Conducts complex workers’ compensation premium audits by reviewing financial statements, payroll records, policy records, certificates, class codes, and claims activity. Resolves discrepancies with policyholders, agents, underwriters, and internal teams; prepares audit reports; ensures compliance with regulations; and provides customer service. May monitor audit practices, support process improvements, and coach or oversee staff.
Summit provides independent insurance agents and their clients with market-leading workers’ comp insurance and elite customer service. We’re growing and currently serve more than 7,000 independent agents and 31,000 policyholders across the South, Midwest, and Mid-Atlantic.
Our strength comes from a single-minded focus on workers’ comp and a commitment to long-term customer relationships. Summit is who you turn to when you need a specialist who not only knows workers’ comp but also gets to know your business and your priorities.
Our field team members are located in every state in which we operate.
Summit is a member of the Great American Insurance Group where our highest goal is for all employees to feel included, respected, and empowered to perform at their best.
Essential Job Functions and Responsibilities
- This position is a field role in Pennsylvania.
- Conducts thorough audits of insureds financial records to verify the accuracy of reported premiums, ensuring that all calculations are precise and compliant with company policies, industry regulations, and legal requirements.
- Conducts reviews and analysis of complex financial statements, payroll records, and other relevant documents, identifying trends and anomalies that may impact premium accuracy.
- Resolves complex discrepancies in policyholder records by coordinating with producers, underwriters, insureds, leadership, and other internal departments, ensuring that all issues are addressed promptly and effectively.
- Evaluates and determines the applicability of insurance certificates and class codes to specific exposures.
- Analyzes claim activity on policies to ensure that employee coding is consistent and accurate.
- Prepares and presents detailed audit reports to management, providing clear and actionable findings that support strategic decision-making.
- Collaborates with underwriters and other internal departments to ensure accurate premium calculations.
- Provides excellent customer service to policyholders by addressing complex audit-related inquiries and ensuring a positive experience throughout the audit process.
- May monitor and evaluate premium audit practices, assisting with implementing strategic adjustments to improve overall effectiveness and outcomes.
- May have responsibility for performance and coaching of staff and may have a participatory role in decisions regarding talent selection, development, and performance management for direct reports.
- Performs other duties as assigned.
#LI-Remote
Job Requirements
Education: Bachelor’s degree in Accounting, Finance, Business, Risk Management and Insurance, or a related field or equivalent experience.Experience: Generally, a minimum of 10 years of experience in Premium Audit, Underwriting, Accounting, or Finance. Insurance accounting experience preferred. Completion of or continuing progress toward a professional designation preferred, such as Associates in Premium Audit Program (APA), Associate in Underwriting (AU), Chartered Property Casualty Underwriter (CPCU), or Associate of Risk Management (ARM).Scope of Job/Qualifications: Demonstrates advanced technical knowledge across various accounting principles and practices. Works on assignments of high technical and logistical complexity. Demonstrates advanced analytical and problem-solving skills. Maintains knowledge of industry trends, regulations, and best practices to ensure that all audits are conducted in compliance with company policies, industry regulations, and state laws. Demonstrates excellent interpersonal and communication skills, with the ability to work collaboratively in a fast-paced environment and across departments. Serves as a senior resource on the Premium Audit team. Provides technical advice and support to lower-level positions.
Company:
SCI Summit Consulting, LLC
Salary Range:
Benefits:
We offer competitive benefits packages for full-time and part-time employees*. Full-time employees have access to medical, dental, and vision coverage, wellness plans, parental leave, adoption assistance, and tuition reimbursement. Full-time and eligible part-time employees also enjoy Paid Time Off and paid holidays, a 401(k) plan with company match, an employee stock purchase plan, and commuter benefits.
Compensation varies by role, level, and location and is influenced by skills, experience, and business needs. Your recruiter will provide details about benefits and specific compensation ranges during the hiring process. Learn more at http://www.gaig.com/careers.
*Excludes seasonal employees and interns.
Great American Insurance Group Bellevue, Washington, USA Office
Bellevue, United States
Similar Jobs
Cloud • Computer Vision • Information Technology • Sales • Security • Cybersecurity
Leads strategy, roadmap, investment, and execution for horizontal AI capabilities, shared AI platforms, and AI-native cybersecurity products. Translates AI research into reliable, secure, scalable customer solutions; drives adoption across product teams; establishes launch and autonomy criteria; partners with customers and cross-functional leaders on commercialization; and builds a high-performing AI product organization.
Top Skills:
Ai InfrastructureArtificial IntelligenceAutonomous SystemsCybersecurityDistributed SystemsMachine Learning
Cloud • Computer Vision • Information Technology • Sales • Security • Cybersecurity
Leads complex, cross-functional technical programs for the Superintelligence Lab. Responsibilities include roadmap execution, milestone and dependency management, risk mitigation, issue resolution, stakeholder alignment, leadership reporting, and implementing program-management best practices. The role requires collaboration with engineering, data science, and leadership teams while using AI technologies and Jira to improve workflows, decision-making, and business outcomes.
Top Skills:
AgileArtificial IntelligenceData ScienceJIRAKanbanMachine LearningScaled AgileScrum
Healthtech
Owns accounting and finance operations, including accounts receivable, collections, payroll, corporate cards, accounts payable, monthly close, reconciliations, cash forecasting, financial systems, controls, and reporting. The role oversees an external accounting partner, improves financial processes, supports audits and tax compliance, and ensures accurate, scalable operations during company growth.
Top Skills:
AdpGustoLithicExcelQuickbooksRampRipplingSalesforce
What you need to know about the Seattle Tech Scene
Home to tech titans like Microsoft and Amazon, Seattle punches far above its weight in innovation. But its surrounding mountains, sprinkled with world-famous hiking trails and climbing routes, make the city a destination for outdoorsy types as well. Established as a logging town before shifting to shipbuilding and logistics, the Emerald City is now known for its contributions to aerospace, software, biotech and cloud computing. And its status as a thriving tech ecosystem is attracting out-of-town companies looking to establish new tech and engineering hubs.
Key Facts About Seattle Tech
- Number of Tech Workers: 287,000; 13% of overall workforce (2024 CompTIA survey)
- Major Tech Employers: Amazon, Microsoft, Meta, Google
- Key Industries: Artificial intelligence, cloud computing, software, biotechnology, game development
- Funding Landscape: $3.1 billion in venture capital funding in 2024 (Pitchbook)
- Notable Investors: Madrona, Fuse, Tola, Maveron
- Research Centers and Universities: University of Washington, Seattle University, Seattle Pacific University, Allen Institute for Brain Science, Bill & Melinda Gates Foundation, Seattle Children’s Research Institute
