Proficiency in Microsoft Office, including Word, Excel, PowerPoint, and SharePoint.
Three to five years of financial experience through accounting or auditing is preferred, or underwriting and/or claims experience is required.
A bachelor's degree in a related field is required.
Thorough knowledge of regulations and compliance guidelines.
Ability to evaluate risk and maintain confidentiality.
Ability to think critically and analytically, solve problems, and plan and organize activities.
Ability to work independently and collaboratively.
Ability to travel domestically approximately 10% annually.
Responsibilities
Execute risk-based underwriting, claims, and compliance audits in a timely manner, in accordance with the annual audit plan and company regulations, and assist with other audit matters and projects.
Determine and review audit scope in conjunction with the audit manager.
Conduct audit testing of assigned programs within established timelines to determine compliance with company policies, procedures, claims guidelines, and underwriting guidelines.
Document and communicate findings to the audit manager, complete audit checklists, and draft comprehensive reports of audit findings.
Engage with other departments as necessary regarding audit findings.
Stay current on underwriting guidelines, regulations, and claims trends, and develop recommendations for the audit program as needed.
Desired Qualifications
Three to five years of financial experience through accounting or auditing is preferred.
Responsible for the timely execution of risk-based underwriting, claims, and compliance audits in accordance with the annual audit plan and company regulations as well as assisting with other audit matters and projects.
Determine/review scope of audit in conjunction with audit manager.
Conduct audit testing of assigned program in established/required timeline to determine program compliance with company policies, procedures, claims and underwriting guidelines.
Document and communicate findings to audit manager, complete audit checklist(s), and draft comprehensive and complete report of audit findings.
Engage with other departments as necessary regarding audit findings.
Stay abreast of underwriting guidelines and regulations as well as claim trends and develop recommendations for audit program as needed.
Skills
Proficient in Microsoft Office suite including Word, Excel, and PowerPoint, SharePoint
Excellent verbal and written communication skills
Strong ethical standards and an ability to act with integrity and objective judgment
Thorough knowledge of regulations and compliance guidelines
Strong organizational skills and attention to detail
Ability to evaluate risk and maintain confidentiality
Ability to think critically and analytically, solve problems, and plan and organize activities
Ability to work in a fast-paced environment and multi-task effectively under strict deadlines
Ability to work independently and collaboratively
Ability to travel domestically approximately 10% annually
Experience & Education
3-5 years financial experience through accounting/auditing preferred or underwriting and/or claims experience required