5 Premium Auditor Job Description Templates and Examples

Company Overview

[$COMPANY_OVERVIEW]

Role Overview

We are looking for a detail-oriented Junior Premium Auditor to join our auditing team at [$COMPANY_NAME]. In this role, you will assist in the evaluation of insurance policies and premium income, ensuring compliance with regulatory standards while supporting our mission to provide exceptional service and accuracy in financial reporting.

Responsibilities

• Assist in conducting premium audits for various accounts, ensuring compliance with underwriting guidelines and state regulations.
• Review and analyze financial documents, policies, and premium records to identify discrepancies and variances.
• Prepare detailed audit reports, summarizing findings and providing recommendations for improvement.
• Collaborate with senior auditors in the execution of audit plans and strategies.
• Provide exceptional customer service by communicating effectively with clients during the audit process.
• Stay updated on industry regulations and best practices to enhance auditing efficiency and effectiveness.

Required and Preferred Qualifications

Required:

• Bachelor's degree in Accounting, Finance, or a related field.
• Strong analytical skills with attention to detail.
• Excellent verbal and written communication skills.
• Ability to work independently and as part of a team.

Preferred:

• Internship or prior experience in auditing or finance.
• Familiarity with insurance policies and premium auditing processes.
• Proficiency in Microsoft Excel and other accounting software.

Technical Skills and Relevant Technologies

• Basic understanding of accounting principles and auditing standards.
• Experience with data analysis tools and financial software.
• Familiarity with regulatory requirements in the insurance industry.

Soft Skills and Cultural Fit

• Strong organizational skills and the ability to manage multiple tasks effectively.
• Proactive attitude towards problem-solving and continuous improvement.
• Commitment to maintaining confidentiality and integrity in all auditing activities.

Benefits and Perks

We offer a competitive salary and comprehensive benefits package including:

• Health, dental, and vision insurance.
• Retirement plans with company matching.
• Paid time off and holidays.
• Professional development opportunities.

Equal Opportunity Statement

[$COMPANY_NAME] is committed to creating a diverse environment and is proud to be an Equal Opportunity Employer. All qualified applicants will receive consideration for employment without regard to race, color, religion, gender, national origin, age, disability, veteran status, sexual orientation, gender identity or any other basis protected by applicable law.

Location

This role requires successful candidates to be based in-person at our office located in [$COMPANY_LOCATION].

Company Overview

[$COMPANY_OVERVIEW]

Role Overview

We are seeking a detail-oriented Premium Auditor to join our team at [$COMPANY_NAME]. In this role, you will analyze and evaluate the financial records of clients to ensure compliance with regulatory standards and accuracy in premium calculations. Your expertise will help safeguard the integrity of our underwriting processes and assist in identifying areas for operational improvement.

Responsibilities

• Conduct comprehensive audits of client financial records, focusing on premium calculations and adherence to established guidelines.
• Evaluate the accuracy of various financial documents and reports to identify discrepancies and recommend corrective actions.
• Collaborate with underwriting and risk management teams to assess the adequacy of premium rates and identify potential adjustments.
• Prepare detailed audit reports summarizing findings and presenting recommendations for enhancements to premium audit processes.
• Serve as a key point of contact for clients during the audit process, addressing inquiries and providing expert guidance on compliance matters.
• Stay updated on industry regulations and best practices to ensure the organization remains compliant and competitive.

Required and Preferred Qualifications

Required:

• Bachelor’s degree in Accounting, Finance, or a related field.
• 3+ years of experience in auditing, preferably within the insurance industry.
• Strong understanding of financial reporting, premium calculations, and insurance regulations.
• Proficient in using auditing software and Microsoft Excel for data analysis.

Preferred:

• Professional certification such as Certified Public Accountant (CPA) or Certified Internal Auditor (CIA).
• Experience with data analytics tools and techniques to enhance audit effectiveness.
• Knowledge of underwriting processes and risk assessment methodologies.

Technical Skills and Relevant Technologies

• Proficient in audit management software and financial analysis tools.
• Strong analytical skills with the ability to interpret complex financial data.
• Experience with Microsoft Office Suite, particularly Excel for advanced data manipulation.

Soft Skills and Cultural Fit

• Exceptional attention to detail and organizational skills.
• Strong verbal and written communication skills to effectively present findings and recommendations.
• Ability to work independently while managing multiple audit projects simultaneously.
• Proactive problem-solving mindset with a commitment to continuous improvement.

Benefits and Perks

We offer a competitive salary and comprehensive benefits package, including:

• Health, dental, and vision insurance.
• Retirement savings plan with company matching.
• Flexible working hours and remote work options.
• Professional development and training opportunities.

Equal Opportunity Statement

[$COMPANY_NAME] is committed to fostering a diverse and inclusive workplace. We are proud to be an Equal Opportunity Employer and consider all qualified applicants for employment without regard to race, color, religion, gender, gender identity or expression, sexual orientation, national origin, genetics, disability, age, or veteran status.

Location

This is a remote position within [$COMPANY_LOCATION].

Company Overview

[$COMPANY_OVERVIEW]

Role Overview

As a Senior Premium Auditor at [$COMPANY_NAME], you will play a key role in evaluating and analyzing financial data to ensure compliance with regulatory standards and internal policies. Your expertise will contribute to the accuracy and integrity of premium audits, providing insights that drive strategic decision-making and financial performance.

Responsibilities

• Conduct thorough premium audits, analyzing financial statements and insurance-related documents to verify accuracy and compliance with established guidelines.
• Collaborate with cross-functional teams to gather necessary data, assess risk, and provide insights that inform audits and enhance organizational practices.
• Mentor and train junior auditors, sharing best practices and fostering a culture of continuous improvement within the auditing team.
• Prepare detailed audit reports, presenting findings and recommendations to management and stakeholders, ensuring clarity and actionable insights.
• Stay current with industry regulations, standards, and trends to ensure the auditing process remains compliant and effective.
• Utilize advanced analytical techniques and tools to enhance audit efficiency and effectiveness.

Required and Preferred Qualifications

Required:

• 5+ years of experience in premium auditing or related financial analysis roles.
• Strong knowledge of insurance principles, financial regulations, and auditing standards.
• Proven ability to analyze complex financial data and identify discrepancies or areas for improvement.
• Excellent communication skills, with the ability to convey complex information clearly to diverse stakeholders.

Preferred:

• Professional certification such as Certified Internal Auditor (CIA) or Certified Public Accountant (CPA).
• Experience with auditing software and data analysis tools.
• Background in risk management or compliance-related positions.

Technical Skills and Relevant Technologies

• Proficiency in data analysis tools such as Excel, SQL, or specialized auditing software.
• Strong understanding of insurance industry software and platforms.
• Experience with regulatory frameworks and compliance requirements relevant to the insurance sector.

Soft Skills and Cultural Fit

• Detail-oriented with a strong analytical mindset, capable of handling multiple projects simultaneously.
• Effective problem-solving skills, with a proactive approach to identifying and addressing challenges.
• Ability to work independently while collaborating with team members across different functions.
• Strong ethical standards and integrity in handling sensitive financial information.

Benefits and Perks

Annual salary range: [$SALARY_RANGE]

Additional benefits may include:

• Flexible work arrangements and remote work options.
• Comprehensive health, dental, and vision insurance.
• 401(k) plan with company matching.
• Generous paid time off and holiday schedule.
• Professional development opportunities and continuing education support.

Equal Opportunity Statement

[$COMPANY_NAME] is committed to diversity in its workforce and is proud to be an Equal Opportunity Employer. All qualified applicants will receive consideration for employment without regard to race, color, religion, creed, gender, national origin, age, disability, veteran status, sex, gender expression or identity, sexual orientation, or any other basis protected by applicable law.

Location

This is a fully remote position.

Company Overview

[$COMPANY_OVERVIEW]

Role Overview

We are seeking a highly skilled and detail-oriented Lead Premium Auditor to join our team. In this pivotal role, you will be responsible for managing and conducting comprehensive audits of premium accounts, ensuring compliance with regulatory standards and company policies. You will leverage your extensive experience to lead audit initiatives, identify areas for improvement, and collaborate with cross-functional teams to enhance operational efficiency.

Responsibilities

• Oversee and execute premium audits, ensuring accuracy and compliance with industry regulations
• Lead the audit team in developing audit plans, strategies, and timelines to meet organizational goals
• Analyze complex financial data and assess risk factors to provide actionable insights and recommendations
• Collaborate with underwriting, claims, and finance teams to ensure seamless audit processes and accurate reporting
• Mentor and train junior auditors, fostering a culture of continuous improvement and professional development
• Prepare comprehensive audit reports and present findings to senior management, highlighting key trends and potential areas of concern

Required and Preferred Qualifications

Required:

• 5+ years of experience in premium auditing or related field, with a proven track record of success
• Strong understanding of insurance principles, premium calculations, and regulatory compliance
• Exceptional analytical skills with the ability to interpret complex financial information
• Excellent communication skills, both verbal and written, with a focus on stakeholder engagement

Preferred:

• CPA, CIA, or equivalent professional certification
• Experience with audit management software and data analytics tools
• Background in risk management or internal controls

Technical Skills and Relevant Technologies

• Proficiency in Microsoft Excel and financial modeling tools
• Familiarity with data analysis software (e.g., Tableau, Power BI)
• Experience with accounting principles and practices relevant to the insurance industry

Soft Skills and Cultural Fit

• Strong leadership skills with the ability to motivate and guide teams
• Detail-oriented mindset with a commitment to accuracy and quality
• Proactive problem solver who thrives in a fast-paced environment
• Ability to build relationships and collaborate effectively across departments

Benefits and Perks

Salary range: [$SALARY_RANGE]

Full-time benefits may include:

• Health, dental, and vision insurance
• 401(k) plan with company match
• Flexible work hours and remote work options
• Professional development opportunities
• Generous paid time off and holiday schedule

Equal Opportunity Statement

[$COMPANY_NAME] is committed to diversity and inclusion in the workplace. We are proud to be an Equal Opportunity Employer and welcome applicants from all backgrounds, regardless of race, color, religion, gender, sexual orientation, national origin, age, disability, or veteran status.

Location

This is a fully remote position.

Company Overview

[$COMPANY_OVERVIEW]

Role Overview

We are seeking an experienced Audit Manager (Premium Audits) to lead our premium audit services at [$COMPANY_NAME]. This role is crucial in overseeing the execution of high-risk audits, ensuring compliance with regulatory standards, and driving improvements in audit methodologies. You will utilize your expertise to guide a talented team while fostering a culture of excellence and integrity within the audit function.

Responsibilities

• Lead and manage premium audit engagements from planning through execution, reporting, and follow-up
• Conduct thorough risk assessments and develop audit plans that address key business risks and regulatory requirements
• Supervise and mentor audit staff, providing guidance on complex audit issues and fostering professional development
• Review audit work papers and reports to ensure accuracy, completeness, and compliance with established standards
• Facilitate discussions with senior management to present findings, recommendations, and action plans
• Collaborate with cross-functional teams to implement audit recommendations and monitor progress
• Stay up-to-date with industry trends, regulatory changes, and best practices in auditing

Required and Preferred Qualifications

Required:

• Bachelor's degree in Accounting, Finance, or a related field
• 5+ years of experience in audit, with a focus on premium audits or insurance audits
• Strong understanding of auditing standards and regulatory requirements
• Proven ability to lead audit teams and manage multiple projects simultaneously
• Excellent analytical skills and attention to detail
• CPA or equivalent certification is highly preferred

Preferred:

• Experience with risk assessment frameworks and internal control evaluations
• Familiarity with data analytics tools and techniques in auditing
• Strong interpersonal skills and the ability to communicate effectively with diverse stakeholders

Technical Skills and Relevant Technologies

• Proficient in audit software and tools (e.g., IDEA, ACL)
• Experience with Microsoft Office Suite, particularly Excel for data analysis
• Understanding of ERP systems and their integration with audit processes

Soft Skills and Cultural Fit

• Exceptional leadership and mentorship capabilities
• Proactive problem-solving attitude, with a focus on continuous improvement
• Strong ethical standards and integrity in all professional interactions
• Ability to thrive in a fast-paced, dynamic environment
• Excellent verbal and written communication skills

Benefits and Perks

Annual salary range: [$SALARY_RANGE]. Additional benefits may include:

• Comprehensive health, dental, and vision insurance
• Retirement savings plans with company matching
• Generous paid time off and holiday schedule
• Professional development opportunities and tuition reimbursement
• Flexible work arrangements and wellness programs

Equal Opportunity Statement

[$COMPANY_NAME] is committed to diversity in its workforce and is proud to be an Equal Opportunity Employer. All qualified applicants will receive consideration for employment without regard to race, color, religion, creed, gender, national origin, age, disability, veteran status, sex, gender expression or identity, sexual orientation or any other basis protected by applicable law.

Location

This is a hybrid position, requiring candidates to work from the office at least 3 days a week in [$COMPANY_LOCATION].