Field Representative - Sacramento

Worker's Compensation Insurance Rating Bureau•San Francisco, CA

1d•$70,000 - $90,000•Hybrid

About The Position

The Workers' Compensation Insurance Rating Bureau of California (WCIRB) is seeking a Field Representative for a Sacramento-based, field position. This role involves working from a home office and traveling to insured locations. The Field Representative will use independent judgment to apply knowledge of the workers' compensation insurance standard classification system and WCIRB procedures to analyze collected information and determine applicable standard classifications for policyholders. Key responsibilities include preparing classification inspection reports, conducting Test Audits of payroll and claims classifications, and handling email and phone correspondence with insurers, agents, brokers, and employers. The role requires meeting established quality and quantity requirements, including production goals for inspections and Test Audits, and ensuring the quality of inspection and test audit reports. Field Representatives will interact directly with business owners, focusing on delivering a positive customer experience through accessibility, responsiveness, and professional conduct.

Requirements

Bachelor’s degree (including completed courses in relevant areas such as business administration, accounting, bookkeeping, mathematics, risk management, accounting, and communication) or a minimum of 3 years of Premium Audit experience with an insurance carrier/fee audit company or equivalent experience that demonstrates the required writing, analytical and computer skills.
Proficiency in basic workers’ compensation payroll auditing and general understanding of the administration of the standard classification system.
Proficiency in Word and Excel.
Position requires a self-starter who can work independently and meet production goals.
Must have excellent interpersonal skills and the ability to interface with a variety of individuals in a number of different settings or work conditions.
Sufficient mathematical skills to understand payroll records to conduct a payroll audit.
Solid language skills to communicate clearly with co-workers and people outside the WCIRB, and to write and proofread inspection reports that are sent directly to the insurer without secondary review.
Valid California driver’s license required.

Responsibilities

Interviews policyholders and inspects their premises to obtain information needed to properly classify their business operation for workers’ compensation insurance purposes.
Prepares, proofreads and submits classification inspection reports describing the employer’s business.
Examines insurers’ payroll audits and policyholders’ payroll records to verify the proper reporting of exposure by classification for unit statistical purposes.
Conducts claims classification audits to verify the classifications assigned by insurers to reported claims.
Prepares, proofreads and submits the results of Test Audits and claims classification audits.
Conducts ride along with team members and other employees from home office (as needed).
Prepares general correspondence including setting appointments, emails and phone calls to employers, insurers, agents and brokers.