Premium Audit Operations Specialist II - Remote

Overview

The Premium Audit Operations Specialist II reviews and processes audit worksheets to ensure compliance with business rules and regulatory guidelines, handling adjustments and endorsements within authority limits. This role proactively communicates audit results to insureds and agents, resolves disputes, and coordinates the transition from audit completion to billing, including setting up payment plans and documenting agreements. The Specialist also contributes to process improvements by providing feedback and documenting best practices. Strong organizational skills, confidentiality, and the ability to build positive customer relationships—while managing multiple priorities and delivering complex information—are essential for success in this position.

In Short

• Review and process completed audit worksheets for compliance.
• Process audit adjustments and endorsements.
• Communicate audit results to insureds and agents.
• Handle disputes and set up payment plans.
• Document agreements and ensure proper handoff for billing.
• Provide feedback on processes and participate in improvements.
• Maintain confidentiality and meet performance standards.
• Minimum 3-4 years of premium audit experience required.
• Proficiency in audit software and classification systems.
• Excellent communication and customer service skills needed.

Requirements

• Minimum 3-4 years as a premium auditor or reviewer.
• Experience with Workers' Compensation regulations.
• Knowledge of NCCI and state-specific tools.
• Customer service experience in insurance or finance.
• Strong understanding of premium audit procedures.
• Proficiency with audit software and Google Workspace.
• Ability to analyze accounting records.
• Excellent verbal and written communication skills.
• Dispute resolution and negotiation capabilities.
• Cultural sensitivity in diverse interactions.

Benefits

• Competitive cash compensation.
• Equity in the company.
• Comprehensive health plans.
• Generous PTO.
• 401k match.
• Parental and caregiver leave.
• Core values reflected in company culture.