Premium Audit Operations Specialist, Pie Insurance
$55-70k
+ Equity
Small business insurance
Be an early applicant
Small business insurance
201-500 employees
Be an early applicant
$55-70k
+ Equity
201-500 employees
Company mission
To make insurance less expensive, simpler, and more transparent for small business owners.
Role
Who you are
- 1+ years as a premium auditor or premium audit reviewer
- Demonstrate experience with Workers' Compensation
- Knowledge of NCCI, WCIRB, PCRB/DCRB rules and regulations preferred
- Experience with standard audit operations
- Customer service experience in insurance or financial services environments preferred
- Technical Competencies:
- 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
- Basic billing and payment processing knowledge
- Ability to analyze accounting records and payroll documentation
- Communication & Customer Service Skills:
- 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
What the job involves
- The Premium Audit Operations Specialist I reviews and processes standard audit worksheets to ensure compliance with business rules and regulatory guidelines, handling routine adjustments and endorsements within authority limits
- This role proactively communicates audit results to insureds and agents via email, and coordinates the transition from audit completion to billing, including setting up payment plans and documenting agreements
- The Specialist also contributes to process improvements by providing feedback and documenting best practices
- You'll review and process completed audit worksheets from field, phone, mail, and virtual audits to verify compliance with established business rules and regulatory guidelines
- Process audit adjustments within assigned authority limits and escalate complex cases appropriately
- Identify correct classifications using PAAS, NCCI, and applicable state-specific tools across multiple jurisdictions
- Analyze and communicate future policy changes to insureds and agents with clear explanations
- Process endorsements within assigned authority limits
- Ensure proper documentation of state regulations and premium audit standards
- Conduct proactive outreach to insureds and agents via email to deliver audit results before billing occurs
- Build positive customer relationships while delivering potentially unwelcome news about additional premiums
- Coordinate smooth transitions from audit completion to billing operations
- Document customer agreements and payment arrangements for billing team follow-up
- Ensure proper handoff documentation for seamless billing processing
- 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
Our take
Historically, it’s been extremely cumbersome to qualify, onboard and manage workers’ comp insurance, particularly for America’s small businesses which haven’t been prioritized by larger carriers. That’s left small businesses often stranded with expensive and low-quality coverage.
Pie Insurance is changing all that through its technology-first model. Using data and analytics to better comprehend risk and speed up the decision-making process, it reduces the time to make an underwriting decision to a few minutes. Facing only legacy competition in an industry ripe for disruption, Pie Insurance has enjoyed rapid growth and received significant investment funding from backers in the InsurTech space.
Having recently acquired a nationally licensed insurance company, Pie Insurance is now able to directly issue its own policies nationwide. Currently available in 38 states, it will be aiming to expand its operations into the remaining states and territories to provide insurance to small businesses across the entire USA.
Freddie
Company Specialist at Welcome to the Jungle
Insights
4% employee growth in 12 months
Company
Funding (last 2 of 6 rounds)
Sep 2022
$315m
SERIES D
Mar 2021
$118m
SERIES C
Total funding: $620.3m
Company benefits
- Flexible work: Pie offers in-office, hybrid, and remote work options so you can create the work environment that's best for you
- Fully paid health care: Pie covers the health, vision, and dental premiums for full time employees and covers a percentage of premiums for spouses and children
- Equity and 401k: We think you should get a piece of the pie, so in addition to equity, Pie contributes to your retirement through a 401k
- Generous PTO: We want to make sure Pie-oneers have time to balance a rewarding work life and fulfilling personal life
- Parental leave: Pie knows your family is important, providing 100% compensation for the first three months of parental leave, as well as a generous return to work plan
- Caregiver leave: Pie offers caregiver leave so you have the time to dedicate to those who need your care
- HSA and Health FSA: Pie contributes $1,500 for individuals and $2,000 for family HSAs per year. Employees have the option to contribute to a Health FSA
- Dependent Care FSA: To help care for your dependents, Pie allows employees to set aside pre-tax dollars to be used for expenses like babysitters, daycare, summer camps, etc
- Pet insurance: Pie understands your pet is family and their care can be costly when they're not feeling well. The plans provide reimbursement for common needs like exams, vaccines, x-rays, prescriptions, and much more!
Company HQ
Union Station, Denver, CO
Leadership
Dax Craig
(Co-Founder & President)MD of 11x Holdings which invests in commercial and residential real estate. Also Co-founded Valen Analytics, a data and analytics provider for property and casualty insurance.
John Swigart
(Co-Founder & CEO)Previously CMO for RapidFinance. Also worked as CMO for Esurance, starting off as VP of Finance in 2000.
Share this job
View 7 more jobs at Pie Insurance