Good candidates for this position frequently come from the Accounting and/or Bookkeeping fields.
Purpose :
To gather data from insured’s place of business to be reported to carrier which will determine accurate premium base for policy
Duties:
Perform field audits by traveling to meet with clients at their place of business to examine and compile data from various financial records into a concise report for the carrier
Qualified applicants will be responsible for scheduling and managing their own appointments and workloads
Essential Functions:
Strong verbal communication skills
Working knowledge of WCIRB, NCCI and ISO guidelines for classification of businesses and employees so as to meet quality standards set forth by local state and the client
Previous experience with Nexus software is desired, but not required
General accounting skills
Ability to work independently and be self-motivated and self-disciplined
Advanced computer skills (Excel and Word )
Strong analytical and problem solving skills
Strong organizational skills
Ability to conduct business professionally and positively with third party business owners
Ability to take feedback positively and make corrections and changes to improve
Preferred Work Experience:
Previous experience conducting workers compensation or general liability audits
Demonstrated ability to perform quality customer service
Accounting or Bookkeeping
Other:
Reliable transportation with valid driver’s license and acceptable driving record is required for travel to insureds
Flexibility to adjust to new situations and changing priorities
Takes responsibility for own performance and development
Develops a high degree of trust through demonstrated personal integrity and ethical behavior
Dedicated home office space
Job Types: Full-time, Part-time, Contract
Pay: $32.00 – $37.00 per hour
Benefits:
Flexible schedule
Professional development assistance
Physical setting:
Office
Schedule:
Monday to Friday
Education:
High school or equivalent (Required)
Experience:
Accounting: 1 year (Preferred)
Bookkeeping: 1 year (Preferred)
Work Location: On the road
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