Senior Premium Analyst

Role Overview

Primary Responsibilities

• Analyze, research, approve, complete, and process mail audits and audit adjustments.
• Review audit findings and communicate policy changes or omissions to relevant internal staff.
• Contact insureds, accountants, and agents to gather information for accurate audit classifications.
• Manage workflow inventory in PAM to achieve service-time goals.
• Train and mentor Premium Analyst I, II, and Premium Audit Technician staff.
• Compose correspondence, maintain confidentiality, and work with minimal supervision.

Education and Experience

• An associate degree in accounting, business, insurance, finance, or a related field is required, with some education and experience combinations considered in lieu of a degree.
• The role requires one year as a Premium Analyst II with demonstrated technical decision-making, audit processing, and manual-rules experience.
• Alternative qualifications may include a bachelor’s degree in a related field, insurance-designation progress, and qualifying technical or administrative experience.

Required Skills and Knowledge

• Knowledge of vendor audit formats, underwriting rules, state manual rules, and workers’ compensation classifications.
• Strong oral and written communication, organization, prioritization, analytical, problem-solving, proofreading, and basic math skills.
• Proficiency with payroll reports, tax returns, tax forms, computers, word-processing, spreadsheets, accurate data entry, and 10-key use.

Preferred Qualification

• Significant progress toward or completion of an IIA or other insurance-related designation, such as APA or CPCU, is preferred.

Working Conditions

• Work is performed in an office setting with no unusual hazards.