Premium Audit Specialist (PA)

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.

• →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.