Job · Lake Mary, FL · Full time

Premium Audit Technician

Cna Employees' Health Plan Trust · $85.6M budget · Since 1988

Offers health, welfare, and unemployment benefits to VEBA members.

Before you apply

FY2024 · Form 990Independent: from IRS data, not the org
Budget
$90.0M
spent in FY2024
Fine: from the org's Form 990.
Pt I · Ln 18
Spent on programs
100%
of spending
Looks good: 100% of spending went to programs; 75% or more.
Pt IX · Ln 25 · col B
Surplus or deficit
−5%
of revenue, FY2024
Concern: revenue was below expenses in the latest filing.
Pt I · Ln 19
Cash reserves
<1 mo
of spending, in cash and securities
Concern: 0.3 months of spending in cash; under 2 weeks.
Pt X · Ln 1–2 · Pt I · Ln 18
Latest return
FY2024
latest Form 990
Looks good: the latest return is for FY2024, 2 tax years back; within 2 tax years.
IRS e-file
IRS status
501(c)(9)
tax-exempt since 1988
Looks good: listed by the IRS.
IRS BMF
Looks goodFineWorth a lookConcernTap a box for the reason.

About the role

The org's own posting, as written

You have a clear vision of where your career can go. And we have the leadership to help you get there. At CNA, we strive to create a culture in which people know they matter and are part of something important, ensuring the abilities of all employees are used to their fullest potential. CNA seeks to offer a comprehensive and competitive benefits package to our employees that helps them — and their family members — achieve their physical, financial, emotional and social wellbeing goals. For a detailed look at CNA’s benefits, check out our Candidate Guide .

Under general supervision reviews and reconciles the consistency, completeness, and mathematical accuracy of complex premium audits by comparing findings with applications, endorsements, and renewals.

JOB DESCRIPTION

Essential Duties & Responsibilities Performs a combination of duties in accordance with departmental guidelines: Sets up and maintains interim and RM premium audit files for complex premium audits in accordance with internal operating procedures. Compares and checks information supplied by premium auditors from the field for consistency, completeness, and mathematical accuracy. Reviews and processes appropriate information records and works with auditors to ensure accuracy. Performs advanced policy calculations. Coordinates with customers and underwriting, when necessary, for additional information. Responds to and resolves external customer inquiries.

Provides data input into insurance systems accurately. Provides training expertise and feedback to Premium Audit Technicians. Researches Audit Status Report to clear older expired policies that need to be billed Endorses added states to policy before billing final audit. Reports to Audit endorsement team Additional/Return premium information in accordance with internal procedures. Respond or initiate Large AP emails so that current term policy can be endorsed. Verify Automation reports for WC rating errors and clears errors. Maintains accuracy of reporting system (JAMS- i.e. close out audits when completed with estimated and actual premiums).

Reporting Relationship Supervisor or above Skills, Knowledge and Abilities Solid knowledge of the insurance industry with an understanding of all lines of business. In-depth understanding of policy language and documentation. Good organizational skills and the ability to prioritize multiple tasks. Strong attention to detail with the ability to work well under pressure situations. Good interpersonal and communication skills. In-depth knowledge of Microsoft Office Suite as well as other business-related software. Education and Experience Associate's degree or equivalent experience.

Typically a minimum of three year's related work experience. #LI-Hybid #LI-DM1 CNA utilizes AI-enabled technology during the recruiting process. For more information, please visit our careers page . CNA is committed to providing reasonable accommodations to qualified individuals with disabilities in the recruitment…

Read the full posting

About Cna Employees' Health Plan Trust

From its Form 990