Premium Audit Technical Specialist

Job Title: Premium Audit Technical Specialist

FLSA Status: Exempt

Job Family: Underwriting

Department: Underwriting Services

Location: Corporate Office (Fort Wayne, IN)

JOB SUMMARY
Responsible for overseeing and coordinating the premium audit process for complex, multi-state
premium audits including outside audit vendor(s). Coordinates and performs select phone, virtual, or
onsite physical premium audits. Assist underwriters and agents with classifications and rules applicable
to their respective exposures. Receive and review test audit information from workers' compensation
bureaus. Liaison between departments for PayGo customers.

POSITION ESSENTIAL FUNCTIONS AND RESPONSIBILITIES
To perform this job successfully, an individual must be able to perform each essential duty satisfactorily.
Reasonable accommodations may be made to enable individuals with disabilities to perform the essential
functions.

• Research, analyze, and retrieve data to prepare and maintain complex payroll records,
  summaries, and reports; reconcile differences within established payroll, benefit, retirement, and
  accounting systems.
• Assist and educate underwriters and agents with properly classifying employees and associated
  operations.
• Coordinate with outside audit vendor(s) to determine the type of audit, policies to audit, and any
  disputes or discrepancies with the audit.
• Follow up with outside audit vendor(s) to obtain the status of outstanding audits, answering
  applicable questions during the process.
• Perform select phone, virtual, and onsite physical premium audits.
• Coordinate with appropriate departments when states or bureaus implement workers'
  compensation changes.
• Compile and send test audit information to various work comp bureaus and follow up on
  responses.
• Develop and maintain procedures for the premium audit process.
• Identify and provide underwriting with descriptions of prospective and existing insureds'
  operations and ministry profiles.
• Navigate NCCI and independent bureau websites to obtain technical audit support.
• Maintain minimum and maximum payroll information for partners, officers, and LLCs.
• Provide input into system changes related to workers' compensation.
• Complete other projects as assigned.

KNOWLEDGE, SKILLS, AND ABILITIES
The requirements listed below are representative of the knowledge, skills, and/or abilities required to perform
each essential duty satisfactorily. Reasonable accommodations may be made to enable individuals with
disabilities to perform the essential functions.

• Demonstrate excellent communication skills, both written and oral.
• Possess strong analytical, organizational, and interpersonal skills.
• Demonstrate ability to handle difficult situations in a diplomatic manner.
• Demonstrate working knowledge of premium audit software applications and spreadsheets.
• Effectively interface with external contacts, Brotherhood employees, managers, and department
  staff members.

EDUCATION AND/OR EXPERIENCE
List Degree Requirement, Years' Experience, and Certifications

• Bachelor's degree is required.
• Two to three years of general business, insurance, or premium audit experience, is required.
• Demonstrated past experience with independent bureaus and NCCI workers' compensation rules
  and regulations is required.
• Past experience with payroll records, general ledgers, income statements, profit and loss
  statements, state and federal tax records, and spreadsheet applications is required.
• CPCU, APA, CIPA, or other insurance-related coursework is desired.
• Two to three years of workers' compensation underwriting experience is desired.

Terms and Conditions

This description is intended to describe the general content of and requirements for the
performance of this position. It is not to be construed as an exhaustive statement of duties,
responsibilities, or requirements.

Because the company’s niche is the church and related ministries market, and because effective
service requires a thorough understanding of this market, persons in this position must be
familiar with church operations and must conduct themselves in a manner that will neither
alienate nor offend persons within this target niche.

Brotherhood Mutual Insurance Company reserves the right to modify, interpret, or apply this
position description in any way the company desires. This job description in no way implies that
these are the only duties, including essential duties, to be performed by the employee occupying
this position. This position description is not an employment contract, implied or otherwise. The
employment relationship remains “at-will”.