Premium Audit Assistant

Description

Audit Coordination

· Distribute audit request packets to insureds and agents.

· Manage audit timelines and follow-up schedules to support timely completion of audit requests.

· Conduct second and final audit requests when initial responses are not received.

· Monitor outstanding audit requests and coordinate escalation of non-responsive accounts.

· Maintain accurate follow-up dates and task reminders within audit management systems.

Email and Communication Management

· Monitor and manage department audit inboxes throughout the day.

· Respond professionally to insureds, agents, payroll providers, and internal departments.

· Route inquiries to appropriate departments such as Accounting, Underwriting, or Audit Management.

· Answer the Audit Department phone line professionally and direct calls to the appropriate team member or department.

· Place calls to insureds when required to request audit documentation, clarify information, or assist with audit-related questions.

· Document all inbound and outbound communications within audit management systems.

· Maintain organized electronic records and correspondence.

Records Review and Collection

· Review payroll documentation, tax records, subcontractor information, and operational descriptions submitted for audit purposes.

· Identify missing, incomplete, or inconsistent audit documentation.

· Communicate documentation deficiencies and request additional information from insureds.

· Track records received and maintain detailed audit status notes.

· Prepare audit files for assignment to auditors once required documentation is received.

Audit Documentation and Data Entry

· Create and maintain detailed progress notes documenting audit activity.

· Upload, organize, and classify audit documents within company systems.

· Verify policy information, locations, class codes, FEIN data, and supporting documentation.

· Maintain accurate records to ensure audit readiness and compliance with departmental procedures.

· Assist with status updates and workflow management across multiple systems.

Workflow and Productivity Management

· Prioritize older and time-sensitive audits to support departmental production goals.

· Manage assigned workloads while ensuring quality and timeliness standards are met.

· Follow established procedures for audit follow-ups, due dates, extensions, and non-productive audit processing.

· Collaborate with auditors, management, and team members to ensure efficient audit completion.

Requirements

Required

· High school diploma or equivalent.

· Minimum one year of administrative, insurance, auditing, customer service, or office support experience.

· Strong written and verbal communication skills.

· Exceptional organizational and time management skills.

· Strong attention to detail and accuracy.

· Ability to manage multiple tasks and deadlines simultaneously.

· Proficiency with Microsoft Outlook, Excel, Word, and other Microsoft Office applications.

· Ability to compose professional business correspondence.

Preferred

· Experience in insurance, premium audit, workers’ compensation, underwriting, or claims operations.

· Familiarity with payroll records, tax documentation, and financial records.

· Experience working in workflow-based production environments.

· Knowledge of audit, underwriting, or policy administration systems.