Premium Audit Technician

Sentry Insurance AgencyMadison, WI
Hybrid

About The Position

This position can be located in our Stevens Point, or Madison, WI office(s) and will follow Sentry’s current hybrid model of 3 days in-office. Entry level role focused on supporting the premium audit function. Communicates with internal and external customers and supports a growing book of middle and large businesses across all lines. Works with the unit supervisor and peer audit review team for timely review of financial and business records to determine final earned premium.

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
  • Evaluates moderately complex voluntary audits for regional business to determine accurate classification and policy provisions to calculate final earned premium
  • Communicates with insureds and agents to discuss records and operations. Creates referrals for operation changes to underwriters and audit management that may impact premium
  • Initiates and completes necessary policy changes following established department guidelines
  • Performs quality audits for all peers within premium audit department

Benefits

  • Sentry is happy to offer flexibility through a scheduled Hybrid work model. Monday and Friday work from home if you choose to, Tuesday through Thursday you’ll work in office
  • As a Sentry associate, you will have an in-office workspace and materials for your home office. In addition to the laptop, you will receive prior to your start, Sentry will provide equipment for your home office
  • Meal Subsidy available for associates who report to an office
  • 401(K) plan with a dollar-for-dollar match on your first eight percent, plus immediate vesting to help strengthen your financial future
  • Continue your education and career development through Sentry University (SentryU) and utilize our Tuition Reimbursement program
  • Generous Paid-Time Off plan for you to enjoy time out of the office as well as Volunteer-Time off
  • Group Medical, Dental, Vision, Life insurance, Parental leave, and our Health and Wellness benefits to encourage a healthy lifestyle
  • Well-being and Employee Assistance programs
  • Sentry Foundation gift matching program to encourage charitable giving
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