Britt Rose
Raleigh,NC
Summary
Meticulous customer service professional with proven expertise in scheduling appointments, updating accounts and managing calendars. Adept at resolving customer concerns and building retention.
Overview
1
1
Certification
6
6
years of professional experience
Work History
Premium Audit Services Represenative
Builder's Mutual Insurance Company
Raleigh, NC
04.2025 - Current
- Educated clients on required documentation and audit process, ensuring clarity on timelines and expectations
- Educated clients on virtual audit processes and necessary documentation requirements.
- Cross reference prior year audit documentation to ensure correct type of audit service and documents submitted
- Research and maintain up to date client information for audit records
Premium Auditor
NEIS
Stamford, Connecticut
05.2024 - 11.2024
- Conduct Worker's compensation, General Liability and Garage Policy audits
- Analyze information and identify insured's operational area of risk and classify business and employees accordingly by NCCI or applicable state code
- Examined tax records and financial documentation to assess insured's exposure risks, supporting accurate policy ratings.
- Identified and documented irregularities in documentation and practices, including payroll records and subcontractor payments, to mitigate risk.
- Educated clients on required documentation and audit process, ensuring clarity on timelines and expectations.
Document Processing Specialist
Logan Systems INC
Greensboro, North Carolina
10.2022 - 01.2024
- Preserved and cataloged 500+ pages of original source material weekly by adhering to document processing protocols and procedures
- Processed scanned records to ensure accurate database entry for up to 850 transcribed pages weekly
- Conducted quality control checks on imaged documents, identifying errors prior to reimaging and filing
- Operate computers, copiers, scanners and other electronic office equipment related to the filing and preservation of records
Finance and Accounting Officer
Qunify of Culture Trust of Greater Philadelphia
Philadelphia, Pennsylvania
09.2020 - 01.2022
- Supervised organizational and executive board spending, ensuring financial alignment with annual budget and strategic goals
- Managed the funding, planning, and execution of 6-8 events per year, facilitating timely payment for all involved parties.
- Educated board members, vendors, and relevant parties on IRS policies for compliance with 501(c)3 nonprofit designation
Education
Bachelor of Science - Business Administration
University of The People
Pasadena, CA07-2026
Skills
- Audit Compliance Management
- Customer Relationship Management
- Document management
- Time management
- Administrative expertise
Certification
- Notary Public, State of North Carolina, Commission #202511800045 EXP 4/2030
- Certified Builder's Insurance Agent (CBIA)
Timeline
Premium Audit Services Represenative
Builder's Mutual Insurance Company
04.2025 - Current
Premium Auditor
NEIS
05.2024 - 11.2024
Document Processing Specialist
Logan Systems INC
10.2022 - 01.2024
Finance and Accounting Officer
Qunify of Culture Trust of Greater Philadelphia
09.2020 - 01.2022
Bachelor of Science - Business Administration
University of The People