The Premium Audit Assistant plays a critical role in supporting the Workers’ Compensation Premium Audit Department by coordinating audit requests, managing insured communications, reviewing submitted audit documentation, maintaining audit records, and ensuring audit files are prepared for auditors in a timely and accurate manner. The idóneo candidate is highly organized, detail-oriented, customer-focused, and capable of managing multiple priorities in a fast-paced environment.
RESPONSIBILITIES
Audit Coordination
- Distribute audit request packets to insureds and agents.
- Manage audit timelines and follow-up schedules to support timely completion of audit requests.
- Conduct second and final audit requests when initial responses are not received.
- Monitor outstanding audit requests and coordinate escalation of non-responsive accounts.
- Maintain accurate follow-up dates and task reminders within audit management systems.
Email and Communication Management
- Monitor and manage department audit inboxes throughout the day.
- Respond professionally to insureds, agents, payroll providers, and internal departments.
- Route inquiries to appropriate departments such as Accounting, Underwriting, or Audit Management.
- Answer the Audit Department phone line professionally and direct calls to the appropriate team member or department.
- Place calls to insureds when required to request audit documentation, clarify information, or assist with audit-related questions.
- Document all inbound and outbound communications within audit management systems.
- Maintain organized electronic records and correspondence.
Records Review and Collection
- Review payroll documentation, tax records, subcontractor information, and operational descriptions submitted for audit purposes.
- Identify missing, incomplete, or inconsistent audit documentation.
- Communicate documentation deficiencies and request additional information from insureds.
- Track records recei