Pie Insurance · 23 hours ago
Premium Auditor II
United States
Full-time
Remote
Mid Level
$75K/yr - $90K/yr
3+ years expPie Insurance is dedicated to empowering small businesses by making commercial insurance affordable and accessible. The Premium Auditor II is responsible for conducting premium audits to ensure accurate policy coverage and compliance with regulations while maintaining professional relationships with policyholders.
Financial ServicesInsuranceInsurTechSmall and Medium Businesses
Responsibilities
Conduct comprehensive premium audits via mail, phone, and virtual platforms across various industries and business types
Review and verify payroll records, tax returns, 1099s, and supporting financial documentation with meticulous attention to detail
Analyze business operations to identify all relevant exposures and ensure proper policy coverage
Identify and apply appropriate classification codes using NCCI guidelines, PAAS, and state-specific bureau requirements
Document audit findings thoroughly and prepare detailed audit worksheets
Ensure all audit work complies with established business rules and regulatory guidelines
Communicate professionally with policyholders via phone, email, and virtual meetings to gather required documentation
Conduct thorough interviews to understand business operations, employee roles, and exposure classifications
Explain audit processes clearly to insureds and address questions about documentation requirements
Build positive relationships while maintaining professional boundaries throughout the audit process
Handle initial concerns and questions about audit procedures (not billing-related issues)
Coordinate schedules and follow up appropriately to ensure timely audit completion
Conduct virtual audits using screen-sharing and remote access technologies
Guide insureds through document sharing and virtual collaboration platforms
Utilize emerging audit technologies and software to enhance efficiency and accuracy
Adapt audit methodologies based on insured capabilities and preferences
Maintain security protocols for remote document review and virtual meetings
Analyze complex payroll structures, contractor relationships, and employee classifications
Research and apply appropriate workers' compensation classification codes across multiple states
Identify potential misclassifications and exposure gaps that could impact coverage
Review business operations for changes since policy inception that may affect classifications
Ensure proper documentation of all exposures for accurate premium calculations
Ensure all audit documentation meets regulatory standards and company policies
Complete audits within established timeframes while maintaining thoroughness
Maintain strict confidentiality of all insured information and business data
Provide regular feedback on audit procedures and technology effectiveness
Participate in process development meetings and contribute improvement recommendations
Document best practices and lessons learned for future training materials
Support implementation of new audit technologies and methodologies
Qualification
Required
3+ years conducting Workers Compensation premium audits
Knowledge of NCCI classification systems and state bureau requirements
Experience working directly with business owners and financial personnel
Strong understanding of payroll systems, tax documentation, and business financial records
Proficiency with classification systems (NCCI, PAAS) and state-specific regulatory requirements
Experience with virtual meeting platforms and screen-sharing technologies
Advanced skills with audit software, Google Workspace applications, and emerging technologies
Ability to analyze complex business operations and identify relevant exposures
Understanding of contractor vs. employee relationships and classification implications
Excellent verbal communication skills for professional phone and virtual interactions
Strong written communication abilities for follow-up correspondence and documentation
Proven ability to explain complex audit concepts clearly to business owners
Experience building rapport with diverse business contacts across various industries
Cultural sensitivity and professional demeanor in varied business environments
Ability to manage potentially sensitive conversations about business operations
Analytical Thinking: Ability to understand complex business operations and identify all relevant exposures
Attention to Detail: Meticulous review of financial records and accurate identification of discrepancies
Customer Focus: Commitment to building positive relationships while maintaining audit integrity
Adaptability: Flexibility to work with evolving technologies and audit methodologies
Sense of Urgency: Ability to manage multiple audits efficiently while maintaining quality standards
Professional Curiosity: Desire to understand business operations thoroughly and ask relevant questions
Preferred
Multi-state audit experience preferred
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
Company
Pie Insurance
Pie Insurance is an insurance company specializing in small business.
201-500 employees
Funding
Current Stage
Late StageTotal Funding
$621MKey Investors
Gallatin Point CapitalSVB CapitalGreycroft
2022-09-21Series D· $315M
2021-03-25Series C· $118M
2020-05-28Series B· $127M
Leadership Team
John Swigart
Co-Founder and CEO
Audra Foglietta
Chief Financial Officer
Recent News
Hartford Business Journal
2025-08-14
The Philadelphia Inquirer
2025-08-13
Company data provided by crunchbase