Field Auditor II

Overview

CopperPoint has an exciting opportunity for a Premium Field Auditor II. In this role, you will conduct medium- to large-complexity physical and virtual Workers’ Compensation and General Liability audits across several states, primarily in Washington State. Responsibilities include applying strong knowledge of USL&H rules, as well as Inland Marine and Garage Liability coverages, while working directly with policyholders to complete original and disputed final audits.

The Premium Field Auditor II ensures all audit information is accurate, compliant with state regulatory requirements, and aligned with company policies and industry standards while delivering exceptional customer service and maintaining strong professional relationships.

• Independently conduct final audit of the business operations of the policyholder through review of all applicable records and interview with owner, corp. officer or authorized representative.
• Conduct physical inspection of all operative hazards active for former policyholders.
• Meet monthly production targets.
• Verify all Workers’ Compensation claims as valid and are classified correctly for unit statistical purposes.
• Analyze business operations to ensure compliance to all regulatory agencies and applicable state laws.
• Provide guidance and education to the policyholders regarding monthly payroll reporting as well as the entire final audit process.
• Responsible for scheduling premium audits, inventory management of work, resolving audit questions and disputes.
• Effectively communicate all necessary policy changes resulting from the final audit to all internal and external customers.
• Review all audit disputes with policyholder timely.
• Responsible for training and mentoring junior Premium Audit team members.
• Driving a vehicle is a requirement for this position.

• BS/BA college degree preferred. The knowledge and skill levels acquired through undergraduate level studies especially in the areas as business administration, finance or accounting
• 5-9 years Audit experience with at least 4-6 years performing field/physical/on-site audits
• Intermediate Excel skills a must and experience working with large amounts of payroll data
• Excellent Customer Engagement/Service Skills
• Excellent written and verbal communication in a clear, concise format
• Has knowledge of a variety of policy types, including guaranteed costs, high deductible, loss retro-incurred, composite rating and group captives
• Experience with Microsoft Suite, including Excel, Word and Power Point
• Experience with secure file transfer platforms and handling of PII data
• Superior knowledge of independent bureau and NCCI Worker’s Compensation and General Liability rules, regulations, and test audit states.
• Expert knowledge and insight into rules and ethics of Independent WC Rating Bureaus Rules and State regulations.
• Expert knowledge of state insurance regulatory requirements to ensure the company’s compliance.
• Expert knowledge of the various regulatory agencies’ rules pertaining to classification, experience rating, and ownership changes to ensure proper classification of insured.
• A State valid Driver License is required.
• APA, CIPA, CPCU, ARM, INS or other professional designation preferred.

• Employees and their families are eligible to participate in CopperPoint Insurance Companies benefit plans including medical, dental, vision, short-term disability, long-term disability, life insurance, a health savings account, a flexible spending account, and a 401k plan.
• We provide some benefits at no cost to the employee (Basic Life Insurance and AD&D at two times an employee’s annual salary, Short- and Long-term Disability coverage, and Employee Assistant Plan).
• Employees will accrue 0.0846 hours of Paid Time Off (PTO) per paid hour, which may total 22 days a year. In addition, employees will also receive 10 paid holidays throughout the calendar year.

• $ - $ annually
• Compensation may vary depending on skills, experience, education, and geographical location.
• In addition to base salary, compensation may include an annual discretionary bonus.

Founded in 1925, CopperPoint Insurance Companies is a leading…