Premium Audit Operations Specialist II at Pie Insurance

United States

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Not SpecifiedCompensation

Junior (1 to 2 years), Mid-level (3 to 4 years)Experience Level

Full TimeJob Type

UnknownVisa

Insurance, InsurtechIndustries

Requirements

Minimum 3+ years in premium audit, insurance operations, or customer service in insurance/financial services
Proven experience with Workers' Compensation
Knowledge of NCCI, WCIRB, PCRB/DCRB rules and regulations
Experience with multi-state audit operations preferred
Customer service experience in insurance or financial services environments
Strong understanding of premium audit procedures and regulatory compliance
Proficiency with classification systems (PAAS, NCCI) and state-specific tools
Experience with audit software systems and Google Workspace applications
Solid billing and payment processing knowledge
Ability to analyze accounting records and payroll documentation
Excellent verbal communication skills for customer phone interactions
Strong written communication skills
Strong organizational skills
Ability to maintain strict confidentiality
Ability to build positive customer relationships while managing multiple priorities and delivering complex information

Responsibilities

Conduct proactive outreach to insureds and agents via phone and email to explain audit results before billing occurs
Execute customer engagement cycles to ensure understanding and agreement with audit findings
Handle immediate dispute resolution during communication windows to prevent billing complications
Set up payment plans for eligible customers based on audit results
Compose professional written correspondence and conduct confident verbal communications
Build positive customer relationships while delivering potentially unwelcome news about additional premiums
Coordinate smooth transitions from audit completion to billing operations
Analyze insured payment histories and structures to inform billing decisions
Document customer agreements and payment arrangements for billing team follow-up
Ensure proper handoff documentation for seamless billing processing
Handle complex customer inquiries about audit results and premium changes
Explain audit concepts and regulatory requirements clearly to insureds and agents
Resolve customer disputes and negotiate payment arrangements
Process endorsements within assigned authority limits
Analyze and communicate future policy changes to insureds and agents with clear explanations
Provide regular feedback on evolving procedures and process effectiveness
Participate in process development meetings and contribute improvement recommendations
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
Review completed audits for content and context to effectively explain premium impacts and policy changes to customers
Handle adjustments and endorsements within authority limits

Skills

Key technologies and capabilities for this role

Customer CommunicationDispute ResolutionPayment Plan SetupAudit ReviewBilling CoordinationProcess ImprovementVerbal CommunicationWritten CorrespondenceRelationship BuildingOrganizational Skills

Questions & Answers

Common questions about this position

What are the key responsibilities of the Premium Audit Operations Specialist II?

The role involves proactive communication of audit results to insureds and agents, resolving disputes, coordinating billing transitions, setting up payment plans, handling customer inquiries, processing endorsements, and contributing to process improvements.

What skills are essential for success in this position?

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

Is this role remote or office-based?

This information is not specified in the job description.

What is the salary or compensation for this position?

This information is not specified in the job description.

What does Pie Insurance's company culture emphasize?

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

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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