Field Premium Auditor

Acrisure • Bradenton, FL

1d • Hybrid

About The Position

About Acrisure A global fintech leader, Acrisure empowers millions of ambitious businesses and individuals with the right solutions to grow boldly forward. Bringing cutting-edge technology and top-tier human support together, we connect clients with customized solutions across a range of insurance, reinsurance, payroll, benefits, cybersecurity, mortgage services – and more. In the last twelve years, Acrisure has grown in revenue from $38 million to almost $5 billion and employs over 19,000 colleagues in more than 20 countries. Acrisure was built on entrepreneurial spirit. Prioritizing leadership, accountability, and collaboration, we equip our teams to work at the highest levels possible. Position Summary: Under broad supervision ensures the financial integrity of premium development. Verifies and determines final billing exposures on Commercial Lines adjustable policies. Ensures that all audits are conducted in a timely and cost-effective manner.

Requirements

• At least 3-4 years of experience in accounting, insurance or related experience.
• Must be able to complete work in a timely manner
• Must have proficiently in basic computer skills and Excel/spreadsheet skills
• Strong analytical and interpretive skills
• Must have good interpersonal skills and be a team player
• Must be able to work independently
• Conducts all types of communication in a professional manner
• Effective with making complex technical information and recommendations understandable and clear to audiences with varied levels of technical knowledge
• Listens effectively
• Clearly expresses ideas, recommendations, etc. in writing
• Responds timely and concisely with all communication
• Builds credibility with clients
• Follows customers’ requirements
• Understands appropriate information to share with customers

Nice To Haves

• APA, CPCU certifications are helpful

Responsibilities

• Conduct audits of selected Commercial Lines adjustable policies by reviewing the insured's business operation. This includes examining, verifying, and recording pertinent classification-related data from financial/business records and interviews.
• Determines and/or develops classification and premium basis. Will routinely make classification decisions and changes that may significantly affect premiums.
• Maintain inventory to keep all audits current.
• Conduct on-site and virtual audits while meeting quality, timeliness, and productivity goals.
• Discuss issues and problems with the insured to ensure mutual understanding of any potential change in premium exposures to maintain good customer relations.
• Ensure high quality audits through proper risk classification and exposure basis information per customer guidelines and Basic Manual rules.
• Utilize laptop computer, audit software and other audit reference tools to record and transmit audit information in a timely manner.
• Provide customers (agents, insureds, and carriers) with information to assist in their understanding of audit-related matters, including final audits, procedures, and worksheets.
• Remain informed of changes and current industry related information through discussion and correspondence with coworkers, peers, industry reference guides and bulletins as well as customer SOPs.
• Document customer interactions and scheduling due diligence to maintain customer service standards through information sharing.

Benefits

• Physical Wellness: Comprehensive medical insurance, dental insurance, and vision insurance; life and disability insurance; fertility benefits; wellness resources; and paid sick time.
• Mental Wellness: Generous paid time off and holidays; Employee Assistance Program (EAP); and a complimentary Calm app subscription.
• Financial Wellness: Immediate vesting in a 401(k) plan; Health Savings Account (HSA) and Flexible Spending Account (FSA) options; commuter benefits; and employee discount programs.
• Family Care: Paid maternity leave and paid paternity leave (including for adoptive parents); legal plan options; and pet insurance coverage.

What This Job Offers

• Job Type: Full-time
• Career Level: Mid Level
• Education Level: No Education Listed