Note: The job is a remote job and is open to candidates in USA. 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.
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
Skills
- Minimum 1+ years in premium audit, insurance operations, or related customer service role
- Experience with Workers' Compensation
- Understanding of premium audit procedures and regulatory compliance
- Familiarity with classification systems (PAAS, NCCI) and state-specific tools
- Experience with audit software systems and Google Workspace applications
- Basic billing and payment processing knowledge
- Excellent verbal communication skills for routine customer interactions
- Strong written communication abilities for professional correspondence
- Proven ability to explain standard audit concepts and requirements clearly
- Experience building positive relationships
- Cultural sensitivity and professional demeanor in diverse customer interactions
- Strong organizational skills
- Ability to build positive customer relationships while managing multiple priorities and delivering complex information
- Maintain strict confidentiality of all processed information
- Meet established deadlines and manage multiple priorities effectively
- Customer service experience in insurance or financial services environments 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
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