Audit Technical Assistant

Overview

Premium Audit Technical Assistant I (PATA I)

The Premium Audit Technical Assistant I is an entry-level position within Chubb Premium Audit. This role is both internally and externally facing, involving direct communication with brokers and clients. The PATA I is responsible for key tasks such as audit assignments, email communications, audit completion check-ins, audit workflow management, and administrative updates to our inventory systems. This position requires a high degree of concentration, quality, accountability, and the ability to work effectively within a team.

• Complete workflow for the assignment process, including reviewing notes and assignment systems for deviations to ensure audit assignments are accurate. Update or overwrite automatic assignments when instructions change.
• Prepare audit assignment packages, which may include rating information, applicable endorsements, loss runs, WCRIB Inspection reports for audit staff, or communications to audit vendors.
• Administer various email inboxes, including handling status requests/reopens, PA notifications, and NTU.
• Validate vendors to ensure inventory status and controls are maintained.
• Provide customer service support via phone and email.
• Perform miscellaneous administrative tasks to support underwriting, field auditors, vendors, or review staff.
• Submit monthly self-reports of applicable performance metrics, which may include production, time, and attendance.
• Update and maintain all manual vendor, line of business, and other miscellaneous reporting requirements.

• High school diploma or equivalent required; associate’s or bachelor’s degree preferred.
• Strong attention to detail and organizational skills.
• Ability to manage multiple tasks and prioritize effectively in a fast-paced environment.
• Excellent written and verbal communication skills.
• Proficiency with Microsoft Office Suite (Word, Excel, Outlook) and ability to learn new systems quickly.
• Demonstrated ability to work collaboratively within a team and independently as needed.
• Customer service experience is a plus.
• Previous experience in insurance, auditing, or administrative roles is helpful but not required.
• Commitment to maintaining confidentiality and handling sensitive information with integrity.