Premium Audit Associate

Remote first position with occasional need to attend meetings in the Sacramento office. Preference for candidates within the Sacramento region. Pay range is $47,400 - $59,200Job Purpose Performs a variety of tasks to assist both the policyholders and Premium Auditors. This position will be the front-line responders for the audit team. This role is responsible for providing exceptional response to policyholder inquiries regarding audit status and outcomes. As well as logging and distribution of incoming work. This position also responds to complex inquiries from internal staff, and policyholders via phone, written correspondence, and email. Essential competencies:

Decision Making : deciding with intention, reflection and reason; clarifying purpose, evaluating alternatives and analyzing risks.

Problem Solving : applying analysis, creativity, resilience and logic to reach optimal outcomes; developing and implementing solutions.

Approachability : being consistently approachable, open to feedback direct and truthful; building trust and authentic professional relationships.

Courage: not hesitating to have hard conversations or ask tough questions; being able and willing to provide timely, empathetic and constructive feedback.

Essential Functions – must be able to perform with or without a reasonable accommodation

Responds to complex questions regarding outcome of premium audit.

Supports retention efforts by notifying policyholders of unreported payroll. Assisting and coordinating complete submission of documents to the premium auditors.

Responds in a timely manner and communicates with policyholders using clear and direct language to ensure understanding.

Develops and maintains strong working knowledge of guidelines applicable to workers’ compensation premium audits to facilitate efficient resolution of policyholder questions.

Investigates and resolves policyholder questions, concerns and disputes in a timely and efficient manner.

Collaborates with underwriters, auditors and audit management to resolve issues.

Process Audit estimations within authority.

Process Voluntary and Physical Audits within authority.

Handles customer and agent inquiries professionally and within company established standards.

Respond to department inquiries via telephone, written correspondence, and email.

Verify and produce critical information for file documentation.

Manage Audit inboxes (electronic mail).

Manage Final Audit queues.

Review and prioritize incoming audit submission and audit correspondence (electronic mail).

Send follow-up correspondence to gather additional missing documentation.

Send and manage Physical Audit orders with third-party vendor.

Assist Renewal team with research of non-complaint policies.

Add WCIRB notices (Payroll Records – Not Available) to policy files.

Non-Essential Functions

Assists with projects and assignments as directed.

Identify and address changes to the policy and send follow up to the policyholder and policy changes team.

Guidewire defect research and testing.

Premium Audit process review and improvement.

WCIRB fine list review and research.

Required Education, Licenses & Experience

High school diploma or GED required.

Minimum three-year experience working in the insurance industry.

Proficient computer skills, including, Excel, Word, Adobe.

Demonstrate excellent verbal, written and interpersonal communication skills.

Ability to work in a deadline driven, fast-paced environment.

Ability to adapt to a changing environment.

Ability to work in a collaborative environment.

Demonstrate excellent analytical skills with a strong attention to detail.

Ability to prioritize workload to meet deadlines, and manage multiple projects.

Ability to work independently with minimal supervision.

Preferred Education, Licenses & Experience

Bachelor’s degree preferred.

Experience in the Workers’ Compensation line of coverage; knowledge of Premium Audits.

Understanding of Workers’ Compensation rules & regulations specific to payroll auditing.

Knowledge of insurance terminology and concepts preferred.

Working Conditions Occasionally (1-33%) Frequently (34-66%) Constantly (67-100%)

Constantly on the phones.

Constantly reviewing and analyzing data on a computer screen.

Operates voice mail systems and personal computers.

Frequently maintains a stationary position.

Occasionally moves around the office to access file cabinets, office machinery, etc.

We Are CDA

Over our 150-year history, the California Dental Association (CDA) has become a leader in oral health throughout California and the country. Today, we continue to support our community of over 27,000 dentists through our family of companies, which include The Dentists Insurance Company (TDIC), TDIC Insurance Solutions, Rotunda Partners and the CDA Foundation. At CDA, we value individual talents, encouraging a diverse, collaborative, and innovative work environment fueled by new ideas. As our organization continues to grow, we invite you to be a part of what’s next.

CDA is an equal opportunity employer and is committed to the principle of equal employment opportunity for all employees and providing a safe work environment. CDA does not tolerate discrimination or harassment and all employment decisions are based on job requirements and individual qualifications, without regard to race, color, religion, national origin, age, gender, gender identity or expression, sex, ancestry, citizenship status, mental or physical disability, genetic information, sexual orientation, veteran or military status. If you have a disability or special need that requires accommodation, please contact us at humanresources@cda.org.

​​CDA and its related companies have adopted a mandatory vaccine policy to be physically present in any organization office or attend any organization or job related meeting or event in person. Upon hire, candidates will be required to submit proof of vaccination or request an exemption from the policy due to a qualified medical condition or sincerely held religious belief.

To see our privacy policy, go to www.cda.org/Home/About/Careers-at-CDA/Apply

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