input ability of 40 wpm with ability to use 10-key.
Analytical and problem solving skills.
Ability to proofread documents for accuracy of spelling, grammar, punctuation, and format.
Basic math skills.
Basic knowledge of payroll reports, payroll tax returns, tax forms and supporting documentation.
Develops and understands client/customer needs and initiates timely action to meet them.
Exhibits a basic understanding of one or more business functions and their processes.
D. ADDITIONAL EDUCATION, EXPERIENCE, SKILLS, KNOWLEDGE AND/OR ABILITIES PREFERRED:
A minimum of one year experience as a Premium Audit Technician with the Accident Fund Insurance Company of America.Ability to work effectively in a multi functional business unit.
Basic knowledge of payroll tax records.
Basic knowledge of OnBase.
Basic knowledge of ACD line functionality
Basic knowledge of Outlook calendar functionality.
Work is performed in an office setting with no unusual hazards.
Basic Word, Basic Excel, Basic Windows, Reading Comprehension, 10-key, Typing 40 WPM, Math, and Proofreading.