About Careertakes

👉 Important disclosure: Careertakes is a third-party recruiting platform supporting this hiring process. If selected, you will be employed directly by our client, Accounting & Finance.

Applicants for this role may also receive access to additional matched opportunities through the Careertakes platform.

---

What You’ll Do

This role performs premium audits to validate and adjust insurance premiums across lines such as Workers’ Compensation, General Liability, and Professional Liability (Errors & Omissions). Day-to-day responsibilities include:

• Review and analyze payroll, tax filings, and accounting records to determine insured exposures
• Interview policyholders by phone/email to confirm business operations and employee job duties
• Verify and recommend appropriate insurance classification codes per state manuals
• Apply state manual rules and adjustments (e.g., officer wage adjustments, overtime credits, tip credits)
• Complete audit worksheets (Excel templates) and enter audited exposures into the company database
• Provide responsive, professional customer service throughout the audit process
• Investigate and resolve customer disputes related to audit results

---

Qualifications

Required

• Bachelor’s degree in finance, business, accounting, or related field
• Proficient in Microsoft Excel with ability to learn other software tools
• Strong written and verbal communication skills
• High attention to detail and accuracy
• Critical thinking, good judgment, and problem-solving ability
• Strong reading comprehension to interpret and apply manual rules
• Self-motivated with effective time-management and organizational skills
• Desire for continuous learning

Preferred

• Prior experience with Workers’ Compensation, General Liability, and/or Professional Liability audits or commercial P&C insurance

---

Work Location & Schedule

• This is a hybrid role based in Castle Hills, TX and requires onsite work two days per week in the Castle Hills office. Candidates must be able to commute to the Castle Hills, TX location as scheduled.

---

Compensation & Benefits

In accordance with the source posting, the entry-level rate for this position starts at $20.52 per hour. Higher pay may be available for candidates with relevant commercial property & casualty underwriting or audit experience. The source also lists an estimated annual figure (~$78,281) for reference; final pay will depend on experience, qualifications, and other permissible factors.

Benefits (summary)

• Medical (PPO/HDHP), vision, disability, and life insurance
• Enhanced dental plan (including orthodontia options)
• Generous PTO, paid company holidays and floating holidays
• Paid parental leave
• 401(k) with company match and immediate vesting
• Education Assistance Program (tuition reimbursement for approved programs)
• Service recognition awards, wellness initiatives, voluntary benefits, and employee discounts

---

About Our Client

Confidential client is an internet-driven commercial insurance provider focused on serving small businesses. The organization operates with strong financial backing and aims to make insurance purchasing fast and straightforward for business owners. This role supports their mission by ensuring accurate premium billing through timely, accurate audits.

---

Equal Opportunity & Hiring Transparency

Careertakes and our client are Equal Opportunity Employers committed to building a diverse and inclusive workforce. We prohibit discrimination or harassment of any kind. To support a fair and efficient hiring process, AI tools may be used to assist with application review or resume screening. These tools do not replace human decision-making. Final hiring decisions are made by people.

If you have questions about how your data is used, please contact us directly.