Job Description

Job Description

Job Description

Are you an energetic and dependable business professional who enjoys people and working independently from the road and your home office? Lowry and Associates Inc. is recruiting full-time self-motivated career professionals to conduct physical audits on Workers Compensation and General Liability policies for various insurance companies.

Good candidates for this position frequently come from the CPA, Accounting and/or Bookkeeping fields.

Purpose:

• To gather data from insured’s place of business to be reported to carrier which will determine accurate premium base for policy

Duties:

• Perform field audits by traveling to meet with clients at their place of business to examine and compile data from various financial records into a concise report for the carrier
• Qualified applicants will be responsible for scheduling and managing their own appointments and workloads

Essential Functions:

• Strong verbal communication skills
• Working knowledge of WCIRB, NCCI and ISO guidelines for classification of businesses and employees so as to meet quality standards set forth by California state and the client
• Previous experience with Nexus or Future Audit software is desired, but not required
• General accounting skills
• Ability to work independently and be self-motivated and self-disciplined
• Advanced computer skills (Excel, Word and Outlook)
• Strong analytical and problem solving skills
• Strong organizational skills
• Ability to conduct business professionally and positively with third party business owners
• Ability to take feedback positively and make corrections and changes to improve

Preferred Work Experience:

• Previous experience conducting workers compensation or general liability audits
• Demonstrated ability to perform quality customer service
• Bookkeeping and/or Accounting experience

Other:

• Reliable transportation with valid driver’s license and acceptable driving record is required for travel to insureds
• Flexibility to adjust to new situations and changing priorities
• Takes responsibility for own performance and development
• Develops a high degree of trust through demonstrated personal integrity and ethical behavior
• Dedicated home office space

Lowry & Associates, Inc. (LAI) was formed in 1989 and is headquartered in Draper, Utah offering a full range of insurance services to to the property and casualty insurance industry. Our committed knowledgeable management team and field personnel team are some of the most experienced in the insurance auditing and survey field.

Company Description

Lowry & Associates, Inc. (LAI) was formed in 1989 and is headquartered in Draper, Utah offering a full range of insurance services to to the property and casualty insurance industry. Our committed knowledgeable management team and field personnel team are some of the most experienced in the insurance auditing and survey field.

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