**This role is a remote position based in the United States. Applicants must be authorized to work for ANY employer in the U.S. Visa Sponsorship is not available.**
About the Role: Leads and directs audit process while working in partnership with the insured and underwriting department. Key priorities include analyzing payroll provided by the customer and reviewing/verifying the accuracy of payroll.
Responsibilities:
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Key priorities include the review of the policyholder’s financial reconciliations, payroll records and claims information.
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Reconcile payroll records to quarterly and federal tax returns (941’s, 1099’s etc.).
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Determination of appropriate job classification codes.
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Responsible for the application of the Basic Workers Compensation Manual Rules.
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Work closely with the underwriting and marketing department providing updated information/audit result.
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Work closely with the underwriting and marketing department on questions and audit disputes.
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Responsible for the relationship management of the audits with the agent of record and insureds.
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Work in collaboration with the audit supervisor/manager.
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Responsible for processing workload according to the audit guidelines.
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Responsible for maintaining a current workload according to audit guidelines.
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Summarize audit information using industry and governmental rules and regulations.
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Communicates audit decisions regarding new and renewal policies to agents in a timely and professional manner.
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Initiates the assistance of the underwriter and or audit supervisor/manager when needed to complete the audit review of a policy.
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Maintains agency/insureds relationships.
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Maintain a high degree of trust through demonstrated personal integrity and ethical behavior.
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Responsible for maintaining current on industry technical knowledge and skills.
Experience, Knowledge & Skills:
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Property and Casualty insurance knowledge including workers compensation.
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Workers compensation audit experience.
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Need to have an understanding of National Council on Compensation Insurance (NCCI) Rulings, Manual Rules and Labor Code.
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Knowledge of the Labor Code and NCCI.
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Knowledge of excel programs, understanding of accounting and workers compensation coverage knowledge for all states.
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Familiar with the insurance operations for underwriting and marketing.
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Payroll analysis experience and determination of class code application.
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Ability to communicate in a professional manner through all means.
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Documentation of decision processes.
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Personal planning, organizing, and working to deadlines.
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Creative/Innovative skills to handle complex audits.
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Relationship Management for both agents and insureds.
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Decision making during the audit process.
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Communication with their internal and external customers.
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Detail oriented with strong organization and time management skills.
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Effective communication skills with the ability to present subjects clearly to both technical and non-technical audiences and to interact tactfully and effectively in difficult situations.
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Strong analytical skills and problem-solving skills.
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Ability to establish and maintain effective, professional working relationships with supervisor, peers and clients is critical.
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Ability to work independently as well as in a team environment.
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Skill in use of 10-key calculator. Basic skill using Microsoft Office programs (i.e., Word and Excel).
Professional Qualifications:
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At least up to 3 years of experience in the insurance industry or closely related discipline.
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Be able to analyze and compare policyholders’ financial reconciliations, payroll records and claim information.
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Determine and reconcile appropriate job classification codes.
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Apply the Basic Manual Rules, Classification to information obtained from audits.
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Have knowledge of the Labor Code and NCCI.
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Assist agents, insureds and underwriters on any issues that may come up.
Benefits:
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Service Insurance Companies Offers a competitive benefits package including:
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Healthcare: Medical, Dental & Vision
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Voluntary Benefits: Life & Disability Insurance
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Pet Insurance
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401K Matching
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Generous paid time off & holidays
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Tuition Reimbursement & training
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Group discounts available
