Field Auditor

Responsibilities

• Conduct insurance premium audits for Workers Compensation, General Liability, and Automobile policies by auditing policyholders’ records and applying manual rules and company standards.
• Prepare for the audit by identifying the necessary information and the type of records needed.
• Prepare a schedule to maximize the optimal use of time.
• Correspond with insured via phone, email, and mail to set up audit appointments.
• Examine the policyholder’s records, gather data to determine correct classifications for business activities, and write an effective description of operations.
• Prepare a complete audit document, explain the results to the insured, and communicate the results to the home office.
• Travel to multiple audit locations.
• Hybrid position – work from home and complete remote audits 2‑3 days per week.

• Associate’s Degree or equivalent plus two years of performing premium audits or an equivalent combination of education and experience highly desired.
• Ability to read, analyze, and interpret financial documents.
• General PC knowledge, including Microsoft Excel and Word.
• Knowledge of Visual Audit is a plus.
• Ability to communicate well with customers and staff.
• Valid driver’s license and satisfactory driving record.
• Maintain automobile insurance while employed with bodily injury limits equal to or greater than $100,000 per person and $300,000 per accident or $300,000 combined.