Premium Audit Operations Specialist I at Pie Insurance

United States

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Not SpecifiedCompensation

Entry Level & New Grad, Junior (1 to 2 years)Experience Level

Full TimeJob Type

UnknownVisa

Insurance, InsurtechIndustries

Requirements

Minimum 1+ years in premium audit, insurance operations, or related customer service role
Experience with Workers' Compensation
Customer service experience in insurance or financial services environments preferred
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, confidentiality, and ability to manage multiple priorities while delivering complex information

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

Key technologies and capabilities for this role

Customer CommunicationEmail OutreachAudit ReviewBilling CoordinationPayment PlansCustomer Relationship ManagementProcess ImprovementDocumentationOrganizational SkillsConfidentiality

Questions & Answers

Common questions about this position

What experience is required for the Premium Audit Operations Specialist I role?

Minimum 1+ years in premium audit, insurance operations, or related customer service role is required, with experience in Workers' Compensation and customer service in insurance or financial services preferred.

What technical competencies are needed for this position?

Understanding of premium audit procedures and regulatory compliance, along with familiarity with classification, are required technical competencies.

What are the key skills for success in this role?

Strong organizational skills, confidentiality, ability to build positive customer relationships, manage multiple priorities, and deliver complex information are essential.

What is the company culture like at Pie Insurance?

Pie Insurance has a diverse team of builders, dreamers, and entrepreneurs driven by core values and operating principles that guide every decision.

What makes a strong candidate for this Premium Audit Operations Specialist role?

Candidates with 1+ years in premium audit or insurance operations, Workers' Compensation experience, customer service background, and technical knowledge of audit procedures and compliance will stand out.

Pie Insurance

Provides workers' compensation insurance for small businesses

About Pie Insurance

Pie Insurance provides workers' compensation insurance specifically designed for small businesses. This type of insurance helps cover wage replacement and medical benefits for employees who are injured while working. The company utilizes data-driven technology to offer competitive pricing and ensure that clients receive quality coverage. The process for obtaining insurance quotes is quick and user-friendly, taking only three minutes, which is particularly beneficial for small business owners who may not have the time to deal with complicated insurance procedures. Pie Insurance operates in 38 states and Washington, D.C., with plans for further expansion. The company aims to deliver trusted and efficient insurance services, promising potential savings of up to 30% on workers' compensation insurance. Its unique approach lies in leveraging technology to simplify the insurance process, making it easier and more affordable for small businesses.

Washington, District of ColumbiaHeadquarters

2017Year Founded

$603.4MTotal Funding

SERIES_DCompany Stage

Fintech, Financial ServicesIndustries

201-500Employees

Benefits

Competitive cash compensation

Equity

Comprehensive health plans

Generous PTO, including paid sick leave

Future focused 401k match

Generous parental & caregiver leave

Risks

Recent layoffs of 14% of workforce indicate potential financial instability.

Deteriorating funding environment may limit expansion and technology investments.

Increased competition from insurtech companies could pressure Pie to maintain competitive pricing.

Differentiation

Pie Insurance offers A.M. A-rated insurance with a simple online experience.

The company uses data analytics to accurately assess risks and price policies.

Pie Insurance provides quick insurance quotes, taking just three minutes for small businesses.

Upsides

Integration with Ivans Download could enhance operational efficiency and customer service.

Appointment of Audra Foglietta as CFO may drive financial performance and efficiencies.

Partnership with Endeavor Insurance Group could expand market reach and distribution channels.

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