Experienced Auditor focused on improving business compliance, workflow and processes through detailed audits and optimization recommendations. Successful track record of fully evaluating information, structures and procedures and initiating corrective actions.
Overview
24
24
years of professional experience
Work History
Senior Premium Auditor
NEIS
01.2020 - Current
Examines/Audits records to ensure that calculations of earned premium for risks are accurate
Validates that correct classes are being applied and in accordance with company procedures by reviewing financial records and other relevant materials. Tours the insured premises
Reviews results of audits with producers, underwriters, insureds and Premium Audit leadership. Identifies opportunities to resolve discrepancies.
Premium Auditor
Wilkinson Insurance Services
10.2014 - 12.2019
Perform examination of policyholders' accounting and financial records to ensure accurate calculation of earned premium for smaller, less complex risks.
Ensured that audited exposures (payroll, sales, fixed assets, etc.) are accurately calculated within strict insurance guidelines.
Communicate audit findings through detailed formal reports supported by audit docs.
Investigate policyholder operations to obtain actual exposures, verify classifications as they apply to the policy
Life Insurance Agent
Humana
09.2001 - 10.2014
Cultivated strong client relationships through personalized insurance consultations and tailored policy recommendations.
Analyzed client needs to develop comprehensive life insurance plans that align with long-term financial goals.
Educated clients on policy features, benefits, and claims processes to enhance understanding and satisfaction.