Job Details

Premium Auditor Associate - Santa Barbara CA Area

Company name
The Travelers Indemnity Company.

Glendale, CA

Date Last Verified
Mar 08,2018

Posted on
Mar 06,2018

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Primary Job Duties & Responsibilities

Conducts audit of selected Commercial Lines adjustable policies by reviewing the insured's business operation, including examining, verifying and recording pertinent classification-related data from financial/business records. Determines and/or develops premium basis and classification.

Conducts physical audits to optimize timeliness and productivity. Discuss issues and problems with the insured to ensure understanding of the change in premium exposures and to maintain good customer relations. Ensure quality of the audit through proper risk classification and exposure basis information.

Utilizes laptop computer to record audit information and transmit completed audits in a timely manner. Provides external customers (i.e., agents and insureds) and internal customers (i.e., underwriting, policy processing, claims and accounting) with information to assist in their understanding of audit-related matters, including audit vouchers, procedures and worksheets. Remains informed of changes and current information relative to premium auditing through discussion and correspondence with experts and industry-related literature.

Alerts the Special Investigative Unit (SIU) of potential fraud situations. Other duties as assigned. Perform other duties as assigned.

Job Specific & Technical Skills & Competencies

Demonstrated ability to work independently preferred.

Strong organizational skills preferred.

Solid analytical skills preferred.

Solid experience in the use of personal computers and software applications (i.e., MS Excel, MS Word, LOTUS Notes) and the ability to manipulate data quickly and accurately preferred.

Job Summary

Under close supervision and working outside an office environment, is responsible for performing audits on Property/Casualty Commercial Lines adjustable policies to establish appropriate classifications, exposures and basis of premium. Responsible for developing premium exposures in accordance with company, industry and government rules and regulations.

This job does not manage others. This position will require travel and will cover a territory that includes areas in and around Santa Barbara, CA, Santa Monica, CA, east to Bakersfield, CA and areas south to Thousand Oaks, CA.

Education, Work Experience & Knowledge

College degree in Accounting, Business Administration, or related field preferred. Excellent communication skills. Strong customer orientation.

Physical Requirements

Operates standard office equipment

  • Occasionally Sitting (can stand at will)

  • Frequently Use of Keyboards, Sporadic 10-Key

  • Occasionally Driving

  • Frequently

Minimum Qualifications

High School Diploma or GED required. Valid driver's license and a good driving record required.

Company info

The Travelers Indemnity Company.
Website :

Company Profile
In an uncertain world, Travelers is an insurance leader, committed to keeping pace with the ever-changing needs of our customers, and anticipating their needs for the future. There is no stronger testament to our dedication to protecting customers from loss than our continued innovation and ability to transform our industry.

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