Senior Technical Assistant – Premium Audit

Description

• Under minimal supervision, provides advanced technical and administrative support for Premium Audit operations. Applies a comprehensive understanding of department processes, systems, and objectives to coordinate work, resolve complex or time-sensitive issues, and support customers, agents, auditors, vendor partners, and internal business partners throughout the Premium Audit process. The role serves as a technical resource, maintains accurate records and workflow controls, supports projects and system changes, and identifies opportunities to improve quality, productivity, turnaround time, and the overall customer and business partner experience.

Responsibilities

• Perform critical, time-sensitive administrative activities using foundational Premium Audit knowledge, including preparing state test audit packages, issuing state bureau and timeliness letters, completing attestation reports, and reconciling vendor invoices for review and approval.

• Support customers and agents throughout the Premium Audit process by responding to status inquiries and servicing day-to-day audit transactions in accordance with quality and turnaround-time expectations.

• Support internal business partners by researching and gathering information, responding to audit status requests, coordinating responses, and routing work to the appropriate team accurately and timely.

• Provide department-wide support to auditors and BPO and fee vendor partners by setting up and transferring assignments, uploading fee vendor audits, creating mail forms, and processing worksheet corrections, including manual cancellations, unit statistical inquiries, and post-audit endorsements.

• Manage administrative escalations submitted by offshore BPO partners, researching and resolving issues such as manual endorsements, audits not ordered, and P-Ware import requests.

• Participate in Premium Audit initiatives and special projects by supporting testing, documentation, implementation, and system configuration across Premium Audit, Underwriting, and policy administration systems.

Qualifications

• Associate degree or equivalent experience, plus three or more years of related administrative or technical support experience, including one to two years of practical computer experience. Additional relevant experience may substitute for formal education.

• Advanced knowledge of department operations, objectives, workflows, and customer service expectations; Premium Audit knowledge or related insurance operations experience is preferred.

• Strong written communication, interpersonal, customer service, organizational, and time-management skills.

• Ability to work accurately with numbers, review and verify source information, identify discrepancies, and prepare clear spreadsheets, reports, correspondence, forms, and presentation materials.

• Proficiency with Excel and other personal computer applications, department-specific systems, databases, workflow tools, and document or desktop publishing applications.

• Ability to work independently under minimal supervision, manage broad and varied assignments, prioritize time-sensitive work, exercise sound judgment, and collaborate effectively with internal and external partners.

• Employees may apply for a new role after completing 12 months of employment in their current position.

• Employees should review all role requirements and apply only for positions for which they are eligible. Hiring processes may vary by country, including differences in procedures, requirements, and timelines. For country-specific details, please consult your local recruiting / HR team.

Travel

10%