DUTIES:
- Upon receipt of assignments, schedule appointments for surveys and test audits within 30 days and notify the Manager of Field Operations of any schedule delays
- Classification surveys and test audits are conducted by hybrid method depending upon exposure, authorized classification, or management determination
- Interview employers or accountants to gather the required information to perform the test audits and surveys
- Review employers accounting records, which include payroll records, contracts and tax reports. Reconcile the payroll records to employee data
- Summarize the payrolls by classification based on employee’s duties applying manual rules
- Obtain information regarding the employer’s business operations and/or facilities and provide a detailed, comprehensive description of operations
- Organize notes and develop a comprehensive survey report and complete audit worksheets
- Prepare and submit completed assignments in accordance with department standards
- Maintain records of all expenses and submit a monthly expense report to Manager of Field Operations for approval
- Complete special audits as required in a timely and expeditious manner
SPECIAL SKILLS OR QUALIFICATIONS REQUIRED:
- Provide proper care/maintenance to PCRB owned equipment which may include, but is not limited to, the company car, laptop, and cell phone
- Timely and consistent attendance
- Provide advice and expertise to insureds, agents, and carriers as needed
- Perform other miscellaneous duties as requested
- Bachelors Degree – Business, Finance, or related field strongly preferred. Professional designation (APA and/or CPCU) a plus.
- 1-3 years Field Auditor experience
The geography for the 3 vacancies’ territory are broken down into the following below: Please indicate your desired territory when applying.
- Philadelphia
- Bucks, Lehigh, Northampton (potentially with portions of Philadelphia)
- Lancaster, Chester, Montgomery
