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Pie Insurance · 1 day ago

Premium Audit Operations Specialist I

United States

Full-time

Remote

Entry Level

$20.25/hr - $24/hr

1+ years exp

Pie Insurance is dedicated to empowering small businesses by making commercial insurance accessible and easy to navigate. The Premium Audit Operations Specialist I is responsible for communicating audit results to customers, coordinating billing transitions, and contributing to process improvements while ensuring positive customer relationships.

Financial ServicesInsuranceInsurTechSmall and Medium Businesses

Comp. & Benefits

No H1B

Responsibilities

Conduct proactive outreach to insureds and agents via email to deliver audit results before billing occurs

Review completed audits for content and context to understand premium impacts and explain results to customers

Build positive customer relationships while delivering potentially unwelcome news about additional premiums

Coordinate smooth transitions from audit completion to billing operations

Set up standard payment plans and document customer agreements and payment arrangements for billing team follow-up

Ensure proper handoff documentation for seamless billing processing

Handle routine customer inquiries about audit results and premium changes

Explain standard audit concepts and billing implications clearly to insureds and agents

Process endorsements within assigned authority limits

Document customer interactions and agreements appropriately

Provide regular feedback on evolving procedures and process effectiveness

Document best practices and lessons learned for future training materials

Support implementation of new technologies and process innovations

Meet established deadlines and manage multiple priorities effectively

Maintain strict confidentiality of all processed information

Qualification

Premium audit proceduresWorkers' CompensationAudit software systemsGoogle Workspace applicationsCustomer serviceCultural sensitivityCommunication skillsOrganizational skills