Field Auditor or Sr. Field Auditor

Chesapeake Employers Insurance•Towson, MD
•Hybrid

About The Position

This role involves conducting physical audits for policyholders after their policy term has expired or been canceled. The Field Auditor is responsible for managing their assigned book of business, meeting productivity and quality standards, and analyzing account information to make decisions regarding modifications. They will also work with policyholders, agents, and internal staff to resolve audit disputes. The Senior Field Auditor performs similar duties but also handles larger, more complex, and sensitive accounts, provides support to the Premium Fraud/SIU Department, conducts peer quality reviews, and may coach or train other auditors. Both roles require daily travel and the ability to work in various weather conditions.

Requirements

  • A Bachelor’s Degree in Accounting, Business, or Finance.
  • Minimum of 2-4 years experience in premium audit or related work experience (Field Auditor).
  • Minimum of 4 – 7 years experience in premium audit (Sr. Field Auditor).
  • General PC skills, including familiarity with MS Office and emphasis on Excel is preferred.
  • Demonstrated ability to work with diverse customer base.
  • Excellent verbal and written communication skills.
  • Ability to analyze multiple sources of information to prepare proficient reports.
  • Ability to manage workload in which most of time is spent in the field.
  • Possess strong organizational skills.
  • Ability to drive company vehicle.
  • Required Insurance Designation – Associate in Premium Auditing (APA – through American Institute for CPCU) (Sr. Field Auditor).

Nice To Haves

  • Insurance coursework desired (CIC, APA) (Field Auditor).
  • Spanish speaking skills preferred.
  • Preferred Certification – PAAS Technical Achievement Program (TAP) (Sr. Field Auditor).

Responsibilities

  • Conduct premium audits in compliance with established company policies & guidelines and industry standards.
  • Maintain, monitor and manage audits for assigned book of business (territory) utilizing the necessary tools/resources.
  • Accountable for achievement and maintenance of time to serve, productivity and quality standards based on the department/organizational objectives.
  • Assess and analyze additional significant account information (obtained during audit) and make final decisions regarding account modifications.
  • Work with policyholders, agents and internal staff to analyze and resolve audit disputes as needed, within established guidelines.
  • Complete other duties and special projects assigned by management.
  • Provide routine auditing support to the Premium Fraud/SIU Dept on selected accounts (Sr. Field Auditor).
  • Conduct peer quality reviews as scheduled to assure high quality of audits performed (Sr. Field Auditor).
  • Coach and/or train peers (i.e., field auditors, mail auditors, associate field auditors, premium audit field trainees and other Premium Audit support staff) as requested by management (Sr. Field Auditor).
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