Provide guidance and education to the policyholders regarding monthly payroll reporting as well as the final audit process.
September 28, 2022
Review operations of business through the use of telephone interviews, audit worksheets, file documentation, applications, and internet searches to validate classifications are properly assigned to the policy in accordance with applicable state laws and manuals.
March 14, 2023
Demonstrated ability to work independently preferred.
March 26, 2023
Complete audit worksheets using an excel template and process the audit findings in our proprietary policy system.
April 01, 2023
Prepare worksheets for each policy and submit to Corporate Headquarters Premium Audit Department.
April 10, 2023
Assist/facilitate all audit activities for Large Accounts from policy bind to final audit completion / billing.
May 05, 2023
Compiles and analyzes client's operations and accounting records for accuracy in preparation of audit, including examining and authenticating classifications related data from business records as well as a visual inspection of the insured?s business.
May 17, 2023
Maintains familiarity with all insurance manuals, premium audit manuals, handbooks, guides and related materials.
May 20, 2023