Acrisure
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Field Premium Auditor
role at
Acrisure
Position Summary: Under broad supervision, ensures the financial integrity of premium development and verifies final billing exposures on Commercial Lines adjustable policies. Ensures audits are conducted in a timely and cost‑effective manner.
Essential Duties & Responsibilities
Conduct audits of selected Commercial Lines adjustable policies by reviewing the insured's business operation, examining, verifying, and recording classification‑related data from financial/business records and interviews. Determine and develop classification and premium basis. Routinely make classification decisions that may significantly affect premiums.
Maintain inventory to keep all audits current.
Conduct on‑site and virtual audits while meeting quality, timeliness, and productivity goals.
Discuss issues and problems with the insured to ensure mutual understanding of any potential change in premium exposures and maintain good customer relations.
Ensure high‑quality audits through proper risk classification and exposure basis information per customer guidelines and Basic Manual rules.
Utilize laptop computer, audit software and other audit reference tools to record and transmit audit information in a timely manner.
Provide customers (agents, insureds, and carriers) with information to assist in their understanding of audit‑related matters, including final audits, procedures, and worksheets.
Remain informed of changes and current industry‑related information through discussion and correspondence with coworkers, peers, industry reference guides and bulletins as well as customer SOPs.
Document customer interactions and schedule due diligence to maintain customer service standards through information sharing.
Minimum Qualifications At least 3–4 years of experience in accounting, insurance or related experience; can complete work in a timely manner; proficient in basic computer skills and Excel/spreadsheet skills; strong analytical and interpretive skills; good interpersonal skills and team player; able to work independently.
Communication Skills Conduct all types of communication in a professional manner; effectively make complex technical information and recommendations understandable and clear to audiences with varied levels of technical knowledge; listen effectively; clearly express ideas, recommendations, etc. in writing.
Customer Service Respond timely and concisely with all communication; build credibility with clients; follow customers' requirements; understand appropriate information to share with customers.
Work Environment Work is performed on‑site at customer’s location and in a work‑from‑home environment.
Physical Demands
The physical demands described here are representative of those that must be met by an employee to successfully perform the essential functions of this job.
While performing the duties of this job, the employee is regularly required to talk or hear, frequently sit, work using a computer, interact with customers (in person, by phone and/or email), use hands to finger, handle or feel, and reach with hands and arms.
Travel Local travel up to 50–75% of the time and occasional overnight travel is required.
Preferred Licensing APA, CPCU certifications are helpful.
Other Duties This job description is not designed to cover or contain a comprehensive listing of activities, duties or responsibilities that are required of the employee for this job. Duties, responsibilities and activities may change at any time with or without notice.
Equal Opportunity Employer Equal Opportunity Employer, M/F/D/V.
Acrisure is committed to employing a diverse workforce. All applicants will be considered for employment without attention to race, color, religion, age, sex, sexual orientation, gender identity, national origin, veteran, or disability status. California residents can learn more about our privacy practices for applicants by visiting the Acrisure California Applicant Privacy Policy available at www.Acrisure.com/privacy/caapplicant.
To Executive Search Firms & Staffing Agencies: Acrisure does not accept unsolicited resumes from any agencies that have not signed a mutual service agreement. All unsolicited resumes will be considered Acrisure’s property, and Acrisure will not be obligated to pay a referral fee. This includes resumes submitted directly to Hiring Managers without contacting Acrisure’s Human Resources Talent Department.
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Field Premium Auditor
role at
Acrisure
Position Summary: Under broad supervision, ensures the financial integrity of premium development and verifies final billing exposures on Commercial Lines adjustable policies. Ensures audits are conducted in a timely and cost‑effective manner.
Essential Duties & Responsibilities
Conduct audits of selected Commercial Lines adjustable policies by reviewing the insured's business operation, examining, verifying, and recording classification‑related data from financial/business records and interviews. Determine and develop classification and premium basis. Routinely make classification decisions that may significantly affect premiums.
Maintain inventory to keep all audits current.
Conduct on‑site and virtual audits while meeting quality, timeliness, and productivity goals.
Discuss issues and problems with the insured to ensure mutual understanding of any potential change in premium exposures and maintain good customer relations.
Ensure high‑quality audits through proper risk classification and exposure basis information per customer guidelines and Basic Manual rules.
Utilize laptop computer, audit software and other audit reference tools to record and transmit audit information in a timely manner.
Provide customers (agents, insureds, and carriers) with information to assist in their understanding of audit‑related matters, including final audits, procedures, and worksheets.
Remain informed of changes and current industry‑related information through discussion and correspondence with coworkers, peers, industry reference guides and bulletins as well as customer SOPs.
Document customer interactions and schedule due diligence to maintain customer service standards through information sharing.
Minimum Qualifications At least 3–4 years of experience in accounting, insurance or related experience; can complete work in a timely manner; proficient in basic computer skills and Excel/spreadsheet skills; strong analytical and interpretive skills; good interpersonal skills and team player; able to work independently.
Communication Skills Conduct all types of communication in a professional manner; effectively make complex technical information and recommendations understandable and clear to audiences with varied levels of technical knowledge; listen effectively; clearly express ideas, recommendations, etc. in writing.
Customer Service Respond timely and concisely with all communication; build credibility with clients; follow customers' requirements; understand appropriate information to share with customers.
Work Environment Work is performed on‑site at customer’s location and in a work‑from‑home environment.
Physical Demands
The physical demands described here are representative of those that must be met by an employee to successfully perform the essential functions of this job.
While performing the duties of this job, the employee is regularly required to talk or hear, frequently sit, work using a computer, interact with customers (in person, by phone and/or email), use hands to finger, handle or feel, and reach with hands and arms.
Travel Local travel up to 50–75% of the time and occasional overnight travel is required.
Preferred Licensing APA, CPCU certifications are helpful.
Other Duties This job description is not designed to cover or contain a comprehensive listing of activities, duties or responsibilities that are required of the employee for this job. Duties, responsibilities and activities may change at any time with or without notice.
Equal Opportunity Employer Equal Opportunity Employer, M/F/D/V.
Acrisure is committed to employing a diverse workforce. All applicants will be considered for employment without attention to race, color, religion, age, sex, sexual orientation, gender identity, national origin, veteran, or disability status. California residents can learn more about our privacy practices for applicants by visiting the Acrisure California Applicant Privacy Policy available at www.Acrisure.com/privacy/caapplicant.
To Executive Search Firms & Staffing Agencies: Acrisure does not accept unsolicited resumes from any agencies that have not signed a mutual service agreement. All unsolicited resumes will be considered Acrisure’s property, and Acrisure will not be obligated to pay a referral fee. This includes resumes submitted directly to Hiring Managers without contacting Acrisure’s Human Resources Talent Department.
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