
51 - 200 employees
💼 Consulting
🛡️ Insurance
💰 $50M Post-IPO Debt on 2022-08
Consulting • Insurance
Trean Insurance Group is a full-service insurance management and reinsurance consulting company. The company offers expertise in insurance and reinsurance accounting, claims, data, regulatory, and underwriting. Trean Insurance Group prides itself on being relationship-driven and acts as a true business partner to its clients, providing customized insurance and reinsurance solutions. With a focus on achieving client goals and developing profitable business, Trean Insurance Group combines underwriting, claims, loss control, and analytical expertise for successful, enduring partnerships.
🔥 1 hour ago
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51 - 200 employees
💼 Consulting
🛡️ Insurance
💰 $50M Post-IPO Debt on 2022-08
Consulting • Insurance
Trean Insurance Group is a full-service insurance management and reinsurance consulting company. The company offers expertise in insurance and reinsurance accounting, claims, data, regulatory, and underwriting. Trean Insurance Group prides itself on being relationship-driven and acts as a true business partner to its clients, providing customized insurance and reinsurance solutions. With a focus on achieving client goals and developing profitable business, Trean Insurance Group combines underwriting, claims, loss control, and analytical expertise for successful, enduring partnerships.
• Distribute audit request packets to insureds and agents. • Manage audit timelines and follow-up schedules. • Conduct second and final audit requests when initial responses are not received. • Monitor outstanding audit requests and escalate non-responsive accounts. • Maintain follow-up dates and task reminders in audit management systems. • Monitor and manage department audit inboxes. • Respond to insureds, agents, payroll providers, and internal departments. • Route inquiries to Accounting, Underwriting, or Audit Management. • Answer and direct Audit Department phone calls. • Contact insureds to request documentation, clarify information, or answer audit-related questions. • Document inbound and outbound communications. • Maintain organized electronic records and correspondence. • Review payroll documentation, tax records, subcontractor information, and operational descriptions. • Identify missing, incomplete, or inconsistent documentation. • Request additional information from insureds. • Track records received and maintain audit status notes. • Prepare audit files for auditor assignment. • Create progress notes documenting audit activity. • Upload, organize, and classify audit documents. • Verify policy information, locations, class codes, FEIN data, and supporting documentation. • Maintain accurate records for audit readiness and compliance. • Assist with status updates and workflow management across multiple systems. • Prioritize older and time-sensitive audits. • Manage workloads according to quality and timeliness standards. • Follow procedures for follow-ups, due dates, extensions, and non-productive audit processing. • Collaborate with auditors, management, and team members to complete audits efficiently.
• High school diploma or equivalent. • Minimum one year of administrative, insurance, auditing, customer service, or office support experience. • Strong written and verbal communication skills. • Exceptional organizational and time management skills. • Strong attention to detail and accuracy. • Ability to manage multiple tasks and deadlines simultaneously. • Proficiency with Microsoft Outlook, Excel, Word, and other Microsoft Office applications. • Ability to compose professional business correspondence. • Preferred: Experience in insurance, premium audit, workers’ compensation, underwriting, or claims operations. • Preferred: Familiarity with payroll records, tax documentation, and financial records. • Preferred: Experience working in workflow-based production environments. • Preferred: Knowledge of audit, underwriting, or policy administration systems.
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