Premium Audit Technician I

Sentry Insurance AgencyStevens Point, WI
Hybrid

About The Position

This entry-level role is focused on supporting the premium audit function, communicating with internal and external customers, and supporting a growing book of middle and large businesses across all lines. The position works with the unit supervisor and peer audit review team in processing and billing audits for all accounts. This position will be located in our Stevens Point, WI office and will follow Sentry’s current hybrid model of 3 days in-office.

Requirements

  • High School Diploma; Associate Degree preferred
  • Working knowledge of PC software applications
  • Ability to work independently and as a part of a team
  • Capability to meet and adapt to deadlines and workload fluctuations
  • Excellent customer engagement and service skills
  • Great judgment and decision-making ability
  • Analytical skills to effectively interpret manual rules and audit information
  • Basic aptitude for mathematics, accounting, and financial documents beneficial

Responsibilities

  • Reviews and disseminates mail, email, and fax audit report submissions for all lines of business and all states.
  • Assesses records received and communicates with insureds and agents when additional information is expected.
  • Creates referrals to underwriters on pertinent information after the review process.
  • Assists with responding to insured and agent questions and requests.
  • Calculates and bills final policy premium after audit has been reviewed.
  • Assists with reviewing and processing invoices from vendor audit firms.
  • Initiates and completes necessary policy changes following established department guidelines.
  • Works directly with Supervisor on timely and accurate test audit submissions.
  • Evaluates voluntary audits on small to mid-market accounts for accurate classification and policy provisions to develop final earned premium.

Benefits

  • Hybrid work model
  • In-office workspace and materials for home office
  • Meal Subsidy
  • 401(K) plan with a dollar-for-dollar match on your first eight percent, plus immediate vesting
  • Sentry University (SentryU)
  • Tuition Reimbursement program
  • Generous Paid-Time Off plan
  • Volunteer-Time off
  • Group Medical, Dental, Vision, Life insurance
  • Parental leave
  • Health and Wellness benefits
  • Well-being and Employee Assistance programs
  • Sentry Foundation gift matching program
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