Description
Southwest Wisconsin Territory
Primary Purpose
Completes field audits for Worker’s Compensation and General Liability policies by preparing relevant information; scheduling appointments; conducting each audit in accordance with departmental and company guidelines and standards.
Essential Functions and Responsibilities (Other duties may be assigned)
- Examines the insured’s records by entering information into computer spreadsheet; comparing tax data and claims data; studying the explanation of overestimation/underestimation, description of operations, type of business, names and job duties of corporate officers, subcontractor information, and explanations of variances.
- Completes an audit recap by making adjustments required by rules, company directives, and/or policy endorsements; prepares assignment and data summary regarding classification codes and code recap for processing the audit statement.
- Prepares for the audit by identifying the necessary information and type of records needed; detecting any scheduling restrictions.
- Accommodates any service requests by scheduling to maximize the odds of the audit’s completion.
- Completes the audit process by distributing copies of the completed audit to proper recipients; noting any changes in ownership, legal entities, etc.; making any audit revisions as necessary.
- Ensures customer service by answering any field questions asked by accountants, agents, insureds, company attorney, staff, etc.
- Compiles various reports on a periodic basis by collecting and summarizing information.
- Handles disputed audits and works with internal and external collections as necessary. Testifies in court proceedings preparing relevant information; attending hearings.
Qualifications
Required:
- Bachelor’s degree in Accounting or related field or 4+ years of Premium Audit experience.
- Continuing coursework in Accounting, Insurance and/or Premium Auditing.
- Competent use of spreadsheets, word processing and e-mail.
- Valid driver’s license and satisfactory driving record (based on Society Insurance’s guidelines).
Preferred:
- Bachelors degree in Accounting or related field.
- 3-5 years of Premium Audit experience.
- Completion of program in General Insurance and/or Associate in Premium Auditing.
How to Apply:
Society Insurance
P.O. Box 1029
Fond du Lac, WI 54936-1029
Not only is Society Insurance a unique insurer, we are a unique employer! If you are looking for an exciting opportunity where you can put your carefully developed skills to work or you want to join an organization that will help you build a career, we may be just what you are looking for.
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