Premium Audit Advocate
The Premium Audit Advocate is responsible for conducting premium audits by understanding how premium audits fits into the policy lifecycle, while working closely with our customers to conduct these audits virtually and over the phone.
How You’ll Do It
- Conduct a review of insured’s payroll documents and engage customers in discussion of their business.
- Receive inbound audit assignments and place items on the Calendly for follow up.
- Generation of request emails for customers and partners in order to conduct audits.
- Assisting customers and guiding them through the audit process with ease.
- Performing the detailed interview and review of all pertinent material (worksheets, 941 filings, profit and loss statements, etc.).
- Entering final audit information in database systems and calculating audit results.
- Communicating final audit result information to policy holders and assisting with future questions.
- Interfacing with internal team members and stakeholders, and external policy holders in support of the policy and premium audit lifecycle.
- Other premium audit tasks, responsibilities, and projects as needed.
The Right Stuff
- High school diploma or GED required.
- 2+ years of professional work experience required.
- 6+ months of premium audit experience required.
- Developed communication skills (verbal and written): Ability to deliver complex information to customers effectively and adjust communication based on customer’s understanding of the audit process.
- Demonstrated Attention to Detail: Ability to review information and accurately record, sort and identify data relevant to audit.
- Strong Customer Focus: Ability to build strong customer relationships and deliver customer-centric solutions.
- Sense of Urgency: Ability to multi-task and work with speed, accuracy, and efficiency is crucial.
- Curiosity: Ability to seek to understand “the why”, ask questions, and the ability to learn from experiences and then help enhance the overall customer audit experience.
- Ownership and Accountability: Approach work with a sense of ownership, takes accountability for output, decisions, and mistakes.
Compensation & Benefits
- Competitive cash compensation
- A piece of the pie (in the form of equity)
- Comprehensive health plans
- Generous PTO
- Future focused 401k match
- Generous parental and caregiver leave
- Our core values are more than just a poster on the wall; they’re tangibly reflected in our work
Our goal is to make all aspects of working with us as easy as pie. That includes our offer process. When we’ve identified a talented individual who we’d like to be a Pie-oneer , we work hard to present an equitable and fair offer. We look at the candidate’s knowledge, skills, and experience, along with their compensation expectations and align that with our company equity processes to determine our offer ranges.
Each year Pie reviews company performance and may grant discretionary bonuses to eligible team members.
Unless otherwise specified, this role has the option to be hybrid or remote. Hybrid work locations provide team members with the flexibility of working partially from our Denver or DC office and from home. Remote team members must live and work in the United States* (*territories excluded), and have access to reliable, high-speed internet.
Pie Insurance is an equal opportunity employer. We do not discriminate on the basis of race, color, religion, sex, sexual orientation, gender identity, marital status, age, disability, national or ethnic origin, military service status, citizenship, or other protected characteristic.