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Senior Premium Audit Specialist

2 months ago

Phoenix, Arizona, United States CFA Institute Full time
Who Are We?

At CFA Institute, we prioritize the well-being of our clients, communities, and each other. This commitment is at the heart of our mission.

With over 160 years of excellence in the property casualty insurance sector, we have established ourselves as a leader in the industry.

Discover a workplace culture that values innovation and collaboration, where you can truly enjoy your work and environment.

Job Category

Premium Audit

Compensation Overview

The annual base salary range for this position reflects a nationwide market range, encompassing a wide spectrum of salaries for this role across the country.

The actual salary will be influenced by various factors, including the role's scope, complexity, and location, as well as the candidate's skills, education, training, credentials, and experience.

Additionally, our comprehensive compensation and benefits program includes eligibility for performance-based cash incentive awards.

Salary Range
$54,000 - $89,900.00

Target Openings
3

What Is the Opportunity?

Our Enterprise Operations teams at CFA Institute are dedicated to delivering exceptional experiences for customers and agents, driving revenue growth, and fostering a culture of innovation and efficiency.

The Premium Audit team conducts thorough audits on property & casualty commercial lines policies to determine appropriate classifications, exposures, and premium bases, adhering to company, industry, and state regulations.

As a Senior Premium Audit Associate, you will manage audits of increasing complexity with minimal oversight. Audits may be performed virtually or in-person.

This position is fully remote and may involve a mix of mobile work and work from your primary residence.

This role will support the California territory while working core business hours aligned with the Pacific Time Zone.

What Will You Do?

Conduct audits of moderately complex Commercial Lines policies (e.g., Workers' Compensation, General Liability, Auto) through interviews, reviews, and verification of customer business operations to ascertain proper classifications.

Review financial and accounting records, including payroll, tax returns, and ledgers, to determine final exposures.

Communicate audit findings to customers, agents/brokers, and business partners (primarily underwriting) to ensure clarity regarding changes in premium exposures.

Build and maintain relationships with customers, agents/brokers, underwriters, and other internal business partners.

Stay updated on changes and current information related to premium auditing through various resources.

Perform additional duties as assigned.



What Will Our Ideal Candidate Have?

- Bachelor's degree.
- Two years of Premium Audit experience, including auditing various types of property and casualty commercial lines policies.
- Completion of APA 91 and 92.
- Strong communication skills to effectively convey information to customers, agents/brokers, and business partners.
- Strong analytical skills for efficient and effective audits.
- Ability to work independently and collaboratively within a team.

What is a Must Have?

- High school diploma/GED.
- One year of Premium Audit or related experience.
- Valid driver's license and a clean driving record.

What Is in It for You?

Health Insurance:

Employees and their eligible family members, including spouses, domestic partners, and children, are eligible for coverage from the first day of employment.


Retirement:

CFA Institute matches your 401(k) contributions dollar-for-dollar up to your first 5% of eligible pay, subject to an annual maximum. If you have student loan debt, you can enroll in the Paying it Forward Savings Program, where Travelers will contribute to your 401(k) account when you make a payment toward your student loan. You are also eligible for a Pension Plan fully funded by CFA Institute.


Paid Time Off:

Start your career with a minimum of 20 days of Paid Time Off annually, plus nine paid company holidays.


Wellness Program:

Our wellness program includes tools, discounts, and resources to help you achieve your wellness goals and caregiving needs. Additionally, our mental health program offers access to free professional counseling services, health coaching, and other resources to support your daily life needs.


Volunteer Encouragement:

We are deeply committed to the communities we serve and encourage our employees to engage. CFA Institute has a Matching Gift and Volunteer Rewards program that enables you to contribute to the charity of your choice.


Employment Practices

CFA Institute is an equal opportunity employer. We believe that our workforce should reflect the diverse customers and communities we serve, and we are committed to recruiting, retaining, and developing diverse talent while fostering an inclusive workplace.

In accordance with local law, candidates seeking employment in Colorado are not required to disclose dates of attendance at or graduation from educational institutions.

If you have specific questions regarding the physical requirements of this role, please reach out for assistance.

CFA Institute reserves the right to fill this position at a level above or below the level included in this posting.

To learn more about our comprehensive benefit programs, please visit CFA Institute Benefits.