Premium Field Auditor

Overview

The organization is seeking a detail-oriented, productivity-driven Field Auditor based in Southwest Florida. This role independently conducts virtual and/or physical audits on assigned policyholder accounts, ensuring optimum accuracy and efficiency. Interim and final audits verify the accurate calculation of premium. Audits must be completed timely to support proper adjustment of classification codes and rates within state and company guidelines.

Field Auditors are responsible for completing a minimum of 420 interim and/or final audits on policyholder accounts per year.

Responsibilities

• Organize and manage a geographic territory of policyholder accounts
• Schedule and complete audits virtually or at a location designated by policyholder
• Complete interim audits within 90 days of policy inception and final audits within 60 days of policy expiration
• Examine policyholder records, including accounting, payroll, and tax documents, as well as job descriptions and contractor certificates of insurance
• Research and substantiate the accuracy of policy classifications, officer inclusions/exclusions, subcontractors, and related items
• Complete detailed and accurate descriptions of policyholder operations
• Prepare audit reports showing analyzed data, calculations, and classifications
• Coordinate with home office processes to ensure routine retrieval of completed audits
• Travel routinely when audit type is physical, including some overnight travel

Requirements

• Prior experience in a similar auditing role, Accounting, or Workers Compensation preferred
• Strong organizational and time management skills
• Strong verbal and written communication skills
• Strong analytical and critical thinking skills, with the ability to make decisions or recommendations for action
• Excellent customer service skills
• Strong self-motivation and the ability to work independently from home and in the field
• Valid driver’s license with acceptable driving history and reliable transportation
• Must live in or be willing to relocate to the territory

Pre-Employment Screening

Upon offer and acceptance, the selected candidate will be required to complete pre-employment screening, including:

• Criminal background check
• 10-panel drug test
• If applicable, a review of the motor vehicle report

A 10-panel drug test includes: amphetamine/methamphetamine, barbiturates, benzodiazepines, cocaine metabolite (BZE), marijuana metabolite (THCA), methadone, methaqualone, codeine/morphine, phencyclidine, propoxyphene.

Location

• Southwest Florida
• Must live in or be willing to relocate to the territory