Field Auditor
POSITION SUMMARY
Conducts physical audits for policyholders following the expiration of their policy term, or the cancellation of their policy.
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.
POSITIONAL COMPETENCIES
- Bias for Action
- Knowledge Sharing
- Deliver Results
- Personal Leadership
- Teamwork and Communication
- Service and Sales Excellence
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.
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.
SALARY
$64,605-$96,907 (per year, commensurate with experience)
Senior Field Auditor
POSITION SUMMARY
Conducts physical audits for policyholders (including large, difficult and/or sensitive accounts) following the expiration of their policy term, or the cancellation of their policy in accordance with established guidelines and procedures.
DUTIES AND RESPONSIBILITIES
- Conduct premium audits in compliance with established Chesapeake Employers' policies & guidelines and industry standards. Provide routine auditing support to the Premium Fraud/SIU Dept on selected accounts.
- 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 specific decisions/recommendations for account modifications.
- Work with policyholders, agents and internal staff to analyze and resolve audit disputes as needed, within established guidelines.
- Conduct peer quality reviews as scheduled to assure high quality of audits performed. Coach and/or train peers (i.e., field auditors, mail auditors, associate field auditors, premium audit field trainees and other Premium Audit support staff) as requested by management.
- 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 4 - 7 years experience in premium audit.
- Preferred Certification - PAAS Technical Achievement Program (TAP).
- Required Insurance Designation - Associate in Premium Auditing (APA - through American Institute for CPCU.
- 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.
POSITIONAL COMPETENCIES
- Bias for Action
- Knowledge Sharing
- Deliver Results
- Personal Leadership
- Teamwork and Communication
- Service and Sales Excellence
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.
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.
SALARY
$75,358-$113,043 (per year, commensurate with experience)
What We OfferWe offer a competitive benefits package that includes health, vision, and dental coverage, a robust PTO plan, an 8% employer contribution to retirement regardless of team member contribution, educational assistance, and opportunities to participate in team member appreciation events. Additionally, we provide STD, LTD and group life insurance 1X a team members salary. You'll also enjoy free tickets to community attractions, all part of our commitment to providing a high quality of work life. You will have the flexibility to thrive in a hybrid work environment and an opportunity to participate in development and volunteer programs.
